i suspect both XMSR and SIRI are the new Globalstars and both will be at zero before a couple of years are out. even with the current pain, i'd be much more comfortable in NENG than in either of those two.
>>>It seems that there is going to be some serious pricing pressure going forward, and that the margins will soon indicate why this is selling at a PE of 15 and a PEG of under 1
And certainly the stock price is telling us that you could very well be right.