SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: i-node who wrote (2728)7/25/2006 1:53:03 PM
From: pcstel  Read Replies (1) of 3386
 
It is a good point. Will these expense levels be typical? I think not. Will the OEM take rate get better or worse? We'll see.

Well you were the one that claimed I didn't understand the power of the business model.. That I didn't comprehend how this model would SCALE. These were the same things you were saying several years ago.. But, not much has changed. First you complained that they didn't market the company enough. Now when you see the figures.. You think they are spending too much.

You assume the market won't develop; i.e., they spent a half billion and only added 2.7M customers, therefore the business is a failure.

Well, if they spent a half a billion dollars on marketing and added 2.7 million net subscribers that generated an ARPU of $40 a month with a 12 month contract. I would say you have something. But, the CHURN levels would still have to come down.

These companies have nothing going for them.

u did indicate you would be a buyer AFTER the reorganization)?

You have a habit of reading what YOU WANT TO READ. Not what is actually written.. This along with your faith based investing practices are the ideal makings of a Bagmember.

Here is what I said..

"No one ever said that I don't plan to own any of these companies. As a matter of fact. If you check my record. I usually end up owning ownership in some of these companies. Of course, I do so by buying the secured debt at deeply distressed levels upon the BK filings.

PCSTEL
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News