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

To: HEXonX who wrote (3042)	11/22/2006 2:04:23 PM
From: i-node	Read Replies (1) \| Respond to of 3386

>> BTW, what is your take on Lebed pumping XM? It is in the same category as Cramer pumping Sirius -- both total nitwits who arbitrarily favor one over the other from time to time. >> XM and Sirius are symbiotic in nature so I realized this after the earnings came out. A characteristic of a duopoly. However, SIRI runs more on hype while XM runs on execution. I think it just pertains to fundamental differences in the shareholder groups -- XM tends to be more institutional who are more interested in financial performance while Sirius tends to be retail, more responsive to hype and perceived execution. A fundamental difference, IMO, between hype/perceived execution vs. real execution is that the results (i.e., pps) from hype/perceived execution are realized immediately while actual execution takes some time to be realized. As a result, SIRI is the darling of speculators while XM is the dog. This is a temporary condition.