Acrodyne (ACRO) is one of two pure plays in the TV Message Board

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Technology Stocks : Acrodyne (ACRO) is one of two pure plays in the TV

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To: Robert Florin who wrote (864)	1/1/1998 3:09:00 PM
From: Eric Hautala	Read Replies (2) of 1319

Three steps. Make application, get construction permit, get transmission license. When an application is approved they get the construction permit so the "station" must be engineered at the time of application. You can generally figure out the transmitter company from the application based on the antenna type as both Harris and General Signal have proprietary antenna types - it's hard to discern the transmitter behind Andrew antennas. End of year facts: DTV Applicaitons to date - 26 DTV Construction Permits - 5 (fastest approval 3 days) DTV Broadcast Licenses - 0 Average ERP of all applications - 480KW. Markets with construction permits HILO CHARLOTTE HOUSTON ATLANTA HONOLULU Markets with pending applications DALLAS SHAKER HEIGHTS DAYTONA BEACH DENVER OMAHA SALISBURY ALBUQUERQUE MADISON WEST PALM BEACH WAILUKU NEWPORT DES MOINES DALLAS SEATTLE PORTLAND DETROIT FORT WORTH SOUTH BEND TOLEDO NEW YORK DETROIT It appears as if the early game is going to GSX, HRS, and STM. I attribute this to the full service nature of their offering - engineering, antenna, transmitter. I've always thought that the big boys would eat the pie first because they had the bundle that solves the whole problem - ACRO just has the transmitter. When GSX, HRS, ans STM has their fill (or is full) ACRO will have its day. I was very suprised at 97's activity. 26 stations of the thousands analog licenses was more than I thought. Two ways I see this playing out - ACRO gets something in the first 100 or they don't. If they nail something in the first 100 then we can assume that they'll get at least 1% of the overall conversion - probably more but it establishes the baseline. 1% is huge to ACRO - each percentage represents big $$. If they don't grab on out of the gate it's just a longer game - I'm not going to bail on ACRO until the first 300 apps are in and science can be applied to their long term market prospects. Selling at small premium to market value - encouraged by the lack of BS press reports to support tax selling depressed price. Waiting for Acro's next move. ~

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