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

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To: i-node who wrote (2853)9/23/2006 12:46:47 AM
From: pcstel   of 3386
 
It does if you don't know what you're talking about.

LOL!! And you wonder where these "personal attacks" come from.

We've been over this time and again. Sirius has no OEM churn yet because they have no OEM vehicles subject to being churned because their OEM program only began ramping a year ago.
I don't know why this is so hard for you to understand.


Well,, lets say it appears that I and just about everyone else doesn't "understand your Logikā„¢"

Look, if XM's business decision was to go heavy on the OEM side of things.. That is their problem.. And it appears by the CHURN metrics that it was a bad idea.. While SIRI's retail heavy business model seems to be providing much lower CHURN numbers.

You see.. In OEM.. you get what is provided in the car you want to buy. In retail.. The customer has a choice. And the fact that SIRI's overall retail market share is higher, and their Churn metrics are 10 points lower than XM's OEM heavy business model... appears to be a testiment to their user experience.

Okay, so that is one of the SIRI geniuses whos allegation I've picked apart. If you still don't understand it, I'll be glad to go over it for the 300th time.

LOL!! The only thing you have "picked apart" is your own credibility.

The information that is provided comes directly from SEC statements and company press releases.. Just because you don't like what the FACTS are, leads you to attempt to "make up a bunch of excuses" for the failure on XM's part..

Kind of like trying to blame SIRI and Stern for the boondogle moves your "management" have been making.

And so it goes,
PCSTEL
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