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Technology Stocks : CDRD (CD Radio) -- Ignore unavailable to you. Want to Upgrade?

To: Allan F who wrote (588)	3/24/1998 9:36:00 AM
From: VALUESPEC	Respond to of 904

SKYC will directly compete with CDRD. They own 28% of the only other company that has a license for Digital Audio Radio. World Space will be paying all the expenses for the buildout, since SKYC provided the license. A pretty good deal. SKYC also has a national mobile radio service which should be breaking even soon, if the recent deals are consummated. I thought anyone interested in CDRD, might also be interest in SKYC. Not just for an investment, but to keep track of them since they will be directly competing. Link to news and info on SKYC and its DARS: valuespec.com VALUESPEC valuespec.com

To: Allan F who wrote (588)	4/2/1998 9:15:00 PM
From: gaohong xie gary Xie	Read Replies (1) \| Respond to of 904

Paying too much for CDRD. washingtonpost.com Why up today in two days ? I noticed many bids are small slots, while ask size slots are relatively large, it looks like pump/dump for large guys to exit. Or just manipulated short squeeze ? Many longs here argue that they are buying CDRD's concept. So far, CDRD's designed concept is broadcasting CD radio to mobile cars. Who would paying for such music ? everybody got their own favorite CDs. Listen to the local news ? why should he ? unless he is travelling far from hometown, then how many percentage of such persons ? From technical point of view, it is unknown. We can not assuming the current satellite TV techniques can be used here since the receivers in existing satellite TV is fixed in position (of course, satellite has to be geosynchronous). We have following very difficult to solve the problems. 1. Mobile receiver, antenna direction constantly change 2. How to solve the Dopler effect 3. The effect of propagation delay (approx. 0.25s) 4. How to send uplink signals to the satellite, central or distributed. I am not sure how is the CDRD's research in this field or plan to hire university doing this or still is just a gang of managers doing SEC filing. Without these technical problem solved, no way it can be operating at 1999 (or it is 2000). If you are long, you are indeed paying for just concept, very vague concept, Disney world concept. I can not believe even brokerage house could sell just this concept only stock and support it. However, maybe there are enough people like the concept and will keeping blow this ballon. So be smart, think it little hard and consider the risk and unknowns. Take your profits while it is still there. put your money to stocks which has proven track of earning records. good luck to all