SI
SI
discoversearch

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 (2987)11/6/2006 12:25:42 PM
From: i-node  Respond to of 3386
 
kovachs

XM is a different company than it was a few months ago. Davis has a accomplished a hell of a lot in 3 months IMO. The absence of Steve Cook on the CC was a noticeable positive.

Perhaps the most telling remark was in the Q&A when he was pressed about growing subs versus spending and he made it abundantly clear that subs would not be acquired at "any" cost.

This is contrary to what the competition is doing right now and their financials are going to reflect it IMO.