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

To: WeisbrichA who wrote (1267)	12/8/2004 11:30:54 PM
From: Captain James T. Kirk	Read Replies (2) \| Respond to of 8420

Not everyone owns a lap top or a even a wireless connection, it is not the norm and doesn't fit into everyone's life. But they do own cars with radios, and a Sat radio at home & $13.00 a month is still far cheaper than your route. Satellite high speed access is a ways off, it was tried prior adn died. Heck, 3 years ago I was told DSL would be dead...LOL. You don't like Stern, that much is assumed, but I have listened to him for over 20 years, and his brand of entertainment. If you doubt his listener base, then you clearly have not done the research. It is well known, and his yearly income draw alone for his industry is #1. Play the hype, play the growth, play the potential, play to speculate. XM is a bore, SIRI is exciting and has the power-play content, IMO. Wait until the year end subscriber #s are released, I think even the ANALysts will be surprised. The buying was not just about the stock. And if you think Stern is the only well known to make the move, just wait. Also, let's put the SELL rating into perspective. Apparently Tuesdays run forced the ANALyst to take action, They were OK with Mondays prce, but not Tuesday. So at the current levels, the ANALysts should be calmed down, to get their clints bacjk in. Read what they said,""While we remain bullish on company fundamentals, we believe the recent surge in the stock has taken Sirius to levels which are difficult to justify," Smith Barney analyst Niraj Gupta wrote in a note to investors. It's "too much, too fast," Gupta said. Both analysts cited Sirius' 11 percent jump Tuesday as an example of the market's overreaction.

To: WeisbrichA who wrote (1267)	12/9/2004 12:14:05 AM
From: i-node	Read Replies (1) \| Respond to of 8420

Weisbrich I understand your post, and I agree about your questions on Stern. However, on the other issues..... Remember, the target is automobiles. In that connection, a) It is going to be a very long time before you can drive coast-to-coast using your wireless Internet connection; b) When driving in a car, there is something to be said for being able to set the radio on the station of choice and driving; c) Your view of SDARS is far too narrow. XM, GM, Honda, and Toyota are viewing it more broadly, as a sizable "data pipe" to the automobile. There is something to be said for auto manufacturers to be able to do software updates while you drive down the road, or to deliver realtime traffic information as in Navtraffic, or to download the latest street maps for your Nav system or any number of other uses; d) When auto manufacturers start integrating IP entertainment services as factory installs, I'll start to think about IP as a delivery method. For now, it isn't a very realistic concern; e) SDARS and one-way communications is an inherently better way of delivering this particular content. There is simply no need for a bidirectional communications channel at this point. You should keep in mind that the upload portion of the bidi communications is very nominal bandwidth. What this means is that XM and SIRI will be implementing features that require bidi communications long before the download bandwidth is available to deliver high-bitrate content. BTW, with "Replay Radio" and other like programs on the internet, I can fall asleep and laptop battery power allowing, record the entire content onto my hard drive for later listening. Over the course of the next year you'll see a huge expansion of TIVO-like functionality in XM, and perhaps even Sirius, radios. I would encourage you to look more deeply at these technologies. They're going to be around for a long, long time. XM will be net-income profitable within 3 years.