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To: kendall harmon who wrote (75104)	12/12/1999 3:18:00 PM
From: Susan G	Respond to of 120523

Interesting article on sector rotation & seasonal patterns moneycentral.msn.com

To: kendall harmon who wrote (75104)	12/12/1999 4:04:00 PM
From: Jack T. Pearson	Read Replies (2) \| Respond to of 120523

Kendall, Regarding ISYS. It is a good company, but your estimate of 1,500 satellites being launched over the next couple of years is ridiculous. The number is likely to be less than two hundred, and only a fraction of those will need new control systems. The 1,500 estimate probably includes systems that are highly unlikely to be built, given the failure of Iridium. Moreover, communication satellite orders are actually falling. Too much cheap bandwidth becoming available via cable. Jack