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

To: i-node who wrote (577)	4/25/2003 12:16:13 PM
From: pcstel	Read Replies (1) \| Respond to of 3386

That works great if all the companies you look at are one, heterogenous group with no differentiating characteristics whatsoever. This is not a very reasonable way to look at XM (or SIRI), as it is an industry that I'm quite certain you have absolutely ZERO previous experience with (as do the rest of us). That depends if you consider them "subscription models"? Which is how I classify them! You prefer to classify them as some sort of "new paradigm". In my experience.. Many a company that investors considered "new paradigm" material ended up here. pacer.uscourts.gov I thought we covered this a couple weeks ago. $430 was the average for 2002. The average for 2003 will be $175 or less, and for '04 will be $120 or less. I guess that is one of the differences in our opinions. You take projections and present them as FACT.. as in will be How about speaking English? "Financial Metrics for a given device"? Do you spend much time on SI... Maybe some of your fellow posters over on Yahoo don't understand a term like "Financial Metrics for a given device", but I would wager that most that participate here on SI would fell "comfortable" with such terms. If there is any who does not feel "comfortable" with the meaning of this term. Please feel free to ask, or PM me. What the hell does that mean? We were talking about profitability of manufacturing XM radios. I do believe your statement in which I answered in that fashion went something like this.. Delphi has made it clear that the SKY FI has become a bright spot in their product line and profitable for them. " So, as you can see, why you seem confused as to what "metric" we were discussing Do you mean "cost", "revenue", or "margin"? has me a bit perplexed! You are following along? Aren't you? I think it is obvious that the SkyFi unit can be profitable for Delphi without any subsidy from XM. Obvious. If you are suggesting this isn't the case, please explain why. Oh!! OK.. Now your story changes again.. First you stated... **Delphi has made it clear that the SKY FI has become a bright spot in their product line and profitable for them.** When I asked for your source of data for this statement. You then modify your viewpoint into. I think it is obvious that the SkyFi unit can be profitable for Delphi So has Dephi "made it clear", or is it simply that "you think" it is obvious that the SkyFi unit can be profitable for Delphi? Do you have any "expertise" in these manufacturing processes? Are you qualified in some sort of professional catagory to to make these future performance judgements? With all due respect, I think your claims are at least as "wild" as mine. In 10 years.. Cars will come from the factory with DirecTV. Well the technology has come a long way in the last year. kvh.com kvh.com kvh.com Well, I see that -- even in the face of strong, incontravertible evidence that those models don't apply. Sorry, I don't consider some guy posting "wild speculation" regarding "new frontier financial models" on a Financial Chat Board as "incontravertible evidence." So has Dephi "made it clear" SkyFi is profitable , or is it simply that "you think " it is obvious that the SkyFi unit can be profitable for Delphi? And so it goes, PCSTEL