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

To: camtriso who wrote (1765)	1/30/2005 9:36:35 PM
From: i-node	Read Replies (2) \| Respond to of 3386

To prevent the board from becoming mired down in a discussion "about me", I will respond only to your factual misunderstandings and inaccuracies. My retail share calculations were accurate. At least moreso than Sirius' retail share numbers LOL. Sirius claimed 51% retail share. Clearly, the real number is in the area of 42-43% (slightly higher than my 42%, since Sirius actually ended Q4 with 130K net OEM adds (vs. my estimate of 100K), and a pretty damned good achievement for them IMO). My computation was absolutely appropriate. The 250K number I used for XM's OEM adds was a "NET ADDS" figure, meaning the "lag" you mention is not a factor. XM ended Q3 with about 400K promotional subs, of which ~40% will not subscribe, leaving 240K net adds. Add 10K for growth from Q3 and there you have it. Your remarks concerning XM's "lag" is the same nonsense argument Sirius_Rich has been spouting on Yahoo today, and he is wrong and numerous very bright people there have tried to set him straight to no avail. Understating and Overstating I responded to your post on this subject, point by point I believe, and refuted (or agreed with) every item in it: siliconinvestor.com If you see bias in this post please explain where. As to the Toyota '07 model year, further information is available here: Message 20999611 His comment regarding that an 8k would have been required is simply not a factual comment. We disagree about this and you've yet to support your position. I asked you to cite examples and you didn't. It is beside the point. There is simply no evidence of any agreement between Sirius and Toyota. Meanwhile, we have various quotes from Toyota personnel claiming the agreement DOES exist. I BELIEVE ANY AGREEMENT BETWEEN TOYOTA AND SIRIUS WOULD BE MATERIAL, AND WOULD NEED TO BE REPORTED IN AN 8K. I refuted your later example of XM's acquisition of a tiny production company. *(I would point out that Sirius DID* feel compelled to file an 8K on announcement of the Penske deal.)** David Ray felt that XM still had more time to file on a recent announcement. To date, there has not been a filing. There was no bias in the post, just a reporting of factual information. This is not what I said. What I said was: "I think you're jumping to conclusions. First, the filing would be due on Monday, if at all. But for an asset acquisition, the materiality limits are 10 or 15% -- certainly, this tiny business is not of sufficient size to amount to 10% of XM's assets. They may make a filing, but I don't think they would be required to file." The bottom line is that you have an agenda, not me. I am commonly accused of bias, but I don't see too many posts explaining EXACTLY WHAT I'VE SAID THAT REFLECTS BIAS. I don't hate Sirius; I owned it before almost anyone on this board. I simply believe it has been severely mismanaged, and the current management has a very long slog to get out of the mess. When they do, I'll be a buyer if the price is right. There is no bias, and I defy you to prove there is. I simply believe Sirius is a $3 stock that is currently priced at double its value. I will refrain from posting on this thread, preferring instead my newly created one, in an effort to minimize the lunatic attraction from some of the other threads that like to chase me around. But when you come here lobbing false accusations don't expect that I will not bother to respond. In my opinion XM is a far better investment than Sirius. I am always pleased to explain my position and I don't see too many people on either thread putting up a good argument against the rationale I present. Given that, if you have evidence to back up your false allegations, let's see it. Otherwise, perhaps you ought to consider withdrawing your remarks.