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Technology Stocks : VIASAT (VSAT) - BIG UPSIDE POTENTIAL??? -- Ignore unavailable to you. Want to Upgrade?

To: DD™ who wrote (25)	10/23/1997 2:01:00 AM
From: Jimmie Huynh	Read Replies (1) \| Respond to of 81

Good article. Especially the part of employee turnover ~ 1%. The CEO sounds a bit conservative. DD, do you think at some point down the road, the founders might want to recruit a professional CEO to manage the growth of VSAT's product lines/businesses ??? Also, how do you feel about the upcoming earnings? Learned that it is going to be annouced on 10/28, don't know the time, sorry. jimmie

To: DD™ who wrote (25)	12/3/1997 12:55:00 AM
From: Jimmie Huynh	Read Replies (1) \| Respond to of 81

A response from Viasat's investor relation to its stock's recent trend: Dear Mr. Huynh, While the trend in price is not what anyone wants to see, there have been no fundamental changes at ViaSat that would account for the drop. Our last announcement was our earnings on Oct. 28, which were on target and also showed increasing growth in our commercial revenues. Since then we appeared in the November 3 issue of Forbes as one of their "Top 200 Best Small Companies", and were singled out as one of their "10 to watch." Since our earnings announcement, the analysts covering us have not changed their ratings - all are buy or strong buy - other than Unterberg, which upgraded us from a long-term buy to buy based on the lower stock price, and lower P/E. When the stock was in the low $20s, and P/E was up over 40, the consensus was that it was ahead of itself. To see it come down some was not a surprise to management. Management also feels that the company has been tied to the downturn in Asia-Pacific markets, even though only a very small portion of our commercial revenue is coming from there at this time. Overall the market seems to be wanting to see a major commercial contract before it is really sold on the fact that future growth of the company can match our past success. Thanks for your interest in ViaSat. Regards, Bruce Rowe Investor Relations ______________________________ Reply Separator _________________________________ Subject: Stock DIVED? Author: "Jimmie Huynh" <jhuynh@worldnet.att.net> at internet-gateway Date: 12/1/97 7:51 PM To whom it may concern: I wonder if someone could provide some comforting words as to why Viasat stock keep plummeting with no "publicly annouced" bad news? Has there been any such news leaked into the market? In fact, Viasat has dropped approximately 40% from its peak in less than two months. As a big believer of Viasat's technology and an admirer of its management, I find it hard to believe that the recent performance is any reflection of the company's value. I and many of my fellow investors in Viasat would appreciate very much any justifications of the company's current stock value. Thank you very much for your time. Sincerely, A very disheartened investor Received: from mtigwc03.worldnet.att.net (204.127.131.34) by postman.viasat.com with SMTP (IMA Internet Exchange 2.1 Enterprise) id 000213DF; Mon, 1 Dec 97 19:43:08 -0800 Received: from zqkciqap ([12.64.33.42]) by mtigwc03.worldnet.att.net (post.office MTA v2.0 0613 ) with ESMTP id AAA18013 for <ir@viasat.com>; Tue, 2 Dec 1997 03:40:07 +0000 From: "Jimmie Huynh" <jhuynh@worldnet.att.net> To: <ir@viasat.com> Subject: Stock DIVED? Date: Mon, 1 Dec 1997 19:51:28 -0800 X-MSMail-Priority: Normal X-Priority: 3 X-Mailer: Microsoft Internet Mail 4.70.1155 MIME-Version: 1.0 Content-Type: text/plain; charset=ISO-8859-1 Content-Transfer-Encoding: 7bit Message-ID: <19971202034006.AAA18013@zqkciqap>