XM Satellite Radio Holdings Inc. (XMSR) Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: i-node	8/22/2006 11:17:14 AM
	of 3386

Peck (Bear Sterns) upgrades to outperform. Peck is far and away the most important of the analysts, as his knowledge of the sector clearly is well beyond that of any other. His downgrade coincidentally with the guidance cut really hurt XM's share price, as he had a bit of a temper tantrum at the time. Clearly, the issues that pissed him off have been somewhat resolved at this point and he realizes he had overreacted to the situation. "...wave of negative catalysts that have plagued the company ... has finally subsided; in fact, we believe the company is about to experience a positive wave of catalysts ..." - FCC approval shortly - Retail Channel Check indicates healthy demand trend - Guidance achievable, possible raise - Liquidity not an issue - MORE OEM ANNOUNCEMENTS IN EARLY '07, likely Toyota to announce new factory installs allaying investor concerns regarding currently slow pace of rollout and Sirius' port-installations. - Management has been bolstered - WCS Buildout risks removed - Music Royalty Issue to Get Resolved - Recording issue in negotiation - FTC Issue Likely Insignificant

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next