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Old 10-25-2005, 06:51 PM   #16
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Quote:
Originally Posted by Satradioman
No it's not...As popular as sat radio is,and is becoming there will be plenty of manufacturers willing to jump in bed with XM...
Yes it is.

In virtually any business, it is NEVER good when your number one supplier declares bankruptcy during the Christmas sales season.

There will be inevitable "downtime" in securing new manufacturers. Making deals takes time, as well as the time spent developing, manufacturing and bringing new products to market.

As has already been documented by major business analysts nationwide, the bankruptcy of Delphi could be the final nail in GM's coffin also.

GM is far and away XM's largest shareholder, as well as owning part of the company outright. Their OEM installs are XM's lifeblood, and virtually the only reason that XM leads Sirius in subscribers.

When your largest supplier tanks, and your largest shareholder and main source of subscribers is about to--it's time to be VERY concerned, in ANY business.

XM fanboys will continue to hide their heads in the sand and try to convince themselves there isn't a problem, but that won't change the hard reality.

I'm not claiming that this will put XM out of business, but there is simply no way the XM fanboys can shrug this off like it's nothing at all.
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Old 10-25-2005, 10:10 PM   #17
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ya i really think this will hurt XM and get SIRIUS up there. i think just fourth quarter results will hurt XM a lot, nothing happens over night but give it a few months and we will see what happened to XM in the 4th quarter of 2005. If they do well, i will slap myself around and call myself a woman.
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Old 10-25-2005, 10:12 PM   #18
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Be prepared to slap yourself, although I think Sirius will do better, XM isn't going to do too shabby themselves.
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Old 10-25-2005, 10:28 PM   #19
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Lets see where we stand at the end of Q1 2006. That will be the true and most defining point in satellite radios history. Will Sirius show that they have made all the right moves by securing the top talent and start to dramatically close the gap, or will XM's OEM strength outshine everything else and keep XM way ahead of the game
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Old 10-25-2005, 10:41 PM   #20
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Quote:
Originally Posted by SISO
Be prepared to slap yourself, although I think Sirius will do better, XM isn't going to do too shabby themselves.
I agree the situation isn't disastrous for XM, but the Delphi bankruptcy combined with the delay of the NeXus until next year, is going to take a lot of the glitter (and profits) out of Christmas for the folks at XM.

Those two things combined are definitely going to cost them subscribers, receiver/accessory sales, and profits. It remains to be seen just how much.

It's looking like Sirius will have a great Christmas sales season. And Hurricane Howard will put icing on the cake in January.
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Old 10-26-2005, 05:39 AM   #21
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Quote:
when your number one supplier declares bankruptcy during the Christmas sales season.
I don't think you understand how filing for bankrupcy works in the business world. Christmas is only 2 months away. Nothing is going to happen with Delphi's bankruptcy that quickly,and besides I would hope that both Sirius and XM's suppliers already have plenty of units built for this upcoming shopping season..
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