Echostar Comm. Message Board

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Technology Stocks : Echostar Comm.

SATS 103.90

-3.2%

Dec 15 3:59 PM EST

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To: Stoctrash who wrote (344)	8/13/1997 5:59:00 PM
From: Noel	of 1394

Remember, these companies should operate at 35-45% margin. So once they overcome their high fixed costs, they are monsters. For instance, figure DISH has 4m subs x $40 rev/sub x 40% margin yields $64,000,000 per month yields $768 million annual EBIDTA. That kind of cash flow can handle a lot of debt! Based on current growth, DISH should have 1m subs by the end of the year. By mid to late 1998, they will be cash flow positive, and then they can pump more funds into sub acquisitions. So it is not unreasonable to expect they hit 4m subs by 2002-2003. Plus they have all that real estate in the sky... Regards, NPD

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