It's those kinds of data services that are in their early stages but have opportunities for both companies to increase their (average revenue per user) beyond the core subscriber base.

Their subscriber acquisition cost was great for the quarter, and raising guidance to 6.2 million was good news.

The first quarter was like the perfect storm, where you had Howard Stern, high gasoline prices, and lousy (General Motors) sales.

Regardless of the outcome, this is still the first inning of a very long ball game.

At this point, which function is cheaper is unclear. When GM offers XM, it's included in an audio package, with 6 speakers and a CD changer. In other cases, you might see it offered in cars for $300 or less.

I continue to question whether any of these initiatives are going to be accretive to shareholders, ... I don't see the revenue opportunity anytime in the near term.