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Technology Stocks : Satellite Stocks - USSB, CQ, SPOT, QCOM, etc.
QCOM 172.75-4.4%3:59 PM EST

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To: Ken Conaway who wrote (133)10/8/1996 8:15:00 PM
From: Noel   of 222
 
It's time to cut your losses on USSB. They just don't have the capacity to do anything themselves. If you want the best pure play on satellite, look at DISH. They have quietly put together the most DBS freq's of any player, they have 2 satellites operational and 5 in the pipeline. It's capacity that matters at this point, not subs. If the whole DBS business went down the tubes, DISH's satellite capacity is intrinsically worth a 10 point premium over its current stock price. USSB, on the other hand, has just 5 transponders, and has for some time looked like a great short play.

NPD
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