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To: Valueman who wrote (2897)	5/10/1998 1:18:00 PM
From: Bonnie Bear	Read Replies (2) \| Respond to of 10852

Perhaps YOU should do your homework.

To: Valueman who wrote (2897)	5/12/1998 11:32:00 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 10852

Valueman, off topic - VSAT Is VSAT supposed to be reporting qrt/yr end today? any comments? Ramsey

To: Valueman who wrote (2897)	5/14/1998 1:51:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 10852

<partly off topic> Hi Valueman: I have two questions: a) Do you know which companies have developed or are developing satellite ATM switching products? I am aware of Spacebridge, a Newbridge Network affiliate: spacebridge.com Who else: Stanford Telecom? b) I just got the June issue of Individual Investor. It features many of the companies often discussed on this thread, such as GSTRF, CDRD, and VSAT. However, there is another group that I have been following quietly without getting too excited: satellite messaging companies such as SKYC and Orbcomm. I am not too interested in Orbcomm, but I would like your opinion about SKYC. My read is that they need to execute fast or GSTRF will eat their lunch when it goes on line next year. They are also throwing a lot of red ink. However, Ron Baron is a big holder of SKYC. Since he is a very astute investor, I am wondering what he is seeing that I don't seem to grasp? Thanks for your help, Bernard Levy