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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)
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To: DaveMG who wrote (2196)2/17/2006 1:22:52 PM
From: pcstel  Read Replies (1) of 3386
 
It would make more sense, it seems to me to look at churn from those who do sign up and activate, and to then assume that if Xm is posting say 6 million subs at the end of 2005, that some large number ie 500k, will never activate, but all that does is lower the sub numbers by some relatively constant number over time, so that the real sub number is always 500k below what's stated.

And Wall Street would be non too impressed with lower sub numbers.

This is really the reason that XM doesn't provide what I would call "Industry standard" Metrics. Because if they did, I don't think the capital markets, nor the investment community would be to interested.
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