| To: R Petersen who wrote (18) | 2/6/1997 6:25:00 PM | | From: Trumptown | | | | |
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? |
| | USSB | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Ken Conaway who wrote (20) | 2/18/1997 8:14:00 PM | | From: Trumptown | | | | |
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? |
| | USSB | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Ken Conaway who wrote () | 2/25/1997 11:07:00 AM | | From: Blake Thompson | | | |
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. |
| | USSB | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Blake Thompson who wrote (22) | 2/27/1997 8:30:00 AM | | From: Doug Reid | | | | |
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. |
| | USSB | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Doug Reid who wrote (25) | 2/27/1997 8:12:00 PM | | From: Bobo | | | |
i just read an article which said how ussb was never going to sell itself w/ directv. this is because the hubbard family owns 60% of the company and do not want to lose control of the family jewel. so any alliances w/ dtv is a dreams away.
i sold my position yesterday when i noticed all the hype with the stock price jumping. i thought some fool had upgraded it. my thinking is that ussb should be even more threatened w/ the echo*/murdoch merger. the merger means that sky can now have mo'betta content and mo channels and execute almost instantly.
do anyone konw why the price shot up from 12ish to 14ish yesterday? i'm confused.
just today, the price dropped due to a "sell" recommendation by some ibank.
in the long run, i see ussb suffering bad. |
| | USSB | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Ken Conaway who wrote () | 5/1/1997 7:41:00 PM | | From: Mister5By5 | | | |
This thread is dead. Isn't anyone else out there optimistic about USSB? Revenues for the last quarter were $99.2 million from $57.0 million in the same period of fiscal 1996. Plus, during the quarter, paying subscribers grew by more than 158,000 to 1,378,000. The average customer spends about $25 per month.
The customer base should only get larger, and operating costs should remain relatively fixed. There are only 3 potential competitors (just 2, if the Echostar/News Corp merger holds up).
Consider a conservative scenario where the company adds 200,000 customers for each of the next 4 quarters. The first group of 200,000 would increase revenue by $60 million this year, the next group by $45 million, the next group by $30 million, and the last group by $15 million. That's $150 million, or nearly a 50% increase in revenues in 1 year.
If DBS continues to steal customers away from cable (a strong industry trend), we should see even faster growth. At 3.5 million customers (a drop in the cable TV bucket) this is a billion dollar company with very small fixed operating costs. The stock could skyrocket like AOL did in 1995.
Cheap, cheap, cheap at $10 a share!
|
| | USSB | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| |
