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   Technology StocksUSSB


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To: greenspirit who wrote (37)9/28/1997 4:09:00 PM
From: PeterR1700
   of 62
 
Michael - like you, I'm interested in a Sat play. Have you learned anything that you'd care to share?

'Preciate it. Peter

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To: Ken Conaway who wrote ()10/3/1997 1:18:00 PM
From: Tom Duescher
   of 62
 
Your not the only Fool - Looks like a few other fools are paying attention today on the year end numbers. Blew away the estimates.

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To: Tom Duescher who wrote (42)10/3/1997 1:31:00 PM
From: pat w.
   of 62
 
does anyone know, anything about the relation of ussb and dow jones (nyse dj) ?

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To: pat w. who wrote (43)10/6/1997 4:38:00 PM
From: Blake Thompson
   of 62
 
Can anyone please explain what the deal with this recent runup in price is all about. 2 points in 2 days and 1 million+ volume each day!!?? I have looked everywhere for any news, but cannot find anything.
Blake Thompson

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To: Blake Thompson who wrote (44)10/6/1997 8:39:00 PM
From: pat w.
   of 62
 
if i knew i wouldn't have sold too early. i can't find either!

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To: Ken Conaway who wrote ()10/9/1997 3:02:00 PM
From: Reginald Atherton
   of 62
 
Some interesting posts on AOL Motley Fool. All positive.

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To: Reginald Atherton who wrote (46)10/9/1997 4:19:00 PM
From: Crossy
   of 62
 
Reginald & ALL,
in my opinion, USSB is a clear candidate having completed its turnaround. Plus it's in a hot industry and commanding one of the lowest Price to sales ratios in the particula segment. Last quarter "real" loss (excluding special charges) was only 5 cents. This news seems to filter thru finally. Revenue growing continously should account for nice earnings from next quarter on. Also current positive earnings outlook only take BROADCASTING into account. The fact that a digital satellite provider like USSB could actually commence INTERNET services via satellite once two-way SAT becomes popular should give this fine stock additional earnings momentum.

Since I think that this company won't disappoint us, I do think that $20+ is a realistic target for the intermediate term (1 year) in USSB. I took my position Monday below $10.

Best wishes to all around here -
CROSSY

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To: Crossy who wrote (47)10/10/1997 1:31:00 AM
From: greenspirit
   of 62
 
Crossy, exactly the reason I got in to this stock too. Here's the way I see things progressing further.

With the growing base of Internet users, more and more people will look for alternatives for high speed net connections. Some will choose Cable via companies such as @Home and others will choose Mini Dishes such as Hughers and Direct T.V.

The industry will be fractured for many years, then slowly but surely, Satellite Mini Dishes will become the major access to the net.

Some of the industry trends shaping this today are....

1. Local phone companies reluctance to spend the infrastructure dollars to keep up with the high bandwidth requirements.
2. The poor service and Monopolistic attitude of many cable companies.
3. The sheer numbers of new people logging onto the net every day.
4. The lack of available infrastructure in so many foreign countries.

With the advent of Internet Commerce, videophones, nearly free voice phones, rich multimedia, and simple email, the draw of the net will become overwhelming for the millions of people who have never seen it.

Mini Dishes will continue to improve technologically and have the answers people will want. Super high speed access, choices galore, and plenty of bandwidth. In another two years the Mini Dish industry will be practically giving away the hardware to sign people up for Net and Television access. In the mean time, more and more people will get fed up with there local cable companies, and switch to Mini Dishes--providing USSB the necessary revenue to continue positioning itself for the future.

Regards, Michael

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To: greenspirit who wrote (48)10/10/1997 3:24:00 AM
From: Crossy
   of 62
 
Michael,
thanks for Your analysis. There's another factor, I just thought of yesterday. With so many governments' attempt at censuring free speech on the net, a SAT - based provider will turn out to be a powerful vehicle against ALMOST ANY means of censorship. In fact, I'm looking forward to people circumventing odd local "community" rules (pertaining p.e. in Australia, Britain etc.) by using a service out of reach for local jurisdiction..

The revenue curve for USSB looks very promising. Alsmost all of cable/SAT companies are still in the red because capital expenditure is huge at the beginning of their corporate life. However USSB already progressed to a point where they almost broke even last quarter (net loss on continuing operations = 0.05 $). This implied loss of 0.20 per Year sharply contrasts with historical numbers of $1.00 loss per share annually. Extrapolating this trend I expect solid profitability in 1998, with the potential of nicely leveraged gains in the future.

best wishes
CROSSY

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To: greenspirit who wrote (48)10/10/1997 2:36:00 PM
From: Mike Hagerty
   of 62
 
Is a satelite feed for real time quotes clearly, hands down, superior to internet access via cable modem (ie-faster? more reliable) Or is this a subject where there's lots of room for discussion and opinions vary?

Thanks in advance for your insight.

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