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To: Gottfried who wrote (9349)	10/6/2004 9:54:26 AM
From: robert b furman	Respond to of 13403

OT Hi G, This is the demise of sirius.It's sicko's like Stern that allows me to enjoy my XM Radio so much. Commercials and twisted DJ's junk up radio-JMHO. Put himm on a high channel - A place I'll never go. Bob

To: Gottfried who wrote (9349)	10/6/2004 2:41:18 PM
From: Sam Citron	Respond to of 13403

OT "Howard Stern Heads to Satellite Radio" I think you are missing the forest for the trees. The bump in SIRI on the HS migration is partially a reflection of a powerful phenomenon known in law as the "race to the bottom". It is the same reason why companies tend to incorporate in Deleware or music swapping software companies or eGambling parlors tend to base their operations in Scandinavia or the Caribbean. They migrate to where the grass is greenest and the rules are the laxest. Speech is freer in satellite radio because the FCC does not apply the same content standards there. If subscription radio attracts a shock jock like HS in order to be free of heavyhanded FCC content regulation, it will attract others as well who may happen to more directly reflect your own viewpoint. It makes subscription radio more valuable in general as a regulatory arbitrage play and further confirms the "death of radio" argument as a graveyard for the boring and the bland. Sam

To: Gottfried who wrote (9349)	10/6/2004 7:09:19 PM
From: Sam Citron	Respond to of 13403

OT Of course, SIRI is free to imagine that paying Stern half a billion dollars over 5 years is going to give them the irresistable testosterone demographics that car advertisers apparently crave. Here is how SIRI's CFO closed the cc today: Dave Frear - Sirius Satellite Radio - CFO I just want to add one last point on this so everyone understands that it fits into an existing context and plan that Sirius has always had. But we believe that when you look at the male car-buying public, 18-49, we always believed we wanted a spectrum of related content to that exact car buying public. And when you look at some of the things we have announced already between faction, our outdoors sports channel with Tony Hawk and other athletes, the Maxim channel with Maxim Magazine now Howard Stern and the NFL we believe when you look at 18-49 year old males who go in to buy cars, we have the definitive content that anyone of any age would want. online.wsj.com I don't fit this demographic, so I will refrain from commenting. I had been looking for a pair trade to play the "death of radio" theme and seriously thought about a long SIRI position. But after reading this transcript, I must reconsider. Sam