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Technology Stocks : Loral Space & Communications

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To: bryston who wrote (7425)3/7/2000 8:41:00 AM
From: Jeff Vayda  Read Replies (1) of 10852
 
Broadband growing slower than expected: According to whose 'plan'? Bernie sez things are right on.

(Thanks to Phillips Telecon)

Jeff Vayda

Broadband to grow more slowly than expected (Satellite International,
02-25-00)
According to Merrill Lynch, broadband and internet services via satellite will
reach $1.38 billion in 2000, down from the company's spring 1999 forecast of
$2.24 billion. From 2003 on, revenues are expected to exceed the $2.24 billion
mark. Merrill Lynch expects VSAT firms to transform into internet service
providers in 2000, and DTH to become a broadband services portal in homes.
Overall satellite internet penetration in the U.S. is expected to reach 2.3 million
subscriberes by the end of 2003, and 10.2 million subscribers by the end of 2005.
Revenue forecasts by industry segment:

US$ (000s)
2000
2005
U.S. DBS
9,214.8
19,709.8
Int'l DBS
7,833
18,911
FSS
7,362.6
14,144.5
VSAT/BB
1,376.8
17,322.7
DARS
76.3
4,991.3
MSS
1,065.4
16,799.3
Little LEO
17.3
417.3
Imaging
872.1
2077.5
Manufacturing
13,786
17,568
Launch
10,200
9,500
Total
51,804.3
121,441.4

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