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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)

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To: pcstel who wrote (2228)2/17/2006 4:09:59 PM
From: DaveMG  Read Replies (1) of 3386
 
You have Op Ex, and Cap Ex, and Revenues.. But, the most important variable in a Subscriber model is CHURN. CHURN kills! Especially if you don't have a methodology to recover your CPGA if the relationship fails.. Like the $200 termination fee you cell phone provider charges.

That makes sense. So is 18%/yr the actual churn number? I have to look into that.

I'm not asking how QC will be paid, and you're answering the question on the pipe I suppose, but how is content paid for?

I;ve been making the mistake of responding to messages without reading the rest of the messages which makes for some discontinuity, sorry about that..
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