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


To: caly who wrote (1146)12/3/2004 7:45:50 AM
From: Ed Newman  Read Replies (1) | Respond to of 8420
 
I am looking for some information that I don't quite know where to get when comparing XM and SIRI.

1, What does each company consider the Cost of acquiring a new subscriber?
2. What is the take rate for the people who get cars with XM vs cars with SIRI?

Thanks team
ed



To: caly who wrote (1146)12/3/2004 11:51:49 AM
From: TheAlaskan  Read Replies (1) | Respond to of 8420
 
Your assumption is correct. The lifetime subscription is only for the hardware. It is not transferable to a new piece of hardware. Therefore, I would suggest that if you are considering a lifetime subscription that you purchase a more recent gen 3 or gen 3.5 model if you can find one (might be available in limited quantities after CES in January). In five years, the size of Satrad will be as small or smaller than an I-pod, have a better antennae system and might be mated to a cell phone, an I-pod and a PDA rolled into one that can go from car to home stereo, to computer, and be able to plug into a boom box.
There will also be future interchangeability between Sirius and XM.

Satrad development is expected to follow the changes in cell phone technology...smaller, more features, etc.



To: caly who wrote (1146)12/3/2004 4:54:19 PM
From: Green Receipt  Respond to of 8420
 
if thats true, then it would pay to keep that receiver active.

but even then its probably got a chip with a serial number or something. u could probably solder in the old chip or swap a card, etc (if it uses smart cards).