Comments on: Decline In OEM Take Rate Something To Watch

By: tim wallick

tim wallick — Thu, 20 Nov 2008 12:39:33 +0000

i see taylor on radio has reported that volvo will have hdradio as a standard in all 2009 models except one? thought it was for a option only. I sure hope hes worng for the sake of satrads future

By: Q for Tyler

Q for Tyler — Thu, 20 Nov 2008 03:40:43 +0000

Tyler

What is going to happen if the take rate declines?

The stock will drop all the way from 16 cents to 10 cents a share? I mean, really. Who cares? This company is DOA and the take rate really doesn’t matter at this point.

By: Sirius Roadkill

Sirius Roadkill — Thu, 20 Nov 2008 03:22:57 +0000

The take rate bears watching but the higher penetration rates are more than offsetting. Plus there is still virtually no discussion of activation in used cars . . . which could prove substantial in an environment where consumers are not buying new.

Mgmt is in a pure footrace against the clock to get the R/S authorization that any future lender will require prior to issuing a loan commitment to take out the Feb converts. This will not happen prior to 12/18.

If the share price continues to slide prior to the Board meeting, bank funding will likely be off the table all together.

Once again shareholders are left to watch the sands of time slip through the hour-glass . . .

Tyler . . is there any specfic data on used-car activations that we could take a look at?

Thanks!

By: Dixon

Dixon — Thu, 20 Nov 2008 02:48:54 +0000

It’s unrealistic to think that penetration rates could continue to rise without a decrease in the “take rate”