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To: i-node who wrote (131)	3/21/2005 11:31:26 PM
From: RedCrystal	of 179

<< if they are really able to get competing brands out before XMAS, it could begin to generate significant numbers of subscribers>> I agree. C&P appears to be a stoke of genius. Home entertainment systems are the hot high-end consumer product. A lot of people are going to spend thousands of dollars on these systems and C&P (along with the new home repeater) is a perfect way for XM to piggyback on this phenomena. A home entertainment system will not be complete without XM. Add to this C&P table radios, new XM2GO stuff and who knows what else, and this should be one hell of a Xmas.

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To: RedCrystal who wrote (132)	3/21/2005 11:39:01 PM
From: i-node	of 179

>> C&P appears to be a stoke of genius. No doubt about it. XM's engineering is just kicking ass IMO, and you really have to wonder what's next. Every innovation thus far has come from XM, it seems to me (the biggies being the PNP, the MyFi, and now C&P). While Sirius was out throwing money at retailers (RSH and SatTV retailers) to get them to hawk their product, XM has, I think, effectively cut them off at the knees by focusing on the technology. With C&P, it is so inexpensive for manufacturers to add XM they almost have to do it. And it is totally impractical for them to add Sirius to these receivers at this time, just due to cost constraints. The real question is how long will it take Sirius to come up with something competitive.... (I'm sure they could announce it any day, but actually HAVING it, that's a different matter).

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From: i-node	3/23/2005 9:20:07 AM
	of 179

This updated list was provided to me by someone who posts on another thread. Hyundai's commitment to XM Standard Equipment is a major milestone for the industry, and will likely apply pressure to other OEM's to follow suit. XM is well positioned to take advantage of the situation, as it doesn't cost an arm and leg to do it. The cost for Sirius to do standard equipment will likely be prohibitive for another year or more (not that that ever stopped them LOL)... 1 GM 4,617,300 XM Factory 2 Ford 3,098,719 Sirius Factory 3 Chrysler 2,206,024 Sirius Factory 4 Toyota 2,060,049 XM Factory 5 Honda 1,394,398 XM Factory 6 Nissan 985,988 XM Factory 7 Hyundai 418,615 XM Factory 8 BMW 296,111 Sirius Factory 9 Kia 270,055 ----- 10 Mazda 263,882 Sirius Factory 11 Volkswagen 256,111 BOTH 12 Mercedes-Benz 221,366 Sirius Factory 13 Subaru 187,402 ----- 14 Mitsubishi 161,609 ----- 15 Volvo 139,067 Sirius Factory 16 Audi 77,917 BOTH 17 Suzuki 73,946 ----- 18 Jaguar 45,875 Sirius Factory 19 Saab 38,159 XM Factory 20 Land Rover 35,506 Sirius 21 Porsche 31,473 XM TOTAL Vehicles 16,879,572 XM Total 9,545,982 56.55% Sirius Total 6,306,550 37.36% Both Total 334,028 1.97% Non DARS 693,012 4.1%

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From: i-node	3/23/2005 6:12:27 PM
	of 179

Article from Smartmoney.com. The writer comprehends what happened today. The Satellite Wars Go Intercontinental By Monica Rivituso Published: March 23, 2005 Today on SmartMoney Techsmart: The Satellite Wars Go Intercontinental IT WAS ONLY A MATTER OF time before class warfare hit satellite radio. On Wednesday came a flurry of news releases: Sirius Satellite Radio (SIRI) ticked off a trinity of high-end car makers — Mercedes-Benz, Jaguar and Land Rover — as the latest to offer Sirius Satellite Radio as a factory-installed option in certain models. Thumbing through the press statements, it's easy to see which road Sirius is taking (pun intended) — the one paved with gold. Here's Land Rover's take: "Every Land Rover vehicle is a statement about quality and individualism, and Sirius is the perfect complement to that spirit." Mercedes said: "Sirius' commercial-free music and wide variety of talk programming, combined with engineering from Mercedes-Benz, gives you the ultimate in SUV luxury." And Jag-u-ah said: "Jaguar is synonymous with luxury, performance and style, and it is only natural for Sirius to be part of this prestigious vehicle line." Meanwhile, competitor XM Satellite Radio (XMSR) announced a deal of its own on Wednesday. With Hyundai. Maker of the Elantra. Any investor with a passing interest in Sirius or XM knows that competition to install satellite radio in autos is fierce. It's the fastest-growing market for the subscription service. XM enjoys a comfortable lead: It has about three times as many subscribers as Sirius has, and a fat list of deals with automakers, to boot. No financial details were released on Wednesday for either Sirius' or XM's deals. No matter, though: These stocks rarely require financial nitty gritty to get moving. Shares of Sirius rose about 3%, while XM's stock revved more than 8%. If you think Sirius' fistful of exclusive deals puts XM's decidedly less-splashy Hyundai announcement to shame, you'd be wrong. Under the terms of XM's latest deal, its radios will be included as standard, factory-installed equipment in every single Hyundai model beginning in 2006. It's not an option. Those gadgets are going to come with the cars. By the end of 2006, roughly 75% of Hyundai's sales will be XM-equipped. By 2007, that should total "well over 500,000 units," according to Hyundai's statement. Know how many M-class Mercedes were sold last year? 70,900. Yes, I know that's only one deal that Sirius was crowing about today, and, OK, higher-end customers are probably more likely to ante up for a satellite-radio subscription service. But we're not talking about a real extravagance here — it's about $10 a month. That's a couple of fancy coffee drinks and a cookie, at Starbucks (SBUX). Not every day, mind you, but in a month. When it comes to satellite radio and cars, only one thing matters, and it isn't inlaid polished Brazilian wood or leather seats. It's installation. Optional installation is fine; guaranteed is better. And that makes a $13,299 Elantra just as good as a $38,000 M-class Mercedes SUV. In fact, better.

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From: i-node	4/6/2005 10:38:58 AM
	of 179

Goldman Sachs initiated coverage of Sirius Satellite Radio (nasdaq: SIRI - news - people ) at "underperform" and initiated coverage of XM Satellite Radio Holdings (nasdaq: XMSR - news - people ) at "in-line." Goldman said that rising anticipation ahead of Howard Stern in 2006 may support sentiment for Sirius but has "relatively less attractive fundamentals, sizable dilution, a longer trek to breakeven, overly optimistic market expectations and an aggressive valuation should result in Sirius lagging our radio coverage group." The research firm acknowledged that Sirius "has vastly improved its business viability since its March 2003 recap but cash-flow breakeven timing remains elusive as content expenses ramp up materially in coming years." Sirius' new management "lends credibility to the potential ad stream, but again, timing is critical and likely more protracted than current expectations as advertisers wait for critical mass," Goldman said. The firm's discounted cash-flow and price/earnings-to-normalized growth analyses "imply a fair value of $4 per share" for Sirius. XM Satellite's lead in fundamentals, technology, and subscribers "positions it as the superior investment within the satellite radio subsector while better relative fundamental growth and quicker timing to cash-flow breakeven support XM's valuation." However continued operating losses with positive earnings before interest, taxes, depreciation and amortization "still two years away" and optimistic industry estimates "offset positive marketplace momentum and limit long-term gains," Goldman said. XM Satellite's recent price increase and OEM ramp-up of XM-equipped autos could boost positive newsflow in the first half of 2005 and increase the valuation gap between the company and Sirius, the firm said. Goldman sees XM Satellite's fair value at $34 per share.

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From: i-node	4/6/2005 4:00:18 PM
	of 179

What the heck is happening here? COLORADO SPRINGS, Colo. — Mobile Satellite Ventures, the parent company of XM Radio, will expand the digital audio broadcast network to support two-way voice and broadband data service, MSV senior vice president Lon Levin said Tuesday at a National Space Symposium panel on emerging satellite services. The network will be offered to civil and police "first responders" initially, but the company has every intention to turn it into a commercial service, Levin said. XM and Sirius satellite radio systems have been hindered in part by the inability of the satellite signal to penetrate buildings in urban environments. The company petitioned the FCC to solve that problem by building a network of repeater base stations in urban areas called Ancilliary Terrestrial Components," Levin said. After the fact, the company realized that combining the new ATC stations with higher-performance satellites would allow the expansion of the XM services to a push-to-talk network competing with such Enhanced Specialized Mobile Radio networks as Nextel. The service would be continent-wide, and support more than 10,000 talk groups in its push-to-talk architecture. Levin said that current devices are the size of a laptop, but as design integration moves client hardware down as the new satellites improve service; the second-generation phones would be the size of digital cellular phones. Data services could be handled from platforms the size of current generations of PDAs, Levin said.

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