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		<title>Stern Leave Satellite for Internet Radio? Over Sirius CEO's Dead Body.</title>
		<link>http://allthingsd.com/20100203/karmazin-paley-center/</link>
		<comments>http://allthingsd.com/20100203/karmazin-paley-center/#comments</comments>
		<pubDate>Wed, 03 Feb 2010 14:15:09 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Media]]></category>
		<category><![CDATA[Mobile]]></category>
		<category><![CDATA[News]]></category>
		<category><![CDATA[Amazon]]></category>
		<category><![CDATA[Apple]]></category>
		<category><![CDATA[audio content]]></category>
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		<category><![CDATA[congressional hearings]]></category>
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		<category><![CDATA[Exxon Valdez]]></category>
		<category><![CDATA[fragmentation]]></category>
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		<category><![CDATA[Howard Stern]]></category>
		<category><![CDATA[in-car Internet]]></category>
		<category><![CDATA[Internet]]></category>
		<category><![CDATA[Internet radio]]></category>
		<category><![CDATA[iPod]]></category>
		<category><![CDATA[Jeff Bezos]]></category>
		<category><![CDATA[John Paczkowski]]></category>
		<category><![CDATA[Kindle]]></category>
		<category><![CDATA[Mel Karmazin]]></category>
		<category><![CDATA[music]]></category>
		<category><![CDATA[NBC Universal]]></category>
		<category><![CDATA[Pandora]]></category>
		<category><![CDATA[permissiveness]]></category>
		<category><![CDATA[radio]]></category>
		<category><![CDATA[regular radio]]></category>
		<category><![CDATA[roundtable]]></category>
		<category><![CDATA[satellite radio]]></category>
		<category><![CDATA[Sirius]]></category>
		<category><![CDATA[Sirius XM]]></category>
		<category><![CDATA[Stern Effect]]></category>
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		<category><![CDATA[terrestrial radio]]></category>

		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=34129</guid>
		<description><![CDATA[With Howard Stern’s five-year Sirius XM satellite radio deal set to expire in January 2011, there’s been a fair bit of speculation that he might return to terrestrial. Given Stern’s obvious affinity for the permissiveness of satellite, it seems unlikely that he’d ever give it up to return to “regular” radio, but would he decamp for Internet radio? Sirius CEO Mel Karmazin doesn’t seem to think so.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2010/02/howard-stern-fist-150x150.gif" alt="" title="howard-stern-fist" width="150" height="150" class="alignright size-thumbnail wp-image-34130" />With Howard Stern’s five-year Sirius XM satellite radio deal set to expire in January 2011, there’s been a fair bit of speculation about where he&#8217;ll work next&#8211;most of it fueled by Stern himself, who <a href="http://digitaldaily.allthingsd.com/20100121/stern-empty-threats/">recently claimed he has been approached  by terrestrial radio execs</a> about returning to his original turf. Given Stern’s obvious affinity for the permissiveness of satellite, it seems unlikely that he’d ever give it up to return to &#8220;regular&#8221; radio, but would he decamp for Internet radio? </p>
<p>At a roundtable event this morning at The Paley Center for Media, Sirius (SIRI) CEO Mel Karmazin was asked that very question. Does he worry about Stern leaving for an outfit&#8211;like Pandora&#8211;looking to avail itself of the same &#8220;Stern Effect&#8221; that spiked Sirius’s subscriber rolls?</p>
<p>Karmazin acknowledged that while it’s a possibility, he&#8217;s dubious. &#8220;I think it&#8217;s great to be content today,&#8221; he said. &#8220;In this world of fragmentation, great content prevails. Howard Stern is great content. Howard would be sought after by anyone. He’s a great talent. Having said that, we would like him to stay with us and we are optimistic that he will continue to do so.&#8221;</p>
<p>It’s worth noting that Karmazin, while he does view Internet radio as a competitor, doesn’t seem too worried by it. &#8220;There are a lot of choices for audio content,&#8221; he remarked. &#8220;And obviously, the Internet is one of them. But the question is who’s going to the the largest player? And I think that’s our spot to lose. I believe we will be the most profitable of audio content choices.&#8221;</p>
<p><b>Further Notes From the Event</b></p>
<p><strong>On Amazon’s Kindle:</strong><br />
I am addicted to my Kindle. I saw Jeff Bezos in Sun Valley recently [and] I told him I have personally bought a dozen to give as gifts. </p>
<p><strong>On Comcast/NBC Universal:</strong><br />
I dont’ see anything anticompetitive about what Comcast is doing&#8211;the review should take a few weeks. Either you accept the fact that there’s a lot of competition out there, or you don’t&#8230;.But I do think this thing is going to drag out like it did for us. So far there are only two congressional hearings on Comcast/NBC. We had four&#8211;there were fewer for the Exxon Valdez.</p>
<p><strong> On In-Car Internet and the Apple iPod:</strong><br />
I think the Internet will absolutely be in the car and we think it will be a good competitor. You know we’ve been competing with iPods for a long time. And we look at how sat radio performs in the vehicles where people have the ability to put an iPod jack in and we don’t see much of a difference. We believe them to be complementary.</p>
]]></content:encoded>
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		<title>Apple to Extend AT&amp;T’s iPhone Exclusivity Deal?</title>
		<link>http://allthingsd.com/20090910/apple-to-extend-att%e2%80%99s-iphone-exclusivity-deal/</link>
		<comments>http://allthingsd.com/20090910/apple-to-extend-att%e2%80%99s-iphone-exclusivity-deal/#comments</comments>
		<pubDate>Thu, 10 Sep 2009 17:41:57 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Mobile]]></category>
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		<category><![CDATA[3G]]></category>
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		<category><![CDATA[Apple]]></category>
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		<category><![CDATA[Francis Sideco]]></category>
		<category><![CDATA[growth]]></category>
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		<category><![CDATA[High Speed Uplink Packet Access]]></category>
		<category><![CDATA[high-speed downlink packet access]]></category>
		<category><![CDATA[HSDPA]]></category>
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		<category><![CDATA[Internet]]></category>
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		<category><![CDATA[iPhone 3 Feature]]></category>
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		<category><![CDATA[standard]]></category>
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		<category><![CDATA[Toni Sacconaghi]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=24491</guid>
		<description><![CDATA[AT&#38;T’s iPhone exclusivity deal with Apple is set to expire as early as next year, but that doesn’t necessarily mean it won’t be renewed--despite complaints about the carrier’s network. That’s the word from iSuppli, which predicts Apple will extend its agreement with AT&#38;T because it has no reason not to.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2009/09/att_iphone.jpg" alt="att_iphone" title="att_iphone" width="150" height="107" class="alignright size-full wp-image-24492" />AT&#038;T’s iPhone exclusivity deal with Apple is set to expire as early as next year, but that doesn’t necessarily mean it won’t be renewed&#8211;despite complaints about the carrier’s network. That’s the word from iSuppli, which predicts Apple will extend its agreement with AT&#038;T because it has no reason not to.</p>
<p>&#8220;Speculation is rife that Apple will end its exclusive U.S. iPhone service deal with AT&#038;T when the current contract expires in June 2010 and begin to offer phones that work with the Verizon network,&#8221; <a href="http://www.isuppli.com/News/Pages/Apple-Expected-to-Extend-Exclusive-Wireless-Deal-with-ATT.aspx">iSuppli analyst Francis Sideco said in a research note today</a>. &#8220;However, iSuppli doesn’t believe this will be the case. The main reason Apple is likely to stick with AT&#038;T beyond 2010 is the relatively wide usage and growth expected for the HSPA air standard used by the carrier for 3G data.&#8221;</p>
<p>As Sideco explains, &#8220;Cumulative global subscribers of HSPA wireless services, consisting of High-Speed Downlink Packet Access (HSDPA) and High-Speed Uplink Packet Access (HSUPA), are set to rise to 1.4 billion in 2012, up from 269.1 million in 2009. In contrast, cumulative subscribers for the EVDO standard used by Verizon will amount to 304.6 million in 2013, up from 145.2 million in 2009.&#8221;</p>
<p>A point worth noting, though it’s hard to imagine that Apple (AAPL) doesn’t harbor some resentment toward AT&#038;T (T), which has undermined its carefully crafted iPhone experience. And if that’s the case, wouldn’t it make more sense for the company to extend its deal with AT&#038;T, but not as an exclusive? That would allow Apple to hammer out a second deal with Verizon (VZ), which, according to some analysts, would more than double U.S. iPhone sales in the near term.</p>
<p><a href="http://digitaldaily.allthingsd.com/20090601/iphone-verizon/">As Bernstein Research analyst Toni Sacconaghi noted this summer</a>, &#8220;Verizon’s postpaid subscriber base is not only larger than AT&#038;T’s, but more importantly, is untapped whereas we estimate more than 10 percent of AT&#038;T’s postpaid users already have an iPhone.&#8221;</p>
]]></content:encoded>
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		<item>
		<title>Apple to Extend AT&amp;T’s iPhone Exclusivity Deal?</title>
		<link>http://allthingsd.com/20090910/apple-to-extend-att%e2%80%99s-iphone-exclusivity-deal-2/</link>
		<comments>http://allthingsd.com/20090910/apple-to-extend-att%e2%80%99s-iphone-exclusivity-deal-2/#comments</comments>
		<pubDate>Thu, 10 Sep 2009 17:41:57 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Mobile]]></category>
		<category><![CDATA[News]]></category>
		<category><![CDATA[3G]]></category>
		<category><![CDATA[agreement]]></category>
		<category><![CDATA[Apple]]></category>
		<category><![CDATA[AT&T]]></category>
		<category><![CDATA[Bernstein Research]]></category>
		<category><![CDATA[carrier]]></category>
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		<category><![CDATA[data]]></category>
		<category><![CDATA[deal]]></category>
		<category><![CDATA[digital]]></category>
		<category><![CDATA[EVDO]]></category>
		<category><![CDATA[exclusivity]]></category>
		<category><![CDATA[expire]]></category>
		<category><![CDATA[Francis Sideco]]></category>
		<category><![CDATA[growth]]></category>
		<category><![CDATA[hardware]]></category>
		<category><![CDATA[High Speed Uplink Packet Access]]></category>
		<category><![CDATA[high-speed downlink packet access]]></category>
		<category><![CDATA[HSDPA]]></category>
		<category><![CDATA[HSPA]]></category>
		<category><![CDATA[HSUPA]]></category>
		<category><![CDATA[Internet]]></category>
		<category><![CDATA[iPhone]]></category>
		<category><![CDATA[iPhone 3 Feature]]></category>
		<category><![CDATA[iSuppli]]></category>
		<category><![CDATA[John Paczkowski]]></category>
		<category><![CDATA[network]]></category>
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		<category><![CDATA[research note]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=24491</guid>
		<description><![CDATA[AT&#38;T’s iPhone exclusivity deal with Apple is set to expire as early as next year, but that doesn’t necessarily mean it won’t be renewed--despite complaints about the carrier’s network. That’s the word from iSuppli, which predicts Apple will extend its agreement with AT&#38;T because it has no reason not to.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2009/09/att_iphone.jpg" alt="att_iphone" title="att_iphone" width="150" height="107" class="alignright size-full wp-image-24492" />AT&#038;T’s iPhone exclusivity deal with Apple is set to expire as early as next year, but that doesn’t necessarily mean it won’t be renewed&#8211;despite complaints about the carrier’s network. That’s the word from iSuppli, which predicts Apple will extend its agreement with AT&#038;T because it has no reason not to.</p>
<p>&#8220;Speculation is rife that Apple will end its exclusive U.S. iPhone service deal with AT&#038;T when the current contract expires in June 2010 and begin to offer phones that work with the Verizon network,&#8221; <a href="http://www.isuppli.com/News/Pages/Apple-Expected-to-Extend-Exclusive-Wireless-Deal-with-ATT.aspx">iSuppli analyst Francis Sideco said in a research note today</a>. &#8220;However, iSuppli doesn’t believe this will be the case. The main reason Apple is likely to stick with AT&#038;T beyond 2010 is the relatively wide usage and growth expected for the HSPA air standard used by the carrier for 3G data.&#8221;</p>
<p>As Sideco explains, &#8220;Cumulative global subscribers of HSPA wireless services, consisting of High-Speed Downlink Packet Access (HSDPA) and High-Speed Uplink Packet Access (HSUPA), are set to rise to 1.4 billion in 2012, up from 269.1 million in 2009. In contrast, cumulative subscribers for the EVDO standard used by Verizon will amount to 304.6 million in 2013, up from 145.2 million in 2009.&#8221;</p>
<p>A point worth noting, though it’s hard to imagine that Apple (AAPL) doesn’t harbor some resentment toward AT&#038;T (T), which has undermined its carefully crafted iPhone experience. And if that’s the case, wouldn’t it make more sense for the company to extend its deal with AT&#038;T, but not as an exclusive? That would allow Apple to hammer out a second deal with Verizon (VZ), which, according to some analysts, would more than double U.S. iPhone sales in the near term. </p>
<p><a href="http://digitaldaily.allthingsd.com/20090601/iphone-verizon/">As Bernstein Research analyst Toni Sacconaghi noted this summer</a>, &#8220;Verizon’s postpaid subscriber base is not only larger than AT&#038;T’s, but more importantly, is untapped whereas we estimate more than 10 percent of AT&#038;T’s postpaid users already have an iPhone.&#8221;</p>
]]></content:encoded>
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		<title>IBM Shrugs Off Econalypse</title>
		<link>http://allthingsd.com/20090717/ibm-shrugs-off-econalypse/</link>
		<comments>http://allthingsd.com/20090717/ibm-shrugs-off-econalypse/#comments</comments>
		<pubDate>Fri, 17 Jul 2009 17:00:32 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Mobile]]></category>
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		<description><![CDATA[[ See post to watch video ]]]></description>
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		<title>Analyst: AT&amp;T Screwed Without iPhone Exclusivity</title>
		<link>http://allthingsd.com/20090717/analyst-att-screwed-without-iphone-exclusivity/</link>
		<comments>http://allthingsd.com/20090717/analyst-att-screwed-without-iphone-exclusivity/#comments</comments>
		<pubDate>Fri, 17 Jul 2009 14:40:25 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Mobile]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=21634</guid>
		<description><![CDATA[There’s no question that AT&#38;T’s iPhone-exclusivity deal has been a strategic coup for the carrier. Since its debut in 2007, the device has drawn millions of new customers to the company and done much to revitalize its brand. But the carrier’s deal with Apple won’t last forever, and as soon as it expires, the telecommunications giant will face slowing growth and worse, defections.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2009/07/jobs_canyouhearmenow-250x205.jpg" alt="jobs_canyouhearmenow-250x205" title="jobs_canyouhearmenow-250x205" width="250" height="205" class="alignright size-full wp-image-21635" />There’s no question that AT&#038;T’s iPhone-exclusivity deal has been a strategic coup for the carrier. Since its debut in 2007, the device has drawn millions of new customers to the company and done much to revitalize its brand. But the carrier’s deal with Apple (AAPL) won&#8217;t last forever, and as soon as it expires, the telecommunications giant will face slowing growth and worse, defections.</p>
<p>So says Pali Research, which in a research note this week argued that AT&#038;T (T) should be very worried about <a href="http://digitaldaily.allthingsd.com/20090428/apple-verizon-and-the-iphone-lite/">the prospect of Verizon adding the iPhone to its handset lineup</a>.</p>
<p>&#8220;As the iPhone exclusivity period rolls off between AT&#038;T Wireless and Apple, a material number of AT&#038;T customers will flock to Verizon’s superior network,&#8221; the firm states. &#8220;We estimate that nearly a third of AT&#038;T’s post-paid customers are being retained by AT&#038;T primarily because of the iPhone exclusivity.&#8221;</p>
<p>An unsettling thought for AT&#038;T, whose five-year agreement to be the  iPhone’s sole U.S. provider is reportedly set to expire in 2010. Especially since there are several compelling <a href="http://blogs.barrons.com/techtraderdaily/2009/05/06/10-reasons-apple-will-sell-iphone-via-more-us-telcos/">reasons for Apple to offer the iPhone to Verizon</a> (VZ).</p>
<p>For one thing, the  move would <a href="http://digitaldaily.allthingsd.com/20090601/iphone-verizon/">give Apple access to about 80 million new Verizon customers</a>. For another, it would bring the iconic device to a carrier that might, you know, <em><a href="http://digitaldaily.allthingsd.com/20090714/moffett-note/">reasonably support all its features</a></em>, a carrier whose <a href="http://digitaldaily.allthingsd.com/20090427/verizon-to-apple-can-you-hear-me-now-apple-to-verizon-not-on-that-lousy-cdma-network/">LTE &#8220;4G&#8221; network</a> isn’t four-to-five years off, a carrier whose name doesn’t <a href="http://digitaldaily.allthingsd.com/20090714/moffett-note/">elicit laughter and jeers at Apple&#8217;s Worldwide Developers Conference</a>.</p>
<p>So why extend AT&#038;T’s exclusive deal? If there’s a good reason, Pali doesn’t see it. The research house is betting on the iPhone coming to Verizon. And when it does&#8230;</p>
<p>&#8220;We expect AT&#038;T Wireless net subscriber additions to fall to less than 1 million in 2010 from more than 4 million in 2008. With an LTE-based iPhone in 2011, we believe Verizon could take even more market share resulting in a contraction in AT&#038;T’s subscriber base in that year.”</p>
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		<title>Analyst: AT&amp;T Screwed Without iPhone Exclusivity</title>
		<link>http://allthingsd.com/20090717/analyst-att-screwed-without-iphone-exclusivity-2/</link>
		<comments>http://allthingsd.com/20090717/analyst-att-screwed-without-iphone-exclusivity-2/#comments</comments>
		<pubDate>Fri, 17 Jul 2009 14:40:25 +0000</pubDate>
		<dc:creator>John Paczkowski</dc:creator>
				<category><![CDATA[Mobile]]></category>
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		<guid isPermaLink="false">http://digitaldaily.allthingsd.com/?p=21634</guid>
		<description><![CDATA[There’s no question that AT&#38;T’s iPhone-exclusivity deal has been a strategic coup for the carrier. Since its debut in 2007, the device has drawn millions of new customers to the company and done much to revitalize its brand. But the carrier’s deal with Apple won’t last forever, and as soon as it expires, the telecommunications giant will face slowing growth and worse, defections.]]></description>
			<content:encoded><![CDATA[<p><img src="http://digitaldaily.allthingsd.com/files/2009/07/jobs_canyouhearmenow-250x205.jpg" alt="jobs_canyouhearmenow-250x205" title="jobs_canyouhearmenow-250x205" width="250" height="205" class="alignright size-full wp-image-21635" />There’s no question that AT&#038;T’s iPhone-exclusivity deal has been a strategic coup for the carrier. Since its debut in 2007, the device has drawn millions of new customers to the company and done much to revitalize its brand. But the carrier’s deal with Apple (AAPL) won&#8217;t last forever, and as soon as it expires, the telecommunications giant will face slowing growth and worse, defections. </p>
<p>So says Pali Research, which in a research note this week argued that AT&#038;T (T) should be very worried about <a href="http://digitaldaily.allthingsd.com/20090428/apple-verizon-and-the-iphone-lite/">the prospect of Verizon adding the iPhone to its handset lineup</a>. </p>
<p>&#8220;As the iPhone exclusivity period rolls off between AT&#038;T Wireless and Apple, a material number of AT&#038;T customers will flock to Verizon’s superior network,&#8221; the firm states. &#8220;We estimate that nearly a third of AT&#038;T’s post-paid customers are being retained by AT&#038;T primarily because of the iPhone exclusivity.&#8221;</p>
<p>An unsettling thought for AT&#038;T, whose five-year agreement to be the  iPhone’s sole U.S. provider is reportedly set to expire in 2010. Especially since there are several compelling <a href="http://blogs.barrons.com/techtraderdaily/2009/05/06/10-reasons-apple-will-sell-iphone-via-more-us-telcos/">reasons for Apple to offer the iPhone to Verizon</a> (VZ). </p>
<p>For one thing, the  move would <a href="http://digitaldaily.allthingsd.com/20090601/iphone-verizon/">give Apple access to about 80 million new Verizon customers</a>. For another, it would bring the iconic device to a carrier that might, you know, <em><a href="http://digitaldaily.allthingsd.com/20090714/moffett-note/">reasonably support all its features</a></em>, a carrier whose <a href="http://digitaldaily.allthingsd.com/20090427/verizon-to-apple-can-you-hear-me-now-apple-to-verizon-not-on-that-lousy-cdma-network/">LTE &#8220;4G&#8221; network</a> isn’t four-to-five years off, a carrier whose name doesn’t <a href="http://digitaldaily.allthingsd.com/20090714/moffett-note/">elicit laughter and jeers at Apple&#8217;s Worldwide Developers Conference</a>.</p>
<p>So why extend AT&#038;T’s exclusive deal? If there’s a good reason, Pali doesn’t see it. The research house is betting on the iPhone coming to Verizon. And when it does&#8230;</p>
<p>&#8220;We expect AT&#038;T Wireless net subscriber additions to fall to less than 1 million in 2010 from more than 4 million in 2008. With an LTE-based iPhone in 2011, we believe Verizon could take even more market share resulting in a contraction in AT&#038;T’s subscriber base in that year.”</p>
]]></content:encoded>
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