January NPD

[doberman007]

Sirius 66%
XM 34%

[Bingo_17]

"doberman007" <sirius007@gmail.com> wrote in message
news:1140642650.473062.3960@g14g2000cwa.googlegroups.com...
> Sirius 66%
> XM 34%
>

Great...Frontmed will need to change his drawers!

[Agent_C]

On 22 Feb 2006 13:10:50 -0800, "doberman007" <sirius007@gmail.com>
wrote:

>Sirius 66%
>XM 34%

Are you saying that 66% of Serious listeners suffer from Narcissistic
Personality Disorder, as appose to 34% of XM's?

A_C

[junius]

Go Mayfield High! Whoa!!


doberman007 wrote:
> Sirius 66%
> XM 34%

[Dr. Droo]

Agent_C wrote:
> Are you saying that 66% of Serious listeners suffer from Narcissistic
> Personality Disorder, as appose to 34% of XM's?

No he is saying that out of those retailers covered (which NPD covers
most of them), for every 1 XM receiver, 2 Sirius ones were sold.

--D

[Rich]

LOL. One of the best XM "retail" radios was the free Audiovox.....

[Bill]

doberman007 wrote:
> Sirius 66%
> XM 34%

Impressive.

XM should be able to come back in the 2nd quarter with baseball and new
products. If they can't, it will be time to re-evaluate the portfolio
again.

[doberman007]

Bill,

Sirius will be rolling out new products as well. Some very capable
ones at that.

Baseball is a draw. Very similar to NFL.

Last Q2 Sirius outdid XM in June (Fathers Day Month)

[NoDownTime@gmail.com]

Let's not get too excited.

66% NPD = 58-59% true retail share. The first two weeks were all
Stern. The drop off was, as you know, immediate and painful.

For NPD to have dropped from the levels of early Jan to 66% by end of
Jan is a pretty big giveback. And, as you know, the drop has continued
after the end of Jan.

Sirius does NOT have anything coming on the order of XM's new stuff,
which begins shipping in two weeks.

Retail share for Q2 will be, at worst for XM, 50/50, and probably
55/45. The Stern Effect continues to decline. Rapidly.

[David]

On 22 Feb 2006 19:07:35 -0800, "doberman007" <sirius007@gmail.com>
wrote:

>Bill,
>
>Sirius will be rolling out new products as well. Some very capable
>ones at that.
>
>Baseball is a draw. Very similar to NFL.
>
>Last Q2 Sirius outdid XM in June (Fathers Day Month)
>
I think baseball on the radio fits XM's key demographic really well.

[David]

On 22 Feb 2006 19:15:53 -0800, NoDownTime@gmail.com wrote:

>Let's not get too excited.
>
>66% NPD = 58-59% true retail share. The first two weeks were all
>Stern. The drop off was, as you know, immediate and painful.
>
Why does ''drama queen'' leap to mind...

[Agent_C]

On 22 Feb 2006 14:12:59 -0800, "Dr. Droo" <drdroo@gmail.com> wrote:

>Agent_C wrote:
>> Are you saying that 66% of Serious listeners suffer from Narcissistic
>> Personality Disorder, as appose to 34% of XM's?
>
>No he is saying that out of those retailers covered (which NPD covers
>most of them), for every 1 XM receiver, 2 Sirius ones were sold.

Oh my...

A_C

[doberman007]

Frontmed.....

The first 2 weeks were about 73%. With inventory issues following the
first 2 weeks the average for the month went to 66%.

Your 7 to 8 point drop off is meaningless. The biggest factor in that
drop off is actually the freebies that XM give away that cost XM a ton
of $$$$.

Your assertion that Sirius has nothing comming like what XM does is off
base as well.

As I told you before......keep your eyes open......not your head in the
sand

[NoDownTime@gmail.com]

doberman007 wrote:
> Frontmed.....
>
> The first 2 weeks were about 73%. With inventory issues following the
> first 2 weeks the average for the month went to 66%.

Yeah, Dobie, it is always something.

> Your 7 to 8 point drop off is meaningless. The biggest factor in that
> drop off is actually the freebies that XM give away that cost XM a ton
> of $$$$.

Meaningless except it happens. Consistently. And it happens whether
XM is discounting or not. Which disproves your typically uninformed
remark.

> Your assertion that Sirius has nothing comming like what XM does is off
> base as well.

At some point, Sirius will have what XM does. By then, XM is on to the
next deal.

> As I told you before......keep your eyes open......not your head in the
> sand

My head isn't in the sand. As I have said for a year now, Sirius
management is doing a fantastic job giving the horrible, horrible hand
they were dealt by the previous management. Over time, I'm sure Sirius
will make progress at retail that will "stick". But the Stern Effect
isn't it. Some of it sticks, most of it reverts to XM over a period of
a quarter or two.

I'll say one thing about the upcoming Sirius device you keep referring
to. Unless it is built by a major consumer electronics company,
regardless of its feature set, it is at a fairly large competitive
disadvantage.

[David]

On 23 Feb 2006 07:04:51 -0800, NoDownTime@gmail.com wrote:


>I'll say one thing about the upcoming Sirius device you keep referring
>to. Unless it is built by a major consumer electronics company,
>regardless of its feature set, it is at a fairly large competitive
>disadvantage.
>
Like Delphi?

[NoDownTime@gmail.com]

> Like Delphi?

Like Pioneer & Samsung. The importance of transitioning to these major
CE manufacturers is understated.

One gets the sense that Delphi may be working for Sirius these days.

[Dr. Droo]

NoDownTime@gmail.com wrote:
> Like Pioneer & Samsung. The importance of transitioning to these major
> CE manufacturers is understated.

You do realize that Samsung's stuff is made by a lot of other companies
generally. For instance, the Samsung brand DirecTV receivers are all
made by Humax Digital.

Their DVD players are also not made by them, they're often made by
Sampo, VDDV, etc.

--D

[Dr. Droo]

My guess is the Inno and Helix will show up in the FCC database as
being made by XM Radio. Samsung is just providing the cheap LCDs and
some place in Taiwan, South Korea, or China will end up actually mass
producing the product.

RS2SA10177 - Delphi RoadyXT (XM Radio, Inc.)
RS2SA10113 - Delphi MyFi (XM Radio, Inc.)
RS2SA10101 - Delphi Skyfi (XM Radio, Inc.)
RS2SA10085 - Delphi Roady (XM Radio, Inc.)
RS2TXM1000 - Tao Myfi (XM Radio, Inc.)
RS2GEXAWARE1 - Pioneer Airware (XM Radio, Inc.)
SICXR9 - Audiovox XR9 (XDMB, Inc.)
BGA-XMXP01 - Audiovox Xpress (Audiovox, Inc.)

We'll just call it trend...

--D

[Edsger Dijkstra]

Some of Samsungs stuff is made by them; other items are built by outside
companies.

Samsung builds components (such as flash and LCD screen glass) as well as
finished products.

I don't know who specifically is building these items; however, I do know
that Samsung is a huge player in consumer electronics in the US and is
getting ready to become much huger.

Do not make the mistake of assuming these relationships are all there are.
XM is at a point in its growth where it must work with major CE companies
and they must be diverse.

Sirius will be there soon enough.

[David]

On Fri, 24 Feb 2006 02:17:12 GMT, "Edsger Dijkstra" <grace@nomail.com>
wrote:

>Some of Samsungs stuff is made by them; other items are built by outside
>companies.
>
>Samsung builds components (such as flash and LCD screen glass) as well as
>finished products.
>
>I don't know who specifically is building these items; however, I do know
>that Samsung is a huge player in consumer electronics in the US and is
>getting ready to become much huger.
>
>Do not make the mistake of assuming these relationships are all there are.
>XM is at a point in its growth where it must work with major CE companies
>and they must be diverse\0\0\0>
>Sirius

[Dr. Droo]

Frontmed wrote:
> Some of Samsungs stuff is made by them; other items are built by outside
> companies.

So far it seems like XM is building their own stuff and then letting
other people effectively OEM it. Kind of gets in the way of trying to
provide a service if you're also responsible for such a hefty amount of
the hardware too.

> Samsung builds components (such as flash and LCD screen glass) as well as
> finished products.

Certainly.. Many of their finished products are not made by them
however. There is no doubt that they provide a fair deal of LCD and
Flash memory.

> I don't know who specifically is building these items; however, I do know
> that Samsung is a huge player in consumer electronics in the US and is
> getting ready to become much huger.

A lot of time in brand only. If we're going to talk about major
players that largely make their own product, let's talk about
Panasonic, Sony, even say, Sharp or Philips Magnavox. Based on trend,
XM is probably handing Samsung and Pioneer guts to put in their own
package, like they did with the MyFi.

> Do not make the mistake of assuming these relationships are all there are.
> XM is at a point in its growth where it must work with major CE companies
> and they must be diverse.

You'd think so, but it seems like they've gone from having 3rd parties
make product to instead making and evolving product in-house and then
licensing it to other companies to put their name on it. This would be
a step backwards from that.. You should take a trip through the FCC
archives.

It'll pique my interest a little more of Samsung and Pioneer are
holding the cards as manufacturer on the FCC paperwork instead of XM
Radio, Inc. That would definitely change the trend.

It'll be interesting to see if any new Audiovox offerings continue to
be released under their own company as well or if they'll just be XM
provided guts as well.

> Sirius will be there soon enough.

While you might be correct in this thought - I'd rather Sirius continue
to largely let 3rd party companies innovate their own product to
harness the service instead and be a content provider.

--D

[Edsger Dijkstra]

>
> So far it seems like XM is building their own stuff and then letting
> other people effectively OEM it. Kind of gets in the way of trying to
> provide a service if you're also responsible for such a hefty amount of
the hardware too.
>

You're totally confused. XM isn't building anything. They do, however,
totally control the designs - which is why the Inno & Helix are identical
except for cosmetic considerations, as are the previous XM2Gos.


> A lot of time in brand only. If we're going to talk about major
> players that largely make their own product, let's talk about
> Panasonic, Sony, even say, Sharp or Philips Magnavox. Based on trend,
> XM is probably handing Samsung and Pioneer guts to put in their own
> package, like they did with the MyFi.
>

Again, this isn't what happened. Xm does the designs and owns the chipset.

> > Do not make the mistake of assuming these relationships are all there
are.
> > XM is at a point in its growth where it must work with major CE
companies
> > and they must be diverse.
>
> You'd think so, but it seems like they've gone from having 3rd parties
> make product to instead making and evolving product in-house and then
> licensing it to other companies to put their name on it. This would be
> a step backwards from that.. You should take a trip through the FCC
> archives.

You're confused. There has been no change. XM does the designs, licenses
the designs to the manufacturers, and tightly controls the process.

> It'll pique my interest a little more of Samsung and Pioneer are
> holding the cards as manufacturer on the FCC paperwork instead of XM
> Radio, Inc. That would definitely change the trend.

I'm getting the idea you dont' comprehend this, but the "FCC Paperwork" is
all assignable.

> It'll be interesting to see if any new Audiovox offerings continue to
> be released under their own company as well or if they'll just be XM
> provided guts as well.

> > Sirius will be there soon enough.
>
> While you might be correct in this thought - I'd rather Sirius continue
> to largely let 3rd party companies innovate their own product to
> harness the service instead and be a content provider.
>

Yeah, they're doing a great job so far LOL.

XM's engineering choices have just been better from minute one -- from the
choice of orbits, use of existing Worldspace technology, purchasing a "skunk
works" engineering unit from MOT, intact, along with hiring its manager, who
is a freaking genius, and choosing to keep its engineering totally in house
and controlling the technology.

This is why Sirius is not able to get its C&P into home receivers until
after '07. This is why Sirius cannot compete with XM on wearables. This is
why Sirius has lost any chance to work with major OEMs that want to have the
best available tech. It is, basically, the reason XM is the better company
by a few lightyears.

[yqf@my-deja.com]

NoDownTime@gmail.com ( AKA frontmed) wrote:
> My head isn't in the sand.

I beg to differ frontmed.

You thinking last year that Opie and Aunt Bee would have a larger
audience on XM than Stern would have when he first started on Sirius is
indicative of someone with their head in the sand.

You claiming that Best Buy didn't have a shortage of Sirius radios last
January while their online store showed all of the models in question
being out of stock is indicative of someone with their head in the
sand.

You calling Sirius outselling XM 2 to 1 at retail for the whole month
of January an "immediate and painful" dropoff is indicative of
someone with their head in the sand.

You claiming that XM management is "executing perfectly" while their
stock price plummets and a board member resigns with a warning of a
crisis approaching if XM doesn't change course is indicative of someone
with their head in the sand.

I could go on and about your disconnect with reality frontmed, but
it's pointless. From the way you have taken to hiding behind numerous
aliases, it's clear that even you know that your credibility around
here is zero.

[Dr. Droo]

Edsger Dijkstra wrote:
> You're totally confused. XM isn't building anything. They do, however,
> totally control the designs - which is why the Inno & Helix are identical
> except for cosmetic considerations, as are the previous XM2Gos.

Again - This means they have to innovate product for their service
in-house. I don't like that idea, because it seems very GM to me.
Like how GM has 5 cars that are different brands but the same vehicle?


> You're confused. There has been no change. XM does the designs, licenses
> the designs to the manufacturers, and tightly controls the process.

And because of this they're effectively producing effectively the same
product under a variety of labels. I think it's stupid.

> I'm getting the idea you dont' comprehend this, but the "FCC Paperwork" is
> all assignable.

I don't dispute that. However, the company that made the design and
prototype generally registers for testing, etc. This means that XM is
effectively having someone else create THEIR product using their
blueprints.. It stifles creativity.

I want to see how Pioneer or Samsung envision a product, not how XM
wants them to.

> Yeah, they're doing a great job so far LOL.

I see a lot of Sportsters on peoples dashes here, seems to be working
out fine.

> XM's engineering choices have just been better from minute one -- from the
> choice of orbits, use of existing Worldspace technology, purchasing a "skunk
> works" engineering unit from MOT, intact, along with hiring its manager, who
> is a freaking genius, and choosing to keep its engineering totally in house
> and controlling the technology.

And because of that they have several different companies releasing the
same cookie cutter design. Why not just have ONE company that makes a
certain design? It isn't working so great for GM either.

> This is why Sirius is not able to get its C&P into home receivers until
> after '07. This is why Sirius cannot compete with XM on wearables. This is
> why Sirius has lost any chance to work with major OEMs that want to have the
> best available tech. It is, basically, the reason XM is the better company
> by a few lightyears.

But Sirius seems to be able to compete with XM on content just fine. I
pay a monthly fee for content yknow, I'm not sure why you're paying
one.

Realize the Boston Receptor radio is a nice looking unit but it doesn't
get what I want (I could care less about HD Radio), so I'd never own
one..

I'd rather these companies keep trying to produce inexpensive hardware
with as much features as the price will allow, and aim for capitalizing
on monthly fees for content. If they have to raise Monthly fees to do
that, then so be it. I think that will be the trend for both.

--D