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   Technology StocksUSSB


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To: R Petersen who wrote (15)1/29/1997 4:50:00 PM
From: Alan Norton
   of 62
 
RE: USSB IR

RP, Thanks, I may give them one more try. I have some tough questions for them.

Slighty off topic - Anybody seen the activity on DISH lately. This whole sector has been hit pretty hard lately. Lots of short term red ink, but promising 1-3 years looking out. Watching closely....

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To: Alan Norton who wrote (16)1/30/1997 12:54:00 AM
From: MLAHR
   of 62
 
Alan - Thanks for pointing out DISH. I am also watching VERY closely!

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To: MLAHR who wrote (17)2/5/1997 10:43:00 AM
From: R Petersen
   of 62
 
Is there any news or interest out there? No postings lately...

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To: R Petersen who wrote (18)2/6/1997 6:25:00 PM
From: Trumptown
   of 62
 
I've been looking into this company, which seems to have excellent prospects. The only problem I see is a suit from Personalized Media Communications L.L.C. that claims patent infringement against Hughs Electronic Corp's DirecTV Inc and USSB. Is this a threat or just some whining?

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To: Trumptown who wrote (19)2/18/1997 7:52:00 PM
From: Ken Conaway
   of 62
 
Anyone heard anything further on the patent deal?

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To: Ken Conaway who wrote (20)2/18/1997 8:14:00 PM
From: Trumptown
   of 62
 
I haven't seen a thing on it. Stock looks like it wants to move a little. Any word on subscriber base? I'm still trying to understand the arrangement between USSB and DirecTV. Any thoughts?

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To: Ken Conaway who wrote ()2/25/1997 11:07:00 AM
From: Blake Thompson
   of 62
 
I have been in USSB for several months now as I caught it at a low point at about 10. This new deal with DISH and News Corp seems to pose a formidable competitor to USSB. So far the implications have been sustained as USSB was up early riding the DISH wave. Does anyone know what this new deal is going to do to USSB and its future subscriptions? The news said that the new company Sky will begin major activity later in the year. I guess all we can hope for is another big-time company to pick up USSB.
Blake T.

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To: Blake Thompson who wrote (22)2/26/1997 8:56:00 PM
From: Arijit Mukherji
   of 62
 
Does anyone know why it went UP nearly 2 points today? Lots of block trades in the late afternoon.

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To: Arijit Mukherji who wrote (23)2/26/1997 10:53:00 PM
From: Ken Conaway
   of 62
 
I'm not sure why but it's looking much better.

Maybe the presumed impending profitability. Rumors are June.

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To: Blake Thompson who wrote (22)2/27/1997 8:30:00 AM
From: Doug Reid
   of 62
 
The only really viable acquiror of USSB is Hughes (DirecTV). They both come off the same satellite and use the same technology platform (DSS). One has to remember that once the consumer has purchased a DSS dish and box its only programming providers are DirecTV and USSB; you can't point a DSS dish at a Sky satellite. Assuming that the combined DirecTV/USSB programming package stays competetive (in terms of content and price) with Sky et al, the installed DSS subscriber base of approximately 3 million is a hell of a headstart.

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