Just as a report was released on XMSR, here's the report on SIRI (PDF). It includes thoughts about CFBE, Howard's effect on advertising, the end of the Content Wars and the question many are wondering about - SIRIUS' possible subscription rate hike:
"SIRI has stated that it has performed a number of price elasticity studies and that price points between $12.95 and $15.95 would not deter subscriber gains. While the street may applaud a price increase, we on the other hand would be more concerned about long term growth, increased competition from iPOD like devices, and perceived value when comparing cable/satellite subscription fees to satellite radio subscription fees."
Well said.
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