Sirius Satellite Radio (SIRI) Message Board

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Technology Stocks : Sirius Satellite Radio (SIRI)

SIRI 21.68

-4.1%

Feb 6 9:30 AM EST

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To: i-node who wrote (6509)	2/25/2007 1:04:28 PM
From: pcstel	Read Replies (2) of 8420

XM's contracts with Honda, GM, Toyota and Nissan are long-term, and intact if the deal doesn't go through. There isn't much that can happen to change that. After 2013-2015, we'll see. But XM's contracts would be SIRI contracts if the deal closes. As you know from the start.. Getting radios into OEM future car designs is a long term issue. As car makers are already well into initial prototyping for 2008 model year, the radios were designed last year. So if you are looking at a merger in 2008, you want combined hardware in the 2009 model year cars. Which means you have to start the design phase in 2007. Keep telling yourself that as Sirius reports a billion dollars + in losses this week, making the total two billion in two years. Irrelevant. Those losses are already in the price of the deal.. And SIRI still monitized the Billion Dollar higher market cap with the deal with XM. And what were XM's losses during the same period of subscriber growth. (from 600,000 to 5.1 million subscribers)? ~1.5 Billion dollars. So SIRI has lost ~2 Billion and XM lost 1.5 Billion in a comparable period of growth. (I know you don't like this data.. But, it is a FACT) PCSTEL

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