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

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To: pcstel who wrote (2947)10/11/2006 5:58:49 PM
From: i-node  Read Replies (1) of 3386
 
You must be a very busy fellow.

Oh! How times have changed. By the last 4 quarters net adds, it appears there is a new sheriff in town, while the competition has sky high CHURN metrics and defections from the BOD over at XM. Did this happen for FREE??

It certainly didn't. Sirius paid 3/4 billion for it.

Precisely. That's what makes it attractive. But it gets much better. As we get into '05, '06, and beyond, the cash this business generates is, frankly, unbelievable.

Delayed, but I don't believe it is radically changed, otherwise.
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