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

To: i-node who wrote (408)	11/25/2002 11:25:28 PM
From: pcstel	Read Replies (1) \| Respond to of 3386

and secondly because it is tough to determine which "costs" are technically subscriber costs vs. those costs that are more startup or related to building a brand in nature... Only tough to determine because they don't provide the metrics. Yet tell you Churn is "Very Low" but won't provide those metrics either. Show subsidies of 11.8 million and Sales and marketing expenses of ~37 million and yet tell you the cost to acquire the 64,000 subs was only ~7.5 million? So I guess we will work it backwards and claim that non of the subsides went for subscribers added, and that only 7.5 million of the ~37 million in Sales and Marketing went for costs related to subscriber acquisition costs. The only problem is that these are CASH expenses, not something like D&A. PCSTEL