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

To: pcstel who wrote (3192)	2/2/2007 12:13:31 PM
From: i-node	Read Replies (1) \| Respond to of 3386

But, you and your bunky kovachs, claimed that it was a FACT that OEM CPGA was HIGHER then Retail and that that was no explanation as to why SIRI's CPGA was higher. I have never made any such claim, and in fact argued with you years ago that OEM was lower. I have always maintained through my research Thanks for the laugh. You, of course, mean your "made up facts", right? I decided to go with the blended rate and base my calculations on that, instead of posting a higher number on the concept that OEM was HIGHER. Why would you think OEM was HIGHER? Can you provide any basis, whatsoever, for such a remark? Okay, so now you're on the other side. OEM is lower. OEM is higher. But nevermind, I'll just use the "blended" number (which, of course, has no relationship to reality, whatsoever). DO YOU BELIEVE THAT $100 IS A REASONABLE FIGURE FOR XM'S OEM CPGA? If so, on what do you base it? If not, why do you choose to use it?

To: pcstel who wrote (3192)	2/3/2007 2:43:43 PM
From: kovachs	Read Replies (1) \| Respond to of 3386

If you remember.. I have always maintained through my research that Retail CPGA was HIGHER than OEM, and thus the reason why SIRI's CPGA was always higher than XM's Boy, I see you still know just know enough to be dangerous. Still pushing the idea that the reason SIRI CPGA is higher than XM's is because they have more retail subs, and that retail subs are more expensive than OEM........heh heh. If you would break down the retail spiff and what the actual contracts are with DCX and F you would be able to see the error of your ways.