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

To: Larry Brew who wrote (886)	3/29/2004 1:45:27 PM
From: Larry Brew	Respond to of 8420

All, From a recent press; Broadcasters' reaction? While Clear Channel hedged its bet by buying an early 20-percent stake in XM, it's hard to say what reactions traditional broadcasters would have if adult-oriented radio becomes a huge success for satellite. Messmer rules out the possibility of an Infinity or another large broadcaster taking a big stake in Sirius, for instance, because the stock prices make EITHER company too expensive. Although Sirius shares closed at $3.24 Friday, the company has 1.23 billion shares outstanding. And obviously GREAT success, or the anticipation thereof, would push the stock price UP. XM closed at $27.63 Friday. The only way this kind of scenario could transpire, says Messmer, is "if XM succeeds, and Sirius gets left in the dust, maybe someone swoop in like a vulture, and see if they could pick Sirius up cheap." For now, however, it looks as if Sirius is "IN THE RACE FOR GOOD. " Larry

To: Larry Brew who wrote (886)	3/29/2004 1:55:54 PM
From: i-node	Read Replies (1) \| Respond to of 8420

XM will stomp the crap out of SIRI! I'm so overwhelmed by your negative posting on SIRI. You surely must work for XM. They're both here to stay. Looks to me like SIRI is beginning to step on your beloved stock. Never love a stock. Do you really think SI posting can make a difference. Desperation IMO! Own both, why not? Why would you own both when one is roundly creaming the other? Sirius holds the lead in one area -- burning shareholder's capital. As to SIRI "stepping on XM" that's nonsense. XM continues to roll. I have no bias; if Sirius begins to outperform XM I'll be a Sirius shareholder. But as of now, there is simply no comparison of the two investments.