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Sirius Opportunity in Satellite Radio

Disclosure: A 5 year XM subscriber, no stock position in either.

I don't see it. XM's ratio of cost of sales vs. revenues actually got worse in 2007 vs. 2006. So the whole 'economy of scale' argument doesn't seem to hold up. Sirius seems to be better run, but not by much. The point is, it seems size (subscriber base) isn't going to help all that much.

Frankly if I had to take a position it would be short, because a merger doesn't appear to be enough to bail these guys out. However those that are long are counting on it.
May 04 17:19 pm |Rating: 0 0 |Link to Comment |View article

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by SA Editor Rachael Granby

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