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WinLoseOrDraw

06/02/03 12:09 PM

#113624 RE: Golddigger1A #113607

This market is about 50 mil subscribers

that seems almost Globalstarish in its optimism. music is already being streamed to cellphones, i have little doubt that method will lay a whooping on Willie's jukebox since there are a lot more people near cell towers than there are far from them.

seems like a niche product at best, don't see how they'll ever recoup their startup costs.

anybody heard from Gilder lately? -g-




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Zeev Hed

06/02/03 12:22 PM

#113637 RE: Golddigger1A #113607

Golddigger, that is a question I posed few weeks back, if the total number of cable TV and Direct satellite TV is 21 MM subscribers a solid 20 years plus after the introduction of these technologies, why would XMSR and SIRI potential subscriber base be 50 MM, I would have guessed more like half the TV audience and in no less than 5 years. During lunch, EXPE went again at $74.77 for just $.61 and the bu$$ went at $18.50 for another $.20, getting close to the daily bucker that one.

Zeev