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

To: Ok2Launch who wrote (1691)	1/21/2005 3:42:41 PM
From: Michael Hart	Read Replies (1) \| Respond to of 3386

The stock will react to the details of the report. My take is that the internals to the fundamentals will continue to show improvement (in XMSR) as they have for the last 8 quarters. Subscriber aquisition costs etc. will be the key. XM will show continued improvement in these areas as they have every quarter for 2 years. You may be right that this will only increase the stability of the PPS. SIRI on the other hand will again show a decrease in their ability to slow down the bleeding and will be treated accordingly, at least by the big money. I don't discount that there will than be an inflow of momo investors coming in to find the bottom (in SIRI) which will cause the bounce from the sub $5 that I mentioned. Just another great period to be a trader in this great segment. Be well, Mike