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Technology Stocks : Sirius Satellite Radio (SIRI)
SIRI 20.77-2.2%Dec 19 9:30 AM EST

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To: i-node who wrote (5391)10/22/2006 5:59:03 PM
From: pcstel  Read Replies (1) of 8420
 
XM has well under 1000 repeaters at this point. And the cost to build and operate 1000 repeaters is a fraction of what it costs to launch two additional satellites, as well as the cost of lost customers due to lousy reception.

Yes, but that only acts to signify that my viewpoint, (as well as the FCC's, and Space Systems Loral) that the Molynia Orbit affords SIRI considerable cost savings on the terrestrial repeater side of things. For instance.. XM has spent over 230 MILLION Dollars in the development and deployment of their Terrestrial Network. And the fact that you appear to be clueless on how many terrestrial repeaters SIRI uses should only highlight this point...

Wrong. Sirius's original planning called for about 133 repeaters. They are now more than twice that and counting.

Message 22932001

Now either you are posting information without understanding the actual FACTS of the discussion, or you are actually providing highly inaccurate data in order to help your faltering case. Either way.. YOU ARE THE ONE THAT IS WRONG on this issue.

You're missing the point. Many Sirius listeners from fixed points on earth have chronic problems with having to re-aim their antennas every couple of hours. This is well-documented, and frankly, ought to be intuitive to such a genius as you.

Why should this be intuitive to me.. It violates the common principle of the Molniya Orbit. Look the Molniya HEO Orbit is decades old. It was developed to provide coverage to the Higher Latitudes. Like I said before. If someone is having a problem with reception indoors or in areas of high shading. Then you need to look at the Terrestrial Network.

The insurance settlement was compensation for the shortened lifespan of the satellites and associated launch costs were considered in the settlement. XM still has the use of XM-1 and XM-2 and as far as we know they continue to function fine.

Well, according to the SEC statements... That is just more INCORRECT INFORMATION. Here is what the SEC statements have to say..

<B< In July 2004, we reached agreement with insurers covering 80% of the aggregate sum insured relating to the progressive degradation problem with the solar array output power of XM Rock and XM Roll. We received a settlement rate equal to 44.5% of the proportionate amount covered by each of these insurers, representing a total recovery of approximately $142 million. This settlement resolves any issues about the amount of loss sustained, includes a waiver by the settling insurance companies of any reductions based on salvage value, terminates any further risk to the settling insurers under the policies and ends any other rights the settling insurers might have with regard to XM Rock and XM Roll or revenues generated by our continuing use of those satellites. We have collected all amounts due under the settlement. The portion of the insurance proceeds related to claim payments was recorded as a reduction to the carrying values of XM Rock and XM Roll. In August 2004, we filed for arbitration to collect the remaining 20% of the sum insured utilizing the third-party dispute resolution procedures under the policy.

NOTHING IN THERE ABOUT RECOUPING ANY LAUNCH COSTS. Looks like the XM shareholders got to eat that amount due to the crappy decision to use Hughes 702 cans. Do you really have any idea what you are talking about, or are you just making stuff up again??

XM didn't "HAVE" to co-locate; they chose it as the best way to maximize the value of the existing satellites.

LOL!! We'll XM-4 is supposed to launch in about 4 days into the same orbital location as Rock and Roll now both occupy. Things must have been looking pretty bad to have to drag one of those Huges 702 cans over to the other one, when XM-4 was scheduled to be launched??? Make sure to watch the Sea Lauch launch activities.. Because you and the other XM shareholders are paying the bill for the decision to use those crappy 702 cans.

At any rate, your claim that Sirius chose a better arrangement than XM is idiotic and does not comport with the facts as we know them.

Again.. You don't need to tell me that it is idiotic... You need to tell the FCC and Loral Space that it is idiotic. Those are the ones that claim it is a superiour system. You can argue with me all day long.. But, you need to take your arguement to the Federal Communications Commission and Space Systems Loral.

Before Sirius can match XM's reception, they will have at least 20-25% the number of repeaters PLUS two additional satellites, one of which is GEO because they now realize the Molynia orbit was a mistake.

???? But, you told us that they already had double the 130 number?? Are you now admitting that you had no clue what you were talking about, and were just making stuff up?? So, 25% of of 133 is only about 33 more repeaters. So you are saying that thier terrestrial coverge will be equal to XM's 800 plus repeaters with only 166 repeaters?? How can this be possible??? I mean you claim that the SIRI HSO system is far inferior to the XM GSO system. Yet you now admit they only need to add another 33 more repeaters??

Something doesn't add up with your comments... Are you sure you are not just making stuff up again???

And so it goes,
PCSTEL
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