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

To: i-node who wrote (1084)	11/19/2004 6:16:15 PM
From: rrufff	Respond to of 8420

So far this XMSR tout has been exactly wrong. From the moment that Stern announced, he proclaimed that SIRI was going to tank. He's a great contra-indicator. What he doesn't realize is that both companies' shares are selling on hype. You can't make a value play argument on either. Given that, XMSR had the game and has now moved into "coast". In a hype world, that is a recipe for losing. With Stern and Karmazin, the hype will continue going to SIRI as it has. I think the tout is going to be surprised at the number of Stern fans who will go to SIRI strictly because of Stern and his promotional abilities. Add Karmazin to the mix and you have an incredible sales and hype machine. Tell the tout to get his head out of the sand or perhaps it's somewhere else where the sun doesn't shine.

To: i-node who wrote (1084)	11/19/2004 10:02:29 PM
From: Mark Marcellus	Read Replies (1) \| Respond to of 8420

It is going to be interesting to see what kind of pop Sirius gets from all this exposure. The Letterman appearance last night was great for Sirius. But will it translate to subs? The other question is whether the immediate objective of all this is more to sell subs or to sell shares. Historically, SIRI has done a much better job with the latter. It's obvious they will ultimately have to do a lot better job of getting subs if they are going to survive, but their balance sheet and burn rate being what they are, they should probably go out with an offering ASAP to take advantage of the buzz. I wouldn't be buying though.