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Technology Stocks : Sirius Satellite Radio (SIRI) -- Ignore unavailable to you. Want to Upgrade?


To: ALTERN8 who wrote (349)5/1/2003 10:40:23 AM
From: Michael Hart  Respond to of 8420
 
Man, kinda hostile in here.

I meant no disrespect to you or SIRI holders. I do not fall in love with anything except my wife. Especially stocks and companies. I was sincerly looking for the SIRI case so that I can make better decisions regarding either company. If I can offer anything in return I will. Soooo at the risk of sounding closed minded and idiotic I'll try again. :-)

I am pretty well researched in both companies. I fully understand SIRI's superior technology. I just do not believe they will be able to overcome the marketing/sales momentum built up by XMSR enough to put my money there. At present I am trading (ie. not investing) XMSR.

Be well,

Mike



To: ALTERN8 who wrote (349)5/1/2003 11:09:39 AM
From: i-node  Read Replies (2) | Respond to of 8420
 
SIRI kicks XM's butt when it comes to service and quality

I see no evidence of this -- other than SIRI stockholders saying it. It is clear that SIRI's support systems are inferior to XM's; and the market seems to have spoken quite loudly about which service is preferable at this time. I'm not sure SIRI could process activations at the level XM is (numbering in thousands per day) if they had the customers. XM's systems are just first rate.

SIRI longs are placing too much emphasis on the idea that their product is "superior". XM's product is excellent, SIRI's may be better, I don't know. But I do know that the satellite radio buying public knows one thing -- they want to get "XM Radio". They don't care if it is from Sirius, so long as it is "XM Radio". You get my point. I hope and believe SIRI will survive, but since their inception it has been one failure after another.

Should SIRI's management get its act together and begin producing results, they MAY be able to salvage the situation. But I can't see that it makes sense to buy SIRI until they can show that they have a chance of making it.