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Technology Stocks : Echostar Comm.

SATS 103.91

+0.1%

Dec 19 3:59 PM EST

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To: Dom Sartorio who wrote (347)	8/18/1997 7:14:00 PM
From: Noel	of 1394

DOM: All satellite companies start off carrying a lot of long-term debt. It's the nature of the beast. Building and launching satellites is a big fixed cost, but their variable cost is almost nil. So if you revisit the balance sheet five years out, what you find are highly profitable companies. If you need any proof of this, simply research Panamsat (SPOT). They were recently recognized as having the highest revenue per employee of any publicly-traded company. As for DISH, they are both operating and continuing to build their infrastructure. But their sub growth is accellerating. Expect to read an announcement from DISH any day now that August '97 was their highest sub acquisition month ever. And we really won't reach the peak fall selling season for another 5-6 weeks. They should reach 1m subs by christmas, and be break-even around the 2ndQ '98. As for long-term, see post number 345 for a "back of the envelope" analysis of their prospects. Hope you enjoy your new system! Regards, NPD

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