When Consumers have a Choice it's Sirius

[doberman007]

Consumers are migrating to satellite radio, and when thopse consumers
have a choice they choose Sirius.

Many consumers identify with sirius in more than one way.

>From Elvis to Maxim, to the NFL and College Basketball, more consumers
seem to prefer the richly superior content that sirius has to offer.

Womens programming, spanish language programming, and specialized niche
content clearly separate sirius from any other experience available.

Industry leading products also cater to the needs of sirius customers.
Today, Sirius offers the ONLY potion for those that want to combine
their MP3 library with their satellite radio library. The S50 is just
the beginning. Sirius plans to expand that line later this summer with
the introduction of some even newer products that are feature packed.
S50 user will also benefit from some additional capabilities .

When consumers have a choice the choose Sirius. NPD share in December
reached 63% as compared to 37% for their competitor. That share
increadsed further for Sirius in January. The demand has been so high
that sirius has had trouble keeping up. Their most popular model, the
Sportster Replay is sold out, and Sirius is upping productiuon to meet
demand. The content of Sirius is so overwhelmingly superior that
consumers are even waiting on hardware rather than signing up with the
competing service.

[User X-X-X]

doberman007 wrote:
> Consumers are migrating to satellite radio, and when thopse consumers
> have a choice they choose Sirius.

Who exactly are forcing these people to choose XM?

I just signed up under my own free will and chose XM.

[Mike here]

> Who exactly are forcing these people to choose XM?
>
> I just signed up under my own free will and chose XM.

I agree ... the truth is that people are choosing both companies
because both companies have great content and great service.

Can you imagine going from 1 or 2 lousy AM/FM stations in the rural parts
of America or Canada and soon Mexico to 120 channels of XM or Sirius?

Wow !!

I have both services and have favorite channels on both.

[doberman007]

Consumers do not have a choice with several OEM's

GM ansd Honda only offer XM

DCX, ford, BMW, etc. only offer sirius.

in the retail channel where consumers have a choice they choose sirius

[Chuck Babbage]

> Consumers do not have a choice with several OEM's
>
> GM ansd Honda only offer XM
>
> DCX, ford, BMW, etc. only offer sirius.
>
> in the retail channel where consumers have a choice they choose sirius

This is a very short-term view.

At this point, XM has captured the OEM market (other than Ford & DCX), with
factory install exclusives with GM, Honda, Toyota, Nissan, Hyundai, Suzuki,
and others. And they did this because of an immense technology lead. If
Sirius can some day start to catch up with XM's technology, Sirius may have
a chance to get a foot in the door with these guys.

Ten years from now, that could be a different story. But today, these OEMs
are choosing XM because they can offer services that Sirius cannot, and
isn't even close to offering.

So, Nissan had a choice. They could offer XM and Sirius as factory
installed options. OR, they could offer XM only and provide customers with
Navigation systems with integrated data services, like weather, Navtraffic,
in-vehicle messaging, etc. At the time they had to make the decision, XM
was the only choice that could give them this competitive advantage.

Customers will still be able to have their dealers install Sirius,
presumably in most of these vehicles. They'll just have to forego the data
services that Sirius has, for some reason, been unable to deliver.

Xm is making it very tough on Sirius. By acquiring WCS, XM will be able to
deliver services that Sirius can only dream of offering (albeit to only 3/4
of the major cities, but still...) Sirius has nothing on the horizon that
may enable it to compete on this basis.

Sirius has long believed "content is king". And it is in a way -- the guy
who can offer the most content, that guy is definitely king.

Howard Stern and his 2 million minions start to look fairly paltry.

[David]

On Sun, 19 Feb 2006 17:30:00 GMT, "Chuck Babbage" <Chuck@nomail.com>
wrote:

>> Consumers do not have a choice with several OEM's
>>
>> GM ansd Honda only offer XM
>>
>> DCX, ford, BMW, etc. only offer sirius.
>>
>> in the retail channel where consumers have a choice they choose sirius
>
>This is a very short-term view.
XM gave away the farm for these ''factory'' install exclusives.

Fact is, most people have no use for navigation systems. Nother fact
is Sirius can offer the same things as XM. There is virtually no
difference in the ability to transport binary data between the
services.

[Rich]

David,

Why did you call Frontmed "Chuck Babbage" earlier today? You reminded
him of yet another closet alias.

[doberman007]

Chuck,,,,,

I would suggest that you read up on things a little bit as to
exclusives.

your assumption that consumers will have to forgo data type services is
off the mark....I'll let you find this out for yourself though

Your WCS solution is not even as broad based as you think........unless
you think XM can somehow make their old units work with it.

[David]

On 19 Feb 2006 09:43:16 -0800, "Rich" <sirius.rich@gmail.com> wrote:

>David,
>
>Why did you call Frontmed "Chuck Babbage" earlier today? You reminded
>him of yet another closet alias.
>
Twaren't me. Charles Babbage made a crude decimal computer out of
metal. I remember this from PBS.

[NoDownTime@gmail.com]

>
> I would suggest that you read up on things a little bit as to
> exclusives.

Dobie

I'm familar with the subject.

> your assumption that consumers will have to forgo data type services is
> off the mark....I'll let you find this out for yourself though

You seem to have trouble comprehending this. There is SOME REASON
Toyota, Nissan, and Hyundai have signed exclusives with XM. If it
isn't data services, what is it?

> Your WCS solution is not even as broad based as you think........unless
> you think XM can somehow make their old units work with it.

WCS is just like Hierarchical Modulation. Receivers that weren't
designed for it won't work with it. Receivers that were designed for
it will. When XM and Sirius deploy 8psk, assuming they are able to do
so, old receivers will not receive the new channels.

In the case of WCS, it is highly likely this new bandwidth will be used
for new, different services and the satellites will continue to handle
most of the audio channels.

[Rich]

>>>In the case of WCS


Dear Frontmed, DavidRay, NoDownTime, Chuck Babbage, Don Knuth,
the_legbreaker and the rest of your disguises,

When you know what WCS is and what it is going to cost, please let us
know.

[David]

On 19 Feb 2006 10:18:03 -0800, NoDownTime@gmail.com wrote:

>>
>> I would suggest that you read up on things a little bit as to
>> exclusives.
>
>Dobie
>
>I'm familar with the subject.
>
>> your assumption that consumers will have to forgo data type services is
>> off the mark....I'll let you find this out for yourself though
>
>You seem to have trouble comprehending this. There is SOME REASON
>Toyota, Nissan, and Hyundai have signed exclusives with XM. If it
>isn't data services, what is it?

Honda gets bandwidth. Hyundai gets a whole channel. Etc.
>

>

[Chuck Babbage]

> Honda gets bandwidth. Hyundai gets a whole channel. Etc.

I'm not sure Honda still has that bandwidth, but that was clearly a
quid-pro-quo, which made sense. There has been no official confirmation
from either Hyundai or XM about any "channel", and in fact, that came from
one news source which had no credibility.

However, if the Hyundai channel is true, I think it was a fantastic deal to
get them to go std equipment (NOT factory install, STD EQUIPMENT) in their
vehicles.

[Rich]

>>>I think it was a fantastic deal

Of course you do Frontmed. Also increases that slippery slope of XM's
ever decreasing take rate and removing bandwidth from the music.

[Chuck Babbage]

>
> Of course you do Frontmed. Also increases that slippery slope of XM's
> ever decreasing take rate and removing bandwidth from the music.

S = DestListBox->Items->Strings[DestListBox->ItemIndex] +
" > DATE(" + AnsiString (LiteralForm->GetDate ()) + ")";


I guess but (a) Sirius isn't reporting its take rate for some reason, and
(b) whatever bandwidth Xm is allocating to music, the consensus is that XM's
music has better sound quality than SIRI's.

[David]

On Sun, 19 Feb 2006 19:44:11 GMT, "Chuck Babbage" <Chuck@nomail.com>
wrote:

>
>> Honda gets bandwidth. Hyundai gets a whole channel. Etc.
>
>I'm not sure Honda still has that bandwidth, but that was clearly a
>quid-pro-quo, which made sense. There has been no official confirmation
>from either Hyundai or XM about any "channel", and in fact, that came from
>one news source which had no credibility.
>
>However, if the Hyundai channel is true, I think it was a fantastic deal to
>get them to go std equipment (NOT factory install, STD EQUIPMENT) in their
>vehicles.
>
>
Hyundai, by agreeing to make XM Satellite radio receivers standard
equipment in its cars by 2007, gets a channel that broadcasts
exclusively to Hyundai customers. Why would anyone listen to the
"Hyundai channel" over the dozens of other satellite channels? The
company hasn't figured that out yet.

(If it ain't true, why ain't it retracted? Hmmm?)

http://www.informationweek.com/showArticle.jhtml?articleID=166403754

[David]

On Sun, 19 Feb 2006 20:04:10 GMT, "Chuck Babbage" <Chuck@nomail.com>
wrote:

>>
>> Of course you do Frontmed. Also increases that slippery slope of XM's
>> ever decreasing take rate and removing bandwidth from the music.
>
>S = DestListBox->Items->Strings[DestListBox->ItemIndex] +
> " > DATE(" + AnsiString (LiteralForm->GetDate ()) + ")";
>
>
>I guess but (a) Sirius isn't reporting its take rate for some reason, and
>(b) whatever bandwidth Xm is allocating to music, the consensus is that XM's
>music has better sound quality than SIRI's.
>
>
The consensus at your house, perhaps.

[Chuck Babbage]

> Hyundai, by agreeing to make XM Satellite radio receivers standard
> equipment in its cars by 2007, gets a channel that broadcasts
> exclusively to Hyundai customers. Why would anyone listen to the
> "Hyundai channel" over the dozens of other satellite channels? The
> company hasn't figured that out yet.
>
> (If it ain't true, why ain't it retracted? Hmmm?)
>
> http://www.informationweek.com/showArticle.jhtml?articleID=166403754


I don't know if it is true or not. I do know that it didn't appear in any
other media account. I think it is a fantastic idea and should have appeal
to any number of other OEMs. You do understand that a "channel" can mean a
lot of different things (like a small burst of bandwidth once a day to
download a message file to be cached locally in Hyundai receivers only)?
You are, apparently, excitable.

[doberman007]

Frontmed.....

I have suggested to you several times that you speak to the Nissan
project manager about the subject. You seem to think that his opinion
is valuless.

WCS is still dragging XM down at this point. People want to know what
it will be used for. After all, the bandwidth is expensive.

XM has been trending down ever since they announced WCS.

[Herman Hollerith]

> I have suggested to you several times that you speak to the Nissan
> project manager about the subject. You seem to think that his opinion
> is valuless.

He has spoken. Perhaps you missed it -- when he explained that Nissan will
be factory installing XM exclusively, just as is Toyota.

> WCS is still dragging XM down at this point. People want to know what
> it will be used for. After all, the bandwidth is expensive.
>
> XM has been trending down ever since they announced WCS.
>

In fairness, both stocks have been trending down during this same period. I
am not in favor of XM allowing Sirius to know what it is doing until it is
necessary.

Frankly, they have explained their plans with WCS for those who do their
homework -- although, XM's engineering people are so damned creative it is
pretty hard to envision where it may lead ultimately. What we don't know at
this point is what the business model is. What we do know, is that on some
fundamental level it gives them an advantage of about 60-80% over Sirius.
It is like if you have two trucking companies, one with 10 trucks and the
other with 20 (or 17, whatever). Which is going to be able to make more
money?

It would suit me if they just built it out enough to hang on to it then
resell it ten years down the road. It is a fantastic investment. They
aren't making more spectrum, and everybody needs it.

[David]

On Mon, 20 Feb 2006 01:51:58 GMT, "Herman Hollerith"
<herman@nomail.com> wrote:

>
>> I have suggested to you several times that you speak to the Nissan
>> project manager about the subject. You seem to think that his opinion
>> is valuless.
>
>He has spoken. Perhaps you missed it -- when he explained that Nissan will
>be factory installing XM exclusively, just as is Toyota.
>
>> WCS is still dragging XM down at this point. People want to know what
>> it will be used for. After all, the bandwidth is expensive.
>>
>> XM has been trending down ever since they announced WCS.
>>
>
>In fairness, both stocks have been trending down during this same period. I
>am not in favor of XM allowing Sirius to know what it is doing until it is
>necessary.
>
>Frankly, they have explained their plans with WCS for those who do their
>homework -- although, XM's engineering people are so damned creative it is
>pretty hard to envision where it may lead ultimately. What we don't know at
>this point is what the business model is. What we do know, is that on some
>fundamental level it gives them an advantage of about 60-80% over Sirius.

The business plan is [reverb on, Voice of God patch]

''Global Media Empire!''
----------------------------------------------------------------------------------------

The WCS plan is ''trust us''.

[Carl Keehn]

"doberman007" <sirius007@gmail.com> wrote in message
news:1140369237.158774.314900@f14g2000cwb.googlegroups.com...
> Consumers do not have a choice with several OEM's
>
> GM ansd Honda only offer XM
>
> DCX, ford, BMW, etc. only offer sirius.
>
> in the retail channel where consumers have a choice they choose sirius
>

Strangely enough, I drive a Chrysler and in it, enjoy my XM SkyFi 2. I had
a choice, I chose.

[David]

On Wed, 22 Feb 2006 11:26:33 GMT, "Carl Keehn" <carlkeehn@att.net>
wrote:

>
>...I...enjoy my XM SkyFi 2.
>
>
You must be a masochist. The SkyFi2 is the most user-unfriendly POS
ever built.

[Bingo_17]

"Carl Keehn" <carlkeehn@att.net> wrote in message
news:JTXKf.52124$id5.49418@bgtnsc04-news.ops.worldnet.att.net...
>
> "doberman007" <sirius007@gmail.com> wrote in message
> news:1140369237.158774.314900@f14g2000cwb.googlegroups.com...
>> Consumers do not have a choice with several OEM's
>>
>> GM ansd Honda only offer XM
>>
>> DCX, ford, BMW, etc. only offer sirius.
>>
>> in the retail channel where consumers have a choice they choose sirius
>>
>
> Strangely enough, I drive a Chrysler and in it, enjoy my XM SkyFi 2. I
> had
> a choice, I chose.
>
>

I also had a choice. I have Sirius receivers in my Buick and Saturn as well
as
home and RV. Also gave my kids Sirius units with prepaid subscriptions.

[doberman007]

I am glad you are happy with your choice.

That it what it is all about.

[Mack McKinnon]

"Carl Keehn" <carlkeehn@att.net> wrote
>> in the retail channel where consumers have a choice they choose sirius

When I bought my Infinity FX35 in December, I had a choice and chose Sirius,
based on the research my step-daughter had done on them. NFL on Sirius and
she thought more talk and sports, in general. Dealer told me I was unusual
in that respect, that most people who had them put in sat radios at the
dealership chose XM. Infiniti advertises that you can go either way but the
dealer here said that all the cars they got with sat radios already
installed at the factory had XM.

mack
austin

[NoDownTime@gmail.com]

Mack McKinnon wrote:
> "Carl Keehn" <carlkeehn@att.net> wrote
> >> in the retail channel where consumers have a choice they choose sirius
>
> When I bought my Infinity FX35 in December, I had a choice and chose Sirius,
> based on the research my step-daughter had done on them. NFL on Sirius and
> she thought more talk and sports, in general. Dealer told me I was unusual
> in that respect, that most people who had them put in sat radios at the
> dealership chose XM. Infiniti advertises that you can go either way but the
> dealer here said that all the cars they got with sat radios already
> installed at the factory had XM.
>

I have an FX w/ XM, as well ... and I'm very attached to both.

In '04, when I bought it, some dealers really preferred Sirius because
of a bug in the XM tuner from Clarion. I think all that has been
resolved now, as I was told they changed vendors on the XMs (strangely,
I heard somewhere that Clarion is making the Sirius tuners now).

Anyway, Nissan will be factory installing XM only, in something
approaching a standard equipment arrangement, by MY'08/09. I think the
integration with the Nav system by then will be pretty tight -- I've
seen some documents suggesting they'll have all of the telematics stuff
integrated by then, although I don't know any details.

[BW Kernighan]

>
> I also had a choice. I have Sirius receivers in my Buick and Saturn as
well
> as
> home and RV. Also gave my kids Sirius units with prepaid subscriptions.
>

Your bad choice wasn't the Sirius. It was the Buick.