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To: i-node who wrote (5972)	1/20/2007 1:18:16 AM
From: pcstel	Respond to of 8420

The operative term is "current". Yes, I operate off of "current" verified data sources... Not David Ray's "pie in the sky", "becuase David Ray says so" pipe dream opinons presented as FACTS. After all.. We have all seen the end result of your Opinons that you presented as FACTS. LOL!! Lets review what XM Management stated in the last CC.. Nate Davis On the processing issue relative to conversion rates, yes, that processing issue is behind us. We will see a gradual, relatively soft increase in conversion rates, because that problem is behind us. I don't think you're going to see a step up, a major step-up in conversion rate. I want to manage the expectations here. It’s not going to have a major jump, but yes, that particular problem we talked about in previous calls is now behind us and is not really an issue. Now, on the churn, I believe you asked about self-pay churn. Self-pay churn, I talked about some of the day-to-day operational sort of things that we needed to do to improve self-pay churn. Again, I think we're going see some improvement in self-pay churn. I know we are because we have seen the actual trends month to month. I think we're also going to experience an increase in self-pay churn because of the fact that NASCAR is rolling off of the network and as it does there will be some subscribers who are NASCAR loyalists who will roll off as well. That may affect us late this quarter and early next quarter. I think you'll see a few things counter balance each other, and as I mentioned, churn should stay relatively flat and start to come down next year. So "current" seems to be quite "operative" according to XM management for the near term. No big step up in the conversion rate, and Churn should stay relatively flat. Wonder how those "retention programs" are going to affect ARPU? I told you that you weren't going to like those numbers.