Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: i-node who wrote (360)	11/19/2002 5:48:04 PM
From: verdad	Read Replies (1) \| Respond to of 3386

I agree the outcome of the OEM market (particularly what percentage of new GM vehicles equipped with XMSR are activated in Q4 2002) will make or break the outlook going forward. The concern would be that, as a trend, XMSR GM new car sales do not materialize en masse for whatever reason (less than 50% of those equipped with XMSR are activated for service either due to cars not being purchased immediately, or the service not being purchased, or both). And as you've mentioned, annual operating expenses for the XMSR venture are not cheap. In an easy financing environment, this would be a 'no-brainer'. Today, this business will struggle and only succeed with sustained interest by big pocket investors/partners and sizeable interest by consumers. From a financial payback perspective, 200,000 subs is a drop in the bucket and, as you've mentioned, so is 1,000,000. XMSR needs 4 million. Be interesting to see how this one plays out.

To: i-node who wrote (360)	11/20/2002 8:57:07 AM
From: Michael Hart	Read Replies (2) \| Respond to of 3386

David, I've enjoyed reading your posts as a user of XM radio. I am an investor(unfortunately from $6) in XMSR. As a potential customer I agree with your assesment that it is a tough barrier for end users to buy the radio, ant. etc. and install. I will become a subscriber when a "portable" AC/DC radio becomes available. One that I can use in my workshop, in my boat, my car etc.. Do you know of anyone manufacturing one of these yet. I've been watching and waiting. I think a device such as this could greatly enhance the subscriber list along with the preinstalled radio's from car/boat/truck manufacturers.... Thnx, Mike