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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)
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To: kovachs who wrote (2987)11/6/2006 12:25:42 PM
From: i-node   of 3386
 
kovachs

XM is a different company than it was a few months ago. Davis has a accomplished a hell of a lot in 3 months IMO. The absence of Steve Cook on the CC was a noticeable positive.

Perhaps the most telling remark was in the Q&A when he was pressed about growing subs versus spending and he made it abundantly clear that subs would not be acquired at "any" cost.

This is contrary to what the competition is doing right now and their financials are going to reflect it IMO.
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