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

To: WeisbrichA who wrote (1280)	12/9/2004 1:37:57 AM
From: i-node	Read Replies (1) \| Respond to of 8420

>> Says who? Well, me. But in-auto use is what is driving the SDARS market. Almost totally. The growth of the industry is totally from OEM deals. As Clayton indicated yesterday, going forward SIRI expects 75% of their business to come from OEM installs. XM, even a larger portion. The satellite device that I liked is made to hook up to my HOME stereo and can also hook up to my PC or laptop. Another device called the "Roady2"? does both in home, auto, or wherever beach. One of the companies even offered a boombox device. There are definitely devices for every application (Polk is making an XM tuner now). And I use mine inside as well. But most listeners are using them in the cars and that is likely to continue. Also, not discounting what you've said, but XM is making a solid push into IP streaming with XM Online -- now standard issue with Windows Media Center, WMP10, and on Dell Dimension PCs. This is likely to become a substantial revenue stream for XM over the coming few years. But satellite delivery will continue to be the core of the operation. There is no doubt wireless technology is moving more quickly than I ever thought it would. I think it will be important for XM and SIRI to become media companies, not just satellite radio companies. Hopefully, that's what they're doing. Thanks for your comments as well.