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caddman

05/12/03 1:39 PM

#106792 RE: Zeev Hed #106790

Zeev,

One exception, and maybe your scientific mind can answer. A high tech buddy told me that satellite services that broadcast to serialized receivers actually have a limit to the number of receivers. I would like to find out what the maximum capacity is of the birds they have orbiting now. Maybe 100mm subs requires new satellite investment?

I really doubt they ever see 100mm subs. Only way is to have sirrus go out of business and their auto manufactures switch to XM. But you still need significat NET growth in subs to achieve 100mm.

caddman
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Public Heel

05/12/03 1:45 PM

#106797 RE: Zeev Hed #106790

Three dollars in marketing for every dollar in revenue. Makes you wonder...