fishman . . . If I recall correctly, Sirius has a subscriber base of something like 365,000 members and XM is in the 2 Million member range. The economies of scale obviously favor XM over Sirius. However, XM has some bad satellites and XM uses ground repeaters that are owned by one of the national radio(?) conglomerates. Replacing the satellites will be very expensive, and the ground repeater issue is someting that, for the long term, may be a questionable business practice because they are relying on one of their competitors to keep their signal strong.
So, if I understood the article correctly, it was not favorable as an investment to put money into the companies. As far as putting a $200 unit on your dashboard, I think that is another issue completely. The radio you put in your car has a life span of about 5 or 6 years (when you trade your car in), my guess is that the new digital radio broadcasts may not be available in 5 or 6 years, and XM will likely be the strongest player in the NATIONAL BROADCAST COVERAGE market for some time to come.