[BC] Re: Stern

[Bill Sepmeier]

>From: David Lawrence :
>All you have to do is go to a box house and ask how long it will be before 
>you can get Sirius installed. Anything longer than 15 minutes is good for 
>Sirius. My local Best Buy is booking installs out to January, and Circuit 
>City is completely out of receivers.

That's a good bit of data, David ... and since it's my contest and I set the 
rules, I'm going to enter my own guess ... though if I win, I'll oinate my 
ski pass and lunch prize to whoever comes in second ... like him or hate 
him, Stern's done well over the years, as has Mel Karmazin, who has to again 
sign Howard's checks.  I'm better that Sirius will add a million subscribers 
over the next 45 days, minimum, and on top of that, XM's growth rate will 
slow correspondingly.  Further, by summer I'm betting Sirius and XM will be 
neck and neck in installed base.  Anyone who doesn't believe that epole will 
pay a few cents a day for content they enjoy should seel their CATV and HOB 
stocks.... pay-radio's not going to be any different.

And ... they're OFF!  :-)

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