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


To: i-node who wrote (2095)1/19/2006 7:13:56 PM
From: Sirius_Rich  Respond to of 3386
 
>>SACs have been well-controlled as has churn.

How controlled are they? Frontmed, what do you expect for XM's churn % and SAC for Q4 '05. TIA.



To: i-node who wrote (2095)1/19/2006 8:47:51 PM
From: pcstel  Read Replies (1) | Respond to of 3386
 
As I told you back then, you don't comprehend the power of the business model.

LOL! !That is obvious.. Just getting tired of wondering WHEN we will see the power?

I just have one question for you. About 4 years ago.. You made this statement.

There is no question we'll see considerable dilution -- the company has clearly stated its expectation that an addition $400-600 M will be required before break even. The premature satellite failures could require even more. But, it still isn't a problem. This business will be a money maker long term.

I guess I didn't really understand what you were talking about when you made this statement. When you said that an additional $400-600Million would be required before break even. I was under the assumption that you were talking about MONEY. As in $400 - $600 Million Dollars additional. I didn't understand that you were talking about another 400-600 Million SHARES to be issued.

As Dorthy sang on The Wizard of Oz...

"Somewhere Over the Rainbow".

And so it goes,



To: i-node who wrote (2095)1/19/2006 8:57:24 PM
From: pcstel  Read Replies (1) | Respond to of 3386
 
I'm not sure why this is so difficult for some people.


LOL!! I don't know.. I'm still waiting to see those 65 to 70% Gross Margins you claimed we were going to see at the END OF 2003

Somewhere over the rainbow.

And so it goes,

.