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Technology Stocks : Orbital science (ORB)
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To: Judy Muldawer who wrote (1945)9/24/1998 12:06:00 PM
From: Richard Daines  Read Replies (1) of 2394
 
I too was quite excited about yesterday's gain and am also surprised at how few SI people follow this company. Look at GMH (Hughes) there are very few post there as well. Either this technology does not excite anyone or they are waiting for the earning to start rolling in. Which is what should start happening once these companies get their fleets of satellite up and operating.

Now that ORB has completed its constellation investors be watching even more closely.

Another company that should be able to increase its profits soon is GMH. They also build satellite and are also involved with DTH (direct to home) TV broadcasts. In this case, DirecTV, which just recently reached 4 million subscribers. Rumors is that about 4.5 million is the break even point and above that is gravy. One in 25 TV viewing homes now has DirecTV and there are about 40 states with at least 10% DTH Penetration.

As you can tell, I'm quite excited about this technology sector.

Good Luck
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