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


To: TimF who wrote (6060)1/25/2007 2:38:16 PM
From: i-node  Respond to of 8420
 
Thanks for that post, Tim -- interesting links.

What's interesting is that even Ibiquity and other IBOC interests backed out of PAC, leaving SIRI as the only player using Ibiquity's PAC.

I think this is one of the highly underestimated problems SIRI faces, as sooner or later it would seem that PAC will cease to exist. One could argue that, well, SIRI can keep using it from now on, and that's true. But anyone who has ever dealt with software knows that when there is nobody left using a product it gets very difficult to continue evolve the product in any way.

How does SIRI transition away from PAC? There is no "spare" bandwidth available for any kind of "parallel" transmissions on a different codec, and a transition otherwise means replacing receivers.

Another SIRI problem a merger might solve I guess... ;)