XM Satellite Radio Holdings Inc. (XMSR)

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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

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Reply	Message Preview	From	Recs	Posted
886	Points well taken Mike. I've enjoyed tonight's debate too, and perhaps	Sector Investor	-	9/29/2003
885	Greetings David, You and Sector have had a good discussion and I hope you don&#	akmike	-	9/29/2003
884	<<What can they get the price of the antenna down to? This is a major cons	Sector Investor	-	9/29/2003
883	<I>Geesh. That is a very long time when other competitors are eyeing this	i-node	-	9/29/2003
882	<<Well, we'll see about Internet; they certainly aren't doing it j	Sector Investor	-	9/29/2003
881	<I>How can radio-only compete against bundled services where radio is just	i-node	-	9/29/2003
880	<<Which other technology is THAT?>> Technology that lets other play	Sector Investor	-	9/29/2003
879	<I>They only had a short window before other technology begins encroaching	i-node	-	9/29/2003
878	IMO, XMSR will never get there with it's current business model. They only	Sector Investor	-	9/29/2003
877	<I>KVHI has almost no debt, and only 11.5 million shares outstanding. They	i-node	-	9/29/2003
876	<< still like KVHI; but it doesn't have anywhere near the potential of	Sector Investor	-	9/29/2003
875	>> Why not? I was referring to the current version. I'm sure it will	i-node	-	9/29/2003
874	I think the FCC wrote an interoperability clause when the licenses for SIRI and	turnmore	-	9/29/2003
873	<<Well, if I have to have one, I damned sure don't want the one KVH is	Sector Investor	-	9/29/2003
872	<<SIRI is threatening to attempt to do video -- so KVH would be competing	Sector Investor	-	9/29/2003
871	<I>It would be nice if you could buy radios and antennas that would work w	i-node	-	9/29/2003
870	It would be nice if you could buy radios and antennas that would work with eithe	TimF	-	9/29/2003
869	<I>Not sure I like that........would rather see them stay out of the equip	i-node	-	9/29/2003
868	>> One antennae.......... Well, if I have to have one, I damned sure don&	i-node	-	9/29/2003
867	PS: One antennae..........One of my points would be that I only want one antenna	Michael Hart	-	9/29/2003
866	>Yes, that's correct -- although, XM is easing toward becoming an equipme	Michael Hart	-	9/29/2003
865	<I>Correct me if I'm wrong but aren't XMSR and SIRI program provid	i-node	-	9/29/2003
864	< I think KVH's idea, using someone else's bandwidth and programming,	Michael Hart	-	9/29/2003
863	Reread my post. Distance and transmission power are the key factors. Distance is	Sector Investor	-	9/28/2003
862	>> Size is another matter entirely Well, if it can be made sufficient fla	i-node	-	9/28/2003

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