To: i-node who wrote (579 ) 4/25/2003 1:41:38 PM From: pcstel Read Replies (1) | Respond to " I asked, and you continue to evade. profitable for them. " Crystal. Perhaps you ought to follow up on Delphi's financial presentations if you are truly interested. No. But I do have some awareness of what it costs to produce these items in volume. And it isn't much. The technology isn't the problem; DirecTV in a car 10 years from now is certainly doable. The question is whether there is a market, and the answer is "yes, but EXTREMELY limited". If you were on top of this stock you would have more to go on than my posts." I just think you're relying too heavily on some nonexistent connection between other products and XM. In particular, your preconceptions about the cost structure just make your general "subscriber model" totally collapse when applied to XMSR. It is no coincidence that this cost structure is what makes XM so attractive. Much more appropriate is a serious gross margin/fixed & variable cost analysis, which will tell you more about the business than anything else.
