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

To: Bill Keating who wrote (2705)	7/20/2006 6:51:09 PM
From: Michael Young	Respond to of 3386

<<The majority of the football fans prefer Sirius>> They should since SIRI has the NFL and some college conferences. XM just has the ACC, Big 10, and Pac 10 from memory. I'm not a huge MLB fan but I do enjoy catching some out of market games on XM while driving around. MIKE

To: Bill Keating who wrote (2705)	7/21/2006 12:17:35 PM
From: pcstel	Read Replies (1) \| Respond to of 3386

I don't understand. Why would this cause a revision of Q2? The quarter is over and subs have already been announced. Rest assured. If management can find a scape goat for the failing of the business plan. They will take full advantage of it. So instead of having to "stand up and face the music".. They will simply Weazel out of it and blame it on an "overzelous" FCC. My guess would be a revised Y/E target of 8 million, with a further revision in Q4 to 7.5 million. In the mean time. 100's of millions of dollars will sail away in CPGA costs to acquire a pittance of ARPU. CHURN is eating this one alive! Could the market possibly be right? On the other hand, if the market is wrong, as it often is, then this is a great buying opportunity, but I already have too much invested in them. On the contrary. The market is SELDOM WRONG! The Bean Counters have returned to their normal job of counting beans. The "Shaa-Zam" effect of technology is gone. There is nothing left to do but count the beans. The market doesn't like what the beans are telling them. The best comfort I can find is that everyone who has the product loves it. Well, if you find a combined annual CHURN rate of 30% comforting? Then you and I have different concepts of what "comfort" is. The fact that 30% of your "subscribers" deactivate the service on an annual basis is a sure sign that everyone who has the product doesn't love it. Or more so.. They love it when it was free, but they didn't love it enought to cough up $12 a month for it. The real winner in SDARS will be the first company in and out of BK. And so it goes. PCSTEL