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

To: kovachs who wrote (5269)	10/5/2006 11:50:49 AM
From: pcstel	Read Replies (1) \| Respond to of 8420

Uh, yeah, and SAC is by far the largets component of CPGA. The reason I did not respond is that I would have a better chance teaching a feral cat calculus than explaining CPGA to you and why it is commonly understood by all that right now (as the deals are currently structured for existing OEM's), retail subscribers are much more profitable than OEM subscribers. Why? Because of the lower CPGA costs. LOL!! Boy, the day you teach me something about Subscriber Models is the day the sun doesn't rise. You can just ask you "bunky" Mr. Ray about the lesson he has recieved about these "popsicle stands". BTW.. How's that "It's a buy here @ $12 doing"? So, I just have one question?? If you believe that retail adds are so much cheaper than OEM on the CPGA side of thing, and hence are more profitable than OEM. Then why is it that SIRI losses and CPGA costs are so much higher than XM's? I mean.. On one side of the equation.. We have what is nothing more than YOUR OPINION.. Versus what we are seeing in the real world as numbers being posted. Seems like SIRI's "retail heavy" strategy looks much better than XM's OEM heavy business model? And so it goes, PCSTEL