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

To: rrufff who wrote (995)	11/1/2004 12:42:48 AM
From: i-node	Read Replies (1) \| Respond to of 8420

Wow - are you stuck in the 1990's? Content will be THE mover if this area is to survive. Fanatic? You have 1 view and you stick to it no matter how outmoded it is. Tell me, please: What content, besides Rush Limbaugh, is going to be "the mover"? You clearly expect that Stern is going to make Sirius the content winner. But that's naive. We're talking 10s of millions of subscribers over the next several years. At most, a couple million are going to end up being Stern subs. What "content" is going to make the difference? Please be specific about what you have in mind. You're the one lacking vision. Pricing, hardware and OEMs are going to drive this business for the next several years. XM's lead is getting BIGGER, NOT smaller. If your GM car comes with XM, 95% of people aren't going to get Sirius. If you can have portability, you're not going to settle for not having it. And frankly, once embedding in everything from cellphones to PDAs begins, that's what people are going to want. At some point the hardware will be a minor issue. Pre-installation will be secondary to WHICH content one prefers. At some point, perhaps. But that point is way down the road. For the forseeable future, if you buy a GM, Honda, and probably la Toyota car, you'll get XM. If you buy a DCX, you'll get Sirius. Ford seems to be still mulling things over and I'm not sure their commitment to IBOC isn't bigger than the one to SDARS. The companies are nowhere on interoperability and could care less. >> You need to be a bit more "visionary." My vision is reasonably clear on the subject. Those of you who believe content is a differentiator today just don't understand the business. And frankly, the content plays are all but gone. There will be a few who differentiate on NFL or MLB or O&A or, eventually, Stern. Limbaugh could come into the picture a couple years down the road. But that's basically it. It's over. OEM's will continue to be the major influence for a long time. That's where the fight will play out. And XM has a huge advantage. Sirius sees itself in the satellite radio business. XM sees itself having a substantial data pipe to the vehicle. There is a big difference.