Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: i-node who wrote (4637)	7/28/2006 10:25:32 AM
From: pcstel	Read Replies (1) \| Respond to of 8420

I'm not even sure what your point is with this. Just sounds like more rambling to me. LOL!! It's not MY POINT!! It's your's. You claimed you didn't know ANYONE who got a free radio. Now, you turn around and state. "I know that when I bought my Infiniti FX the dealer threw in the XM to close the deal. I guess you could say I got a "free" radio but that doesn't mean someone didn't pay for it." There is rambling going on all right.. LOL!! But, it appears you are the one doing the rambling.. "I don't know anyone who got a free radio (ramble), (ramble), (ramble) I got a free radio." I really don't see how we can know whether your popsicle stand claim holds up or not. Exactly, yet another case of moving the line back 20 yards and claiming no one has won yet. Let me help you out here. A float that has expanded 400% Cash flow breakeven that has been moved back 3 years in a row (soon to be 4) Subscriber targets that keep getting reduced. LOL! Did you realize they went from 9 million to 7.7 million range in about 65 days. I'll tell you right now, that I would put their chances at that 7.7 million figure at about 10%.. Their Promo period subscribers went up about 200K from last quarter with ~600K Promo Subs. They are going to lose about 275K of those, and another 472K at the 1.5% monthly CHURN rate by December. So that is about 750K (75 million in CPGA Expenses you can kiss goodby)off of your 7 million. That means they have to add 1.5 million Gross Adds in the next 5 months. Don't forget that the Christmas Buying Season is dominated by "retail sales". A segment in which XM has been struggling against SIRI. The Popsicle Stand has been running at full steam and the Popsicle's are melting all over the place. This view is UNDENIABLE. The fact that you are in Denial (or unwilling to admit I was correct) is a problem that you need to deal with personally. Regards, PCSTEL