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

To: i-node who wrote (351)	5/1/2003 11:17:55 AM
From: Michael Hart	Read Replies (1) \| Respond to of 8420

I to hope that SIRI survives....we do not want a monopoly as investors and especially as customers ( I own a Delphi XM boombox. Competition as we know is extremely benficial to all including the companies involved. And, oh by the way Dave, I'm not so sure your dimissal of VIP as a competitor (on XMSR thread) to Satellite radio should be given with such a broad brush. As an example when cell(ATM) type networking was being pushed as a superior means of transport I thought sure Ethernet/IP would be dead..........of course now we see 40 GIG ethernet pipes running IP that allow Voice and video to run very well...802.16 just might work !! Be well, Mike

To: i-node who wrote (351)	5/1/2003 11:21:37 AM
From: ALTERN8	Read Replies (1) \| Respond to of 8420

"the market seems to have spoken quite loudly about which service is preferable at this time." The market knows which has more subs. Yes SIRI has had problems in the past and did let XM get a one year head start. Let's see how fast they catch up. As of very recently, the market was pricing XM at 10 times SIRI. As we all know SIRI has 10 times less subs than XM. So even at this rate SIRI is due for a POP to the 90s. If they announce larger than expected subs on May 15th, they will POP to over $1 easily. Either way they have more short term upside than XM for a trader.