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

To: i-node who wrote (2864)	9/23/2006 3:13:17 PM
From: pcstel	Respond to of 3386

This cannot be shown. Sure it can.. It's right there in the SEC statements. SIRI claims their overall CHURN (Retail/OEM) is 1.8%. While XMSR says their non-promo OEM churn is 1.8% PLUS the promo CHURN which currently comes out to be about another 10% annualized. You can claim that it can not be shown.. But, it's their clear as the day in the SEC statements. Sirius has refused to disclose the take rate on its OEM subscriptions, saying only that it may be "about the same as XM's". Yes, that is also whay I have heard.. The other day your bunky kovchas stated.. "They have repeatedly said in public statements that they don't have enough data to provide the answer. It appears to me that you have no idea what the conversion rate actually is." Message 22840637 Looks like someone needs to start verifing his OPINONS before he presents them as FACTS. And so it goes, PCSTEL