XM Satellite Radio Holdings Inc. (XMSR) Message Board

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

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To: pcstel who wrote (2708)	7/21/2006 1:38:23 PM
From: Bill Keating	Read Replies (1) of 3386

Well, if you find a combined annual CHURN rate of 30% comforting? Then you and I have different concepts of what "comfort" is. The fact that 30% of your "subscribers" deactivate the service on an annual basis is a sure sign that everyone who has the product doesn't love it. Or more so.. They love it when it was free, but they didn't love it enought to cough up $12 a month for it. I don't know what your agenda is, but I think you are being too pessimistic. Mel has a proven record of success which, in this case, he has backed up with millions of his own money. That is as positive a sign as Panero's December selloff was a negative. And you never really answered my first question about Q2 revisions occurring after Q2 subs have already been announced. As to your 30%, I think a take-up rate of over 50% on automobile subscriptions is pretty damn good; good enough to support the industry as SatRad installations become standard equipment on all automobiles.

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