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To: straight life who wrote (6032)	12/7/1997 10:02:00 PM
From: JMD	Respond to of 152472

Taichi, I own GSTRF @ $29, do you recommend suicide or scotch? Please clarify your post! Ramsey, 4profit (you of the san diego golf and carnal knowledge pursuits), dig this on ViaSat and GlobeComm which I would have told you guys about if you hadn't been so pre-occupied with the chuckster and other fruitless pursuits: Subject: ViaSat Date: Sun, Dec 7, 1997 19:14 EST From: Readware Message-id: <19971208001401.TAA01815@ladder02.news.aol.com> ViaSat (to answer three emails), along with Globecomm, declined in the past few weeks because of concerns about satellite networking growth in Asia. ViaSat has no real business in Asia, and is a leader in satcom networking software through its StarWire Aurora system. StarWire provides redundancy advantages and lower hardware costs to satcom network users. As it moves to commercialize its applications, its revenue growth rate should continue above 35%/annualized for the foreseeable future-- especially if it develops the appropriate software for satcom delivery of data and video-audio streams to multi-dispersed LANS that are without copper or fiber access. This satcom ability is a necessity for IP Multicasting to be used by such LANS, and ViaSat is a member of this industry group initiative-- among whose other members are Microsoft, SunMicrosystems, IBM, Bolt Beranek Newman, Loral Cyberstar. Good sales of StarWire should improve the 35% growth rate figure. But you have to call ViaSat distributorships for that sales growth rate number. The distributorships are both domestic and international. ViaSat's desire for growing commercial success (as opposed to military business) should help the StarWire sales effort.The company's backlog (currently mostly military now) is now over $100 million-- which is quite an achievement for an 8 million share company. As for why the stock rose to $24/share in the first place I can't say. Globecomm dropped from $20/share to $10 1/2 recently before rebounding last week. Its fundamentals are not that closely followed here-- others are more capable of discussing that company. Do I take care of you guys or what? Regards, Mike Doyle