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

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pcstel who wrote (5406)10/23/2006 9:16:03 PM
From: i-node  Read Replies (1) of 8420
 
Now, I have never seen any CPGA figures provided by Sirius. So I would have to ask you to provide the SEC statements or company press releases that can verify these data points. Nothing worse than starting out with bogus information from less than credible sources.

Sirius chooses not to provide a CPGA figure. But does that mean one can't easily compute it? You don't need to understand orbital mechanics to do it.

Why are you so willing to give Sirius a pass on not providing this statistic after you argued its absolute importance so forcefully years ago? If a company does not provide it, you should do what? Just say, "Oh, that figure doesn't matter"?

I don't care what it is called CPGA or whatever. But common sense tells you that at this stage of the game (not 3-4 years ago, but now) the cost of adding subscribers has become a very important distinguishing characteristic between the two competitors and it is therefore important to look at it when you are trying to decide which is performing better.

It is as though you have abandoned all of your prior arguments. No longer is adding subs cost effectively important. What matters now is sheer numbers. Right?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext