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


To: kknightmcc who wrote (6024)1/24/2007 1:36:38 PM
From: i-node  Read Replies (2) | Respond to of 8420
 

That would depend on which company's license was given up and who the acquirer was. You are making broad blanket statements as if it was XMSR that would survive a purchase or merger of the two companies. Any outcome of such a combination is yet to be seen.


The only real possibility from a financial point of view is a merger, not an acquisition of one by the other.

But I wasn't addressing that. My remarks are based on the fact that XM's technology platform is vastly superior to SIRI's. XM has two new satellites which will last 15-18 years. XM has a codec that is 30% more efficient than SIRI's. XM's current constellation provides better reception than SIRI's. And there are more OEM vehicles in existence with XM's receivers than with SIRI's.

There are no circumstances where a combination of the two would result in SIRI's infrastructure surviving, UNLESS they could figure a way to cost-effectively use it for something else. Which seems sort of far-fetched.

Seems like a moot point to me -- I don't believe there is going to be any merger or acquisition between these two -- although SIRI being purchased by a third party seems possible to me.