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To: Waitstill who wrote (1938)	2/15/1998 11:20:00 AM
From: JMD	Respond to of 10852

Re: year 2000 problems on G* birds--haven't a clue but I would be beyond shocked if these guys slipped up on that one. Just keep reminding yourself: these really ARE rocket scientists! :) Since nobody has objected, yet, to continuing VSAT discussions here, I will trudge on. Future posts can be started with something clever like RE: VSAT and then folks who aren't interested can click on. RE: VSAT Readware's comments from Motley: Subject: ViaSat Once More Date: Sat, Feb 14, 1998 20:50 EST From: Readware Message-id: <19980215015100.UAA18690@ladder02.news.aol.com> ViaSat is a San Diego company which in the past 17 months perfected a bandwidth economization protcol dubbed "Starwire Aurora". When a customer accesses a transponder, he must "reserve" transponder time. The value of ViaSat's Demand Assigned Multiple Access system is that it eliminates this reserve need, replacing it with a "when needed" system whereby it channels access to a user only when that user needs it. In so economizing on bandiwdth it is able to provide the satellite provider with more customers. It is a value therefore to the satcom provider. As internet delivery becomes satellite based, a need for a system asymptotic to or identical with ViaSat DAMA will increase. An educated opinion would be that one would want the system identical to ViaSat's DAMA. There are other DAMA protocols-- for example, Scientific Atlanta has one, Orion has one, Gilat has one. But ViaSat's gives the satcom provider of internet data the most economical way of delivering them. That is the long and short of ViaSat. A fine technology well-placed for the emerging internet business that for satcom providers will be some $38 billion/year by 2004. Should one buy shares in ViaSat? We do not follow the company on a fundamental basis. The company is rapidly converting itself from a low p/e defense technology supplier to a commercial supplier of important satcom technologies. Competition is always moving satellite related providers to one-up others in their field. Technology is rapidly changing. But ViaSat's DAMA does appear to be a technology that will have use for the majors. In 1999 as internet delivery starts becoming increasingly satellite based, and VSATs take on an increasingly important posture in that delivery, one could reasonably conclude that somewhere in that road ViaSat's DAMA will be signpost that the majors will want to follow. For those of you who don't follow the Motley thread, Readware is the resident guru (richly deserved) and professional consultant in the satellite industry. He has been consistently complimentary of VSAT though VSAT is not on their "follow" list. Regards, Mike Doyle