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

To: pcstel who wrote (501)	3/28/2003 9:43:49 AM
From: Labrador	Read Replies (1) \| Respond to of 3386

FYI. I have a transcribed copy of yesterday's conference call. If anyone wants a copy, please PM me.

To: pcstel who wrote (501)	3/28/2003 9:46:07 AM
From: i-node	Read Replies (1) \| Respond to of 3386

You are correct to a point! The business that VZ is in generates ARPU that can recapture CPGA in less than six months We had this disagreement months ago, it went on forever, and we never agreed about it. I can only say that since that time SAC has declined with each quarter end as it obviously should, and management continues to execute. They say it will continue its decline and so far they are executing with perfection. Logically, it will continue its decline. What you have suggested makes absolutely no sense to anyone who understands business or economics. I can't tell you why VZ has a problem; the company holds no interest for me.