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Technology Stocks
XM Satellite Radio Holdings Inc. (XMSR)
An SI Board Since October 1999
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2236Thanks for getting me to focus more specifically on churn. I think you're DaveMG-2/17/2006
2235So by the end of 07 when subs will presumably have already reached 10 million chDaveMG-2/17/2006
2234<I>But what about churn, is it 18%/yr. That would be a big problem becausei-node-2/17/2006
2233<I>Let me see if I can answer this one for you. CPGA is supposed to be thei-node-2/17/2006
2232But what about churn, is it 18%/yr. That would be a big problem because as the sDaveMG-2/17/2006
2231<i>You have Op Ex, and Cap Ex, and Revenues.. But, the most important variDaveMG-2/17/2006
2230<I>really think you're splitting hairs and this issue is not going to i-node-2/17/2006
2229I really think you're splitting hairs and this issue is not going to determiDaveMG-2/17/2006
2228<i> How bout looking at it in this simplistic way, without getting into thpcstel-2/17/2006
2227<i> I do have a difficult time understanding why Sirius hasn't been abpcstel-2/17/2006
2226How bout looking at it in this simplistic way, without getting into the SIRI/XM DaveMG-2/17/2006
2225<I>In the end.. it turned out to be just like every other subscriber modeli-node-2/17/2006
2224<i> I don't know; I do know that I wouldn't have touched the Iridipcstel-2/17/2006
2223<i> We haven't seen it, to date, with XM -- at least not beyond what apcstel-2/17/2006
2222<I>So was Iridium's at one time. </I> I don't know; I do kni-node-2/17/2006
2221<I>But the CPGA they provide is not a complete subset of the Cost Per Grosi-node-2/17/2006
2220"They do disclose CPGA, every quarter." But the CPGA they provide is pcstel-2/17/2006
2219"XM's shares have, at times, been 90% or more in the hands of institutipcstel-2/17/2006
2218<I> Did XM count them as customers?.......Yep Did they deactivate?.......pcstel-2/17/2006
2217<I>This is really the reason that XM doesn't provide what I would calli-node-2/17/2006
2216<i> he argument that XM's disclosure is inadequate is wrong. And it ispcstel-2/17/2006
2215<I>But, the self described SAC's are only a portion of Total CPGA. XMi-node-2/17/2006
2214<i> It would make more sense, it seems to me to look at churn from those wpcstel-2/17/2006
2213<i> XM's SACs will be well under half that. </i> But, the self pcstel-2/17/2006
2212From a post by "Monterey" at xm411: <I>He was employed at AEA ai-node-2/17/2006
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