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Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR) -- Ignore unavailable to you. Want to Upgrade?


To: Jeff Lubin who wrote (200)1/2/2002 10:12:38 AM
From: Jason W  Read Replies (1) | Respond to of 3386
 
Jeff,

Aren't you the guy that said people will retire on ETYS? You seem to be irrationally optimistic.

Jason



To: Jeff Lubin who wrote (200)1/2/2002 1:06:47 PM
From: Obewon  Read Replies (3) | Respond to of 3386
 
Jeff,

I'm not a naysayer on satellite radio...I just think that a little irrational exuberance has been priced into the stock already. There are definite barriers which need to be overcome before either XMSR or SIRI are worth the values they are currently being assigned in the market. While XMSR and SIRI will probably deal with these barriers in due course, it still doesn't mean that we don't discount the price of the stock now to reflect those risks.

Obewon