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


To: i-node who wrote (5168)9/21/2006 12:36:17 PM
From: rrufff  Read Replies (2) | Respond to of 8420
 
You post the same shyte over and over. It doesn't change the reality.

You've been DEAD WRONG in your prediction that XMSR share price would be $60.

You've been DEAD WRONG in your prediction that SIRI share price would be $2.

You've been DEAD WRONG in your prediction as to subs for XMSR.

You've been DEAD WRONG in your prediction as to subs for SIRI.

Is there no quality control when they hire TOUTS at XMSR?



To: i-node who wrote (5168)9/21/2006 1:21:54 PM
From: pcstel  Respond to of 8420
 
I don't buy into the notion that you attribute subscribers to a single content item; doing so suggests that the programming is too dependent on a single person (e.g., as Sirius is with Stern).

Hello, Earth to David Ray.. Come in David Ray..

Dude! If there is one thing subscriber based business have found out over the last 10 years is that a single piece of exclusive content will drive Net Ads and these users that subscribe for a given piece of exclusive content will demonstrate dramatically lower CHURN.

Take a look at DISH. DISH has developed a very low CHURN subscriber base sub-set by delivering terrestrial domestic Television Channels from certain selected international souces.

The call it the DISH Latino package.

Now my wife and I have cable TV in our home for Internet and Television. Now I pay the additional $15 bucks a month to get the Higer Service Tier on cable only because I need to get SPEEDTV to watch the Formula 1 races. As soon as the F1 season is over. I cancel the premium tier of service. Now my wife is from Colombia. DISH Latino offers TVColombia on satellite. Which my cable company doesn't. So we also have a DISH Network subscription in order to receive only TVColombia. Now of her large group of South American Friends.. I can tell you that 80% of their households also subscribe to DISH so they car receive their home channels in Chile, Peru, Brazil, etc. Now I can tell you with great certainty that the Cable Company would go before DISH and TV Colombia would go.

It is that one exclusive content channel that captures the customer.

Likewise, my wife listens to Colombian Radio Stations over the Internet all the time. I can guarantee you that if XM or SIRI had a Colombian Radio Channel (even low bit rate) that my wife could get in the car.. She would be standing in line to have it installed.. And you wouldn't need to worry about my wife becoming a CHURN statistic.

The Satellite TV providers have learned this lesson well.

People will subscribe and CHURN at a lower level to receive one specfic piece of content.

And so it goes,
PCSTEL