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

To: GVTucker who wrote (1707)	1/24/2005 9:50:09 AM
From: i-node	Respond to of 3386

>>> They've got SIRI at a buy, XMSR at neutral. They think that SIRI will get a 50% market share and have a higher operating margin. Mostly, though, it's a Karmazin play. The SIRI report was pretty speculative if you ask me. A lot of "Karmizan" as you say, and the rest is based on a presumed "content" advantage. I think the new guy has clearly sipped the "content is king" Koolaid. I think XM should be more assertive about defending its content superiority. If you have enough of these people claiming that Howard Stern IS content, pretty soon they'll start believing it.