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

To: Obewon who wrote (204)	1/2/2002 3:00:07 PM
From: Jeff Lubin	Read Replies (1) \| Respond to of 3386

Yes the stock has shot way up. It's also true that there are many expenses that will take a huge outlay of cash to get even on. A broker just downgraded the stock based on the run up and not on the heath of the company. All this makes perfect sense, ...unless, there a large suprise to the upside when they announce numbers in Jan. If there is, and I don't know if there will be, it won't take a genius to figure out if this new media is way ahead of schedule or not and also if the number of new subscribers has be underestimated. There now is less worry if this will make it or not and that is reflected in the current price to get in early. So we shall see...I think that there is less of a chance of huge selloff as there is of a large surprise to the upside. So if your in the stock, you need to hang in there. I think this will be far more successful than you have imagined to let yourself think.

To: Obewon who wrote (204)	1/2/2002 5:20:23 PM
From: John McPherson	Read Replies (1) \| Respond to of 3386

I am a new stockholder and subscriber to the service. I have had the service for exactly one week. So far I love the service. Occasionally the reception will flash off for a second going under a bridge. I live in a small town with fairly small buildings in the downtown area. On occasion I have been several feet from one of the larger buildings and the service has flashed off. Nothing too distracting. I know that the larger cities are supposed to have accommodations for this. I mostly drive alone and listen to the news channels. The commercials do not bother me much because I can hop around from channel to channel like I usually do -- they simply serve as a prompt. My concerns as a subscriber are virtually non-existent. My concern as a shareowner is how the system functions in a large city. Anyone with experience with this? Thanks, John

To: Obewon who wrote (204)	1/2/2002 11:18:06 PM
From: i-node	Read Replies (1) \| Respond to of 3386

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 What are these barriers you're referring to? I see A barrier -- i.e., the business (XMSR) isn't breaking even yet; however, it is certainly proceeding according to a well-defined plan (I don't necessarily feel the same way about SIRI). The real issue for XM is whether they're going to be able to close deals with a large number of automakers; ultimately, should SIRI fail to deliver on time resulting in XM locking up other automakers, XM could take the upper hand and be untouchable. To me, the suggestion that XM is overpriced is silly. While there IS a great deal of hype, the fact is that the business model is very, very strong -- I haven't seen anything quite like it in many years. Other than concerns over losing business to SIRI, there really isn't anything that can stop XM from being a hugely profitable business within 5-10 years, which is the kind of horizon I have for long-term investments. I do NOT think this is a stock for short-term investors. While it continues to be underpriced, until we are a year or two into subscriptions it is quite unpredictable. If you needed the money, it would best be placed somewhere else. There are tons of idiots involved with this stock (on this board & others) who can't even construct a sentence with a complete thought, let alone understand a set of financial statements. As a result, trading is erratic and it is difficult to weed out meaningful information found amongst the absolute garbage.