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NoDownTime@gmail.com
February 23rd, 2006, 08:30 AM
Another SIRI delivery date slips.

Satellite radio rivals look to add video to digital play lists

GRANT ROBERTSON

Satellite radio in Canada could soon become satellite video as well.

XM Canada, one of two new satellite radio companies, told analysts
yesterday that its U.S. affiliate is in the process of introducing
video-equipped receivers that may eventually drive a significant
portion of the industry's revenue.

"The technology is there," John Bitove Jr., chief executive officer of
Canadian Satellite Radio Inc. told a RBC Dominion Securities Inc.
investment conference in Whistler, B.C.

"I've seen prototypes of it, but it's not like its something that's
way, way off. It's something that's realistic and that we're all trying
to bring to fruition."

The industry faces two significant issues in trying to bring satellite
video to Canada. The federal licences granted to satellite radio
providers last fall only allow for radio at this point. Another
potential problem is bandwidth availability on satellite feeds.

Mr. Bitove said XM Canada is looking to expand its transmitting
capacity as it adds business such as video feeds. Eventually, audio
content may only represent half of the company's revenue, he said.

"If you think I'm going to be happy five years from now if we're just
in satellite radio with just a few product offerings, the answer is
no," Mr. Bitove said. "We're going to go after everything we can to
grow this business."

XM and rival Sirius Canada both launched service in late 2005.
Customers pay a monthly fee to subscribe to dozens of music and talk
channels provided by each service.

Sirius and XM are battling to bring the first satellite radio receiver
to Canada capable of storing digital music files, similar to Apple
Computer Inc.'s iPod. Each have said those gadgets could be arriving in
the next three months.

While video-equipped receivers are the next major frontier for the
industry, Sirius Canada CEO Mark Redmond said it's not a service that
is designed to compete with satellite television. Rather, the
technology is aimed at the "backseat viewers" such as children who want
to watch music videos in cars. "It's probably late 2006 at best," Mr.
Redmond said.

David
February 23rd, 2006, 08:59 AM
On 23 Feb 2006 07:16:24 -0800, NoDownTime@gmail.com wrote:

>Rather, the
>technology is aimed at the "backseat viewers" such as children who want
>to watch music videos in cars. "It's probably late 2006 at best," Mr.
>Redmond said.
>
Why waste bandwidth on electric downers for the ankle-biters? You can
get a $99 DVD player and a $10 disk of old cartoons to keep them
sedated and drooling.

Video in the car is moronic.

NoDownTime@gmail.com
February 23rd, 2006, 09:30 AM
> Video in the car is moronic.

The market is, I believe, limited in the near term, particularly, when
you're speaking of a couple channels of cartoons.

It is important to note that while Sirius is talking about "video in
the car", XM is talking about a more expansive, less limited form --
immensely more content and not limited to "the car".

Sirius is trying desperately to block XM's plans and to slow them down,
but ultimately, XM has the upper hand because of WCS.

David
February 23rd, 2006, 09:30 AM
On 23 Feb 2006 08:00:14 -0800, NoDownTime@gmail.com wrote:

>
>> Video in the car is moronic.
>
>The market is, I believe, limited in the near term, particularly, when
>you're speaking of a couple channels of cartoons.
>
>It is important to note that while Sirius is talking about "video in
>the car", XM is talking about a more expansive, less limited form --
>immensely more content and not limited to "the car".
>
>Sirius is trying desperately to block XM's plans and to slow them down,
>but ultimately, XM has the upper hand because of WCS.
>
This is why XM's investors are so dubious. The company refuses to pay
attention to the core product and instead is always flying off on low
margin, capital intensive tangents.

Sirius' objections to WCS are the same as XM's, until they decided to
pursue this fallow spectrum, i.e. WCS shouldn't be allowed to
interfere with the satellite radio signals. Since XM is basically a
terrestrial service in the big cities, they don't care as much about
desense and blocking.

TV is for morons. Radio is the killer app.