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    Conclusion

    People are being critical of Mel Karmazin for not giving up detail and specific timetables. Perhaps we can all be critical of Wienkes for the same thing.

    Wienkes has made several GENERAL...
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    Point #7 and Point #8

    Wienkes wants more conservative consensus financial expectations for 2008-2010.

    Excuse me? You want all of your peers to adjust down to you, and then you will become more bullish? Come on now! ...
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    Point #5 and Point #6

    Wienkes wants a significantly lower enterprise valuation;

    Agreed. It will come in time when profits get here. As the business scales, so will the EV.


    Weinkes wants reduced risk of...
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    Point #3 and Point #4

    Wienkes wants positive or stable and sustained ARPU momentum;

    I don't know where to start here. First of all, ARPU has been stable with both companies for quite some time. From time to time...
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    Point #1, and Point #2

    Wienkes wants sustained cost constraint as shown by Sirius in 2Q08;

    Sirius and XM as separate companies have been demonstrating constraint in costs for quite some time now. This is nothing new to...
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    What Wienkes Wants Before He Will Be Positive

    I fully realize that many satellite radio sector followers are not appreciative of the opinion of Mark Wienkes of Goldman Sachs. Whether you like his opinion or not, at this point, it is important...
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