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

To: Matt who wrote (66)	3/30/1998 12:52:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 81

Dear Matt: The competitors of VSAT include Hughes, Gilat (GILTF), Linkabit (a subsidiary of Titan, which will IPOed soon) and Globecomm (GCOM). The foremost expert and bull on VSAT is Valueman of the LOR thread on SI. The introduction of the PCMA technology into Starwire this next September should give VSAT a strong edge over the competition. The bear argument comes from the fact that the Asian flu is impacting this sector significantly. Since 90% of VSAT's business is defense, the impact on VSAT is only indirect, in the sense that its growth opportunities may have become constricted. Best regards, Bernard Levy