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Technology Stocks : Primestar/TCI Satellite (TSATA)

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To: Noel who wrote (159)1/14/1999 5:41:00 AM
From: Steve Bramhall  Read Replies (2) of 442
 
Noel,
Here's the equity.

scattered across our nation you'll find a 30"plus dish that Primestar won't retrieve from the millions of customers who can't afford to pay for their monthly programming. Churn?
these dishes are tsata greatest asset... see you take the dishes to Mexico and sell directv and dish network to the Amigo's for their vacation villas... that's 3,000,000 say @ $299.99 + labor---awesome

seriously

like JDCFA I feel tsata has value mainly subscribers I know that if I owned direct or dish that I'd rather have the primestar customer list than have my competitor have it. also I know that Directv is paying more than most (and the street in particular) realize for each subscriber. Advertisng costs + manufacturers subsidy + $35 per unit cost reduction at wholesale +$270 activation ppc + $200 free programming effective today+ monthly commision residuals etc.. adds up to big bucks

i think that the internet access on Primestar is a ridiculous idea.
Why offer internet with your precious bandwidth when your customer can't afford to by a satellite system. where are they going to get the cash for a computer?

people like Bo are hurting this stock. If everyone held, the stock would go up it's the sellers who are driving it down. we shouldn't be watching it daily, TSATa is an INVESTMENT not a wager. Those who are patient will be rewarded. I'm in till the end and purchased over 20,000 shares last year starting at $3.75; worse yet, I sold all my dish and ussb in september to pay for tsata. Obviously, I know more about satellite than investing... just my opinion

Regards,

Steve
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