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To: Asterisk who wrote (6110)	12/10/1997 9:07:00 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 152472

Ramsy, All you need to do is even metion vacation and things Tank! Liars wants out of ericy next April, according to the ericy thread. The best thing about the Bangladesh article was this remark: Majmudar said this was Qualcomm's first big deal in South Asia, and that it was close to completing several deals in India in the near future. WLL, the $ of the future. Caxton

To: Asterisk who wrote (6110)	12/11/1997 1:51:00 AM
From: Uncle Mikey	Respond to of 152472

Just picked up a bit of the discussion regarding streaming. The current leader in this area is RealNetworks, a recent IPO RNWK. The company is run by a guy who was head of MSFT's multimedia program. If you have ever listened to "RealAudio" or watched "RealVideo" you are seeing RNWK's product. MSFT (of course) has a competing version. I bought a very small position in the stock because it has some speculative appeal, but the weakness in RNWK's business plan, as I see it, is how they expect to make $$$$$ with this. Of course, I thought the same thing when Netscape was giving their browsers away for fee. Actually I still kind of feel that way about netscape In any event check out RealNetworks website: real.com I justed watched video & audio of Larry Ellison at the site. You might need to download (free) a viewer first. The video is still a bit shakey, but I'm only at 28.8, and the audio is OK. There is also a thread here as SI Mike

To: Asterisk who wrote (6110)	12/11/1997 10:16:00 AM
From: JMD	Respond to of 152472

FOR THOSE INTERESTED IN ViaSat, MultiStreaming, etc.: Subject: Brokerage recommendations Date: Wed, Dec 10, 1997 21:57 EST From: Readware Message-id: <19971211025701.VAA15242@ladder02.news.aol.com> I am told that Oppenheimer broker Marc Crossman recommended G* today with a $72 1998 year-end price target. There is a Marc Crossman that writes occasional satellite articles in ViaSat-- he must be the same person. Also, Stein Rowe Partners recommended Loral today "as the stock for 1998", as did American Express Investment Management. I am told the recommendations came today on the CNBC televsion business show. I am also told that on Bloomberg television Axiom Brokers recommended Loral today as a the telcommunications stock for 1998. These are the same brokers that recommended the stock this past summer. Readers of the posts here might want to check this information out. As for the DAMA email and ViaSat-- DAMA means Demand Assigned Multiple Access. Think of it as a celestial router system that efficiently and economically directs transponders to the correct ground-based VSAT channels every time, and only when needed. That increases efficiency of the VSAT network, and saves the satellite provider money. A satcom internet provider-- like C*, or Astrolink-- will need such an "aerial router" at some point in time-- when the traffic starts picking up, which should be in 1999. The demand for VSAT internet off satcoms is extraordinarily strong in many areas of the world. Deregulation of VSATs will hasten interet access for these areas. In this regard Gilat is an important VSAT company, along with GE Spacenet. The genius of DAMA is that it sorts out all network channels everytime correctly, and that is critical for a satcom internet/data/videoconferencing provider. Now, Scientific Atlanta has a DAMA system, called SkyLink. However, ViaSat has a DAMA VSAT system called Skywire, which is state of the art. It originated from its UHF DAMA for the military, and is a perfect candidate for use by a satcom internet provider in areas without access to fiber or copper. It is superior to microwave, and much more economical to maintain. That does not mean that Skywire (soon to be Skywire Calypso) will be used by a satcom provider. It is just a technology that I like in ViaSat, and which, in my opinion, has a lot of merit. As for the stock price of ViaSat I have no educated opinion-- I do think, though, to answer the further email questions, that it is going to be a fast growth company as it develops and enhances Skywire even more. sounds like DAMA is hot taters, what? Regards, Mike Doyle