XM Satellite Radio Holdings Inc. (XMSR)

STOCKTALK

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Technology Stocks
XM Satellite Radio Holdings Inc. (XMSR)

An SI Board Since October 1999

Posts	SubjectMarks	Bans	Symbol
3386	84	0	XMSR

Emcee: HiSpeed	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
1411	As far as I understand it, the FCC has in effect granted these two companies a d	Sam Citron	-	12/7/2004
1410	Could you please elaborate on the competitive advantage that XM enjoys from its	Sam Citron	-	12/7/2004
1409	What did the FCC do that was generous? Give them spectrum for free? (Did they	TimF	-	12/7/2004
1408	I think that the FCC should play a more active role in encouraging them in this	Sam Citron	-	12/7/2004
1407	Thanks. Better to have someone who knows what they're talking about on this	i-node	-	12/7/2004
1406	Tim XM & Sirius retain licensing rights for their chipsets. So, they have	i-node	-	12/7/2004
1405	<I> Imagine further that I could subscribe to all 6 classical music channe	TimF	-	12/7/2004
1404	The XM chipsets are two generations ahead of Sirius. XM would be giving up one	GVTucker	-	12/7/2004
1403	But could some third party create it or would both XM and Sirius have veto powe	TimF	-	12/7/2004
1402	But that's not my point, David. My point is that XM and SIRI each have some	Sam Citron	-	12/7/2004
1401	I don't know. The car I have now has Nav, part of a $5,000 package I though	i-node	-	12/7/2004
1400	<I>I wouldn't think they would have to be that integrated. Just put bo	i-node	-	12/7/2004
1399	<i> The chipsets are just so different; trying to integrate them is a chal	TimF	-	12/7/2004
1398	Not every radio needs to have a built-in nav system. I think most consumers who	Sam Citron	-	12/7/2004
1397	Sam I think there are considerable technical challenges to overcome. The chips	i-node	-	12/7/2004
1396	Dave, One thing that I do not understand is why XM and SIRI are so slow to embr	Sam Citron	-	12/7/2004
1395	I've bought some puts on SIRI. But I think XM is undervalued at this point,	i-node	-	12/7/2004
1394	FWIW - I would be in neither stock right now........and am not.......while I agr	Michael Hart	-	12/7/2004
1393	Thanks, David. Last week I shorted SIRI based on valuation and had to take a 10%	Sam Citron	-	12/7/2004
1392	Sam The best description of what has happened here is "fiasco". There	i-node	-	12/7/2004
1391	This is not good news for SIRI......simply put...if you buy a Toyota off the lot	Michael Hart	-	12/7/2004
1390	Dave, Bullish PR from both XM and SIRI concerning Toyota and both stocks strong	Sam Citron	-	12/7/2004
1389	XM delivers Toyota In one of worst acts of self-humiliation seen to date, Siriu	i-node	-	12/7/2004
1388	I think this is going to happen. This has been floating around for a couple wee	i-node	-	12/5/2004
1387	I heard on my XM from some analysis on Bloomberg that XM and Sirius have a good	billcasto	-	12/5/2004

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