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

To: kovachs who wrote (2874)	9/24/2006 12:17:58 AM
From: pcstel	Respond to of 3386

LOL!! Looks like someone figured out who was the moron. PCSTEL

To: kovachs who wrote (2874)	9/24/2006 12:30:38 AM
From: kovachs	Read Replies (3) \| Respond to of 3386

I mean if retail was higher, then that would go a long way in helping us figure out why SIRI's SAC/CPGA is higher than XM's. Well, retail is not higher it's lower according to Sirius itself. So, Sirius pursues a "retail heavy" strategy according to you, yet their SAC/CPGA is higher than XM's, even though retail CPGA is lower than OEM CPGA for Sirius. So we come back to the question. If Stern is "profitable" and Sirius has "less" churn, and higher REVPAR than XM how is it that they lose hundreds of millions of dollars more than XM at the same subscriber levels?