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Technology Stocks : ViaSat -- Ignore unavailable to you. Want to Upgrade?

To: Valueman who wrote (707)	10/12/2000 12:54:51 PM
From: Ramsey Su	Respond to of 1112

It appears that the street has forgotten that VSAT is still primarily a defense contractor. VSAT should be blasting off right now. It does not matter whether there is war or who wins the presidency, defense spending got to be accelerated immediately.

To: Valueman who wrote (707)	10/16/2000 1:09:11 PM
From: bryston	Read Replies (1) \| Respond to of 1112

Capacity constrained BB service shuts down: From today's SkyREPORT.COM: <European Web/Satellite Project Fails A European provider of satellite-based Internet services is exiting the business, saying its platform can't handle increasing use among its customers. Luxembourg-based Europe Online abandoned its satellite-based consumer broadband offering and is relaunching it as an interactive TV service after determining that its technology cannot handle huge amounts of traffic. The problem for the two-year-old company is that service slows considerably as the number of users rises. Also, data from the user's computer is sent through phone lines, a turn-off for some customers. "High-speed Internet access simply does not work with satellite," Europe Online spokeswoman Simone Steinmetz told Reuters. "It's a bad use of satellite capacity." Two U.S. services, DirecPC from Hughes Network Systems and StarBand from EchoStar, Gilat and Microsoft, have satellite Internet plans in place. DirecPC has a one-way offering coming soon and is planning to launch a two-way service in early 2001. StarBand's two-way service debuts next month. Sandy Colony of StarBand said the Europe Online platform is far removed from the company's service. "There are significant differentiators between their VSAT technology and our VSAT technology," she said. "We also have unique software. You can't compare them to us." DirecPC officials weren't available for comment on the European story.>

To: Valueman who wrote (707)	10/16/2000 4:22:07 PM
From: Valueman	Read Replies (1) \| Respond to of 1112

Lowest closing price of the year today, even lower than the closes around the ill-fated secondary. Why? I can only speculate. Tax loss selling is always an issue this time of year with VSAT down 20% for the year, and way more than that when compared to early 2000 prices. The momentum folks likely got in at far higher prices and can use the loss now. Most funds close the books on October 31. Add on the disappointment in regards to contract flow in the broadband arena, some shuffling of estimates because of the earnings changes in Q1, and you get a low low price. On a more pleasant, although economically unsatisfying, note, VSAT is back on the Forbes 200 Best list at 65 forbes.com