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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR)
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To: i-node who wrote (3191)2/2/2007 11:59:55 AM
From: pcstel  Read Replies (2) of 3386
 
How did you find out what the CPGA of an OEM install is? I haven't noticed XM providing that information publicly. You, of course, realize that CPGA for OEM and CPGA for retail are different, and that reported CPGA is just an average of the two and likely doesn't reflect the true CPGA for either? Right?

Or is this one of your "made up facts"?

I didn't find out what the CPGA of an OEM install is. But, you have claimed to know, and have expressed over and over again that OEM CPGA is LOWER than Retail CPGA.

If you remember.. I have always maintained through my research that Retail CPGA was HIGHER than OEM, and thus the reason why SIRI's CPGA was always higher than XM's. But, you and your bunky kovachs, claimed that it was a FACT that OEM CPGA was HIGHER then Retail and that that was no explanation as to why SIRI's CPGA was higher.

Of course I know that XM reported CPGA is a blended average between OEM and retail. So, based on YOUR FACTS that you provided. I decided to go with the blended rate and base my calculations on that, instead of posting a higher number on the concept that OEM was HIGHER.

Or is this one of your "made up facts"?

???? Are you having reading comprehension problems??

Here is what I stated:

So given current management supplied metrics and trends..

Blended CPGA expenses for the year are predicted to be under $110.

Do you now what to claim that OEM installs are CHEAPER then retail?? Because that has been my contention from the beginning, and will help explain why SIRI's CPGA is higher than XM's. You know.. That CPGA figure you have been complaining about for the last year?

PCSTEL
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