Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : XM Satellite Radio Holdings Inc. (XMSR) -- Ignore unavailable to you. Want to Upgrade?

To: billcasto who wrote (1687)	1/20/2005 7:25:31 PM
From: i-node	Read Replies (2) \| Respond to of 3386

>>>> David, did I read this correctly, 400,000 overstated. Also, where do you think we go from here? Understated. They "hinted" at getting 400K more than their guidance reflects. Frankly, I think they're sandbagging pretty significantly -- they just like to be conservative in everything they do. If OEMs deliver 2 mln gross adds, that's half of 6 mln right there. Honestly, this could prove conservative if Toyota speeds up a bit. Also, there will be some factory installed used cars coming on the market. I think 6.2 mln by year end isn't out of the realm of possibilty.