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

To: pcstel who wrote (2715)	7/24/2006 5:50:11 PM
From: i-node	Read Replies (2) \| Respond to of 3386

>>>>> Companies like Iridium, Globalstar, Loral, Leap, etc. The real money to be made is in the secured debt at the right time. Talk about drinking the Koolaid! To mention XM and SIRI in the same breath as Iridium reeks of nonsense. >>>>> And I called these SDAR companies ZERO's before most anyone here knew what SDAR's were. When either files for reorganization then you can proclaim yourself to have been "right". Until then, you've been wrong about more than you've been right about. Hey, XM made some wrong turns in the last year and the stock has over-reacted as stocks are prone to do sometimes. And Sirius' shares have been mispriced relative to XM for more than a year. XM has a billion in LTD vs. 2 billion in assets, over 1/4 of which are cash equivalents, they are sufficiently liquid for the forseeable future. You have persistently claimed that ARPU is too low, SACs are too high, and churn is too high. After you buy these dogs post bankruptcy, which of these three factors will have changed?