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

To: Candle stick who wrote (670)	5/21/1998 12:08:00 PM
From: BARRY ALLEN	Respond to of 904

CS....aren't there some better stocks to short than CDRD? Up another $4.00 this morning! The street apparently values the new "garage" management team. Seems like you're pissing in the wind! How ya doing with AMZN?

To: Candle stick who wrote (670)	5/21/1998 12:56:00 PM
From: Ploni	Read Replies (1) \| Respond to of 904

The satellite failure is going to be bigger news this weekend. I think there is a feature story scheduled for ABC News tonight. It will take a week to move another satellite into the proper orbit (if that works). Until then, many people will be without pager service. A meteor shower is coming up, of the type that we haven't had during the modern space era. Some think it could blind or kill a significant percentage of our satellites. This will certainly be mentioned in the press this weekend, and I expect a pullback. If we lose many satellites, it will affect long-distance telephones, television (distribution of canned shows would have to be sent via snail mail, broadcast of live news and sporting events would be severely curtailed), security of the U.S. and other countries who rely on spy satellites to gather intelligence, etc.

To: Candle stick who wrote (670)	5/23/1998 1:38:00 AM
From: Ken Pomaranski	Respond to of 904

<< I have 10 times the knowledge of CDRD than you, have spoken to management several times and read every filing they ever made with the SEC, and as you can see have followed their progress since early last year. >> In response to my contention: << He usually posts marginally relevant press releases from competitors, market in general, or whatever to 'prove' his case. no real 'in depth' company analysis is ever offered. >> **** I still stand by my statement based on past experience. But I do admit you seem to have a much better grasp of CDRD than AMZN. With AMZN, there were at least three specific incidents when you really put your foot in your mouth: (1) When you posted several paragraphs from an SEC filing claiming that these were 'new statements from AMZN', when in fact they were in the prospectus one year earlier, with the same exact wording. If you read all company literature, how did you miss this one? I'll name the two other examples if you want them. With CDRD, however, you raise some good points. Most are scare tactics, except for your note about the 'ground based repeaters'. Yes, this bothers me also. This one thing will be the make-or- break in my mind. Without these, CD-Radio will be useless. However, if these get approval, the stock will skyrocket. I'm keeping my holdings small in this stock until this milestone occurs. About the money... Yes, they need money. So what. Money is cheap these days. Credit lines, private placements, stocks, bonds, doesn't matter. This is by far the least of my worries. I still think shorting concept stocks are dangerous. There are so many good shorts out there, why this stock? Good luck to you! I'm glad to hear you make a living doing this. Sounds like fun. Enjoy it! kp

To: Candle stick who wrote (670)	5/23/1998 5:44:00 PM
From: sammy levy	Respond to of 904

Wait and see what happens to the price if the launch fails:-) I am an ex shorter.But not now;jumps too much on any semi positive news. No way will be long either at this stage,wait and see what happens....

To: Candle stick who wrote (670)	5/23/1998 9:50:00 PM
From: Tom Hua	Respond to of 904

CS, the cost per satellite is about $250 MM. How many satellites does CD Radio need to deploy? Let's just say the "concept" turns into reality, I doubt too many people are willing to pay $200 for a radio card plus a monthly subscription fee to listen to commercial free radio programming? Regards, Tom

To: Candle stick who wrote (670)	5/24/1998 3:51:00 PM
From: Ms. Blumkin	Read Replies (2) \| Respond to of 904

Candle stick ... very amusing stuff, you quote parts of SEC filings largely written by lawyers representing standard CYA type disclosures as a basis for concern ... thanks for the "insight" as evidenced from your past posts ... " ....there can be no assurance that the Company will be able to obtain additional financing on favorable terms, if at all, or that such financing will be available in a timely manner. If additional financing were not available on a timely basis, the Company would be required to delay satellite and/or launch vehicle construction in order to conserve cash to fund continued operations, which would cause delays in the commencement of operations and increased costs."