Very interesting report here (PDF). They consider the GM spike in sales a one-time thing (makes sense) and that XMSR is a very strong buy since they're at a low that hasn't been seen in years (makes even more sense).
Disclosure: In an effort to maintain any level of editorial/blogger integrity, I do not own, short or have any sort of interest in seeing either XMSR or SIRI go up or down. So there.

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