cos1000

Slumping OEM Sales Temper Satellite Radio Growth Estimates

Thank you Tyler for providing us with this very useful data at a time when the companies and, truthfully, the analysts of these companies have provided very little.

As always, some folks here have decided to attack or dismiss the data. As stated, this information is provided monthly, and gives incite into where the companies are succeeding and where they clearly need to do more work. The fact that for the first time we can get information into the penetration rates is wonderful. Up until now all we've had to go on is total vehicle sale info.

I blasted the Stifel Analyst a few weeks ago for basing his re-evaluation of revenue from OEM on total sales, not total sales adjusted for increases in penetration rates. If anyone thinks this data is irrelevant then they really shouldn't be investing in these two stocks. OEM is now and will be in the future the bread and butter for the merged company to grow. I agree that the data will change post merger, but having baseline penetration data by manufacturer is terrific info. Look at the data above for Toyota, Nissan, Kia and Chevrolet and tell me you can't see where growth can come from.

Please Porc.. Alt.. and 168418...."doesn't really matter....", "couldn't have said it better"... what's your real gripe? The data, or understanding what it really means.

Some of us who are heavily invested and are given nothing but manipulative comments, backed up with nothing more than supposition, welcome hard data. So thank you again Tyler for giving this data starved investor a much needed meal.