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

To: i-node who wrote (1005)	11/1/2004 10:33:05 AM
From: rrufff	Read Replies (1) \| Respond to of 8420

You are obviously obsessed with XMSR, which must be your 1 investment. I wouldn't invest in either. Unlike you, I don't profess to have a crystal ball. XMSR has NO content that will drive it from this point. The music and news is readily available at SIRI, online, on cable and on satellite TV. Neither music nor news will drive more than what we have already seen. Your vision of hardware and wishes and hopes that it will drive enough to XMSR is nothing more than a pipe dream. It hasn't worked to date for either. Neither stock is a valuation play. Neither stock price can be argued as being supported by traditional measurements of value. Both will get clobbered in a bad market. Stern is the home run. Despite your ignorance of Stern and your inability to focus, Stern will bring enough to SIRI to give them the shot to overtake XMSR. That success will breed success. Stern will get the radios to a mass audience unlike NFL or MLB or music or news. From there, the possibilities, note I said possibilities, are endless. Content down the road is a prediction that neither of us can answer. IF I were to invest in either and I wouldn't, I'd go with SIRI just because SIRI will be getting the STern listeners while XMSR is stuck in neutral.