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Technology Stocks : Sirius Satellite Radio (SIRI) -- Ignore unavailable to you. Want to Upgrade?

To: HEXonX who wrote (4459)	6/5/2006 7:15:01 PM
From: i-node	Read Replies (2) \| Respond to of 8420

Sure, genius. XM could EASILY settle with RIAA just like Sirius did for the S50; i.e., just give them what they want. Which isn't just money. It is a device that heavily restricts what the owner can do with it. XM is fighting the good fight, and once they win (which they will), Sirius will likely benefit from it. Sirius has benefitted by XM's innovation throughout sat radios short history. EVERY SIGNIFICANT INNOVATION, from the plug & play receiver to telematics and everything in between, was done by XM and Sirius benefitted from it. To date, not one substantial innovation has come from Sirius. XM is standing up against RIAA and XM shareholders are taking the hit for it. To the extent Sirius caves to the RIAA, they may incur ongoing VARIABLE COSTS that adversely affect SIRI's business model going forward. XM is suffering from a failure to market the product. One they must get turned around. But they continue, in spite of their troubles, to be massively undervalued with respect to Sirius, leading by every financial metric, and clearly taking an insurmountable lead in the content arena (even SIRI's one major content item, Stern, now has fewer listeners than XM's low-cost competing programming).