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


To: i-node who wrote (5407)10/24/2006 12:19:46 AM
From: pcstel  Respond to of 8420
 
But does that mean one can't easily compute it?

Not from the same guy that can't pull out a simple number (like the number of terrestrial repeaters) out of an SEC statement without indiscriminately adding mystery multipliers to it.. LOL!!

Why are you so willing to give Sirius a pass on not providing this statistic after you argued its absolute importance so forcefully years ago? If a company does not provide it, you should do what? Just say, "Oh, that figure doesn't matter"?

LOL! I am giving no one a pass. It is just another trait of a popsicle stand

If a company does not provide it, you should do what?

LOL!! I would add it to my active "stocks to short" watch list.

I don't care what it is called CPGA or whatever. But common sense tells you that at this stage of the game (not 3-4 years ago, but now) the cost of adding subscribers has become a very important distinguishing characteristic between the two competitors and it is therefore important to look at it when you are trying to decide which is performing better.

Look! You know my opinion on both of these popsicle stands.. In the end.. It's all about the same.. CPGA too high on both of these popsicle stand and CHURN is way too high, for the pittance of ARPU generated. Which one ends up at the BK court steps is anyone's guess.. My OPINION is that one of them is going to file a petition, and when that one files.. The other one is dead money, until they file.

It is as though you have abandoned all of your prior arguments. No longer is adding subs cost effectively important. What matters now is sheer numbers. Right?

Good God man.. You are delusional!! I have abandoned nothing of the sort.. Simple CPGA too BIG, ARPU too SMALL. And those CHURN metrics are only going to hasten the inevitable. The growth story is being sucked out of these popsicle stands, and along with it.. Goes the PPS.

Like I have said many times.. I only find it humorous to see you here throwing Molotov cocktails at SIRI while your own house burns to the ground. It's called HYPOCRISY and BITTERNESS!!

Cheers,
PCSTEL