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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: LastShadow who wrote (10245)	6/13/1998 12:52:00 PM
From: UC Slug	Read Replies (1) \| Respond to of 120523

Hi Last, I wanted to pick your brain for a minute. How do you navigate around earnings warning season and not get killed? A lot of technology stocks are getting killed and one screw up could make for really bad day. Do you look for specific signs or is it just DD on your part? Take Care, Jim

To: LastShadow who wrote (10245)	6/13/1998 12:57:00 PM
From: Amelia Carhartt	Respond to of 120523

Last: You may recall DBRSY took a quick ride up to nearly 30 a while back. I missed the boat that time but I have been watching it fall all the way back to under 19. Any thoughts?

To: LastShadow who wrote (10245)	6/13/1998 4:18:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

Satellite Stocks (Barrons/Individual Investor Feature) and their potential for reaping great gains. Individual Investor (June 1998) has had a feature article on satellite stocks in their June 1998 issue. Today another major publication, Barron's (Monday, June 15) has a feature article on satellite stocks as well. What both articles have in common is that although the potential is dazzling, some of these companies might never even get off the ground, partially because of the impossible requirements of $80 billion in capital investment. Barron's article featured in Monday June 15 edition: Merrill Lynch in a highly optimistic report, projects that global demand for phone-calling via satellite will reach $31.6 billion a year by 2007, up from about $1 billion today. By that same year, Merrill figures, the annual revenues for Internet access and data transmission conducted via satellite will hit 37.5 billion compared with 200 million right now. Barron's article' emphasizes the risks and the high premiums of some of the companies, although they do have the potential to be huge businesses. Globalstar Telecom (GSTRF) came out as the only common pick in BOTH Individual Investor: "....Globalstar's is the most pragmatic network proposed and has the most profit potential (Individual Investor, June 1998) and *Barron's:* "..Danger level is high and Globalstar - is ...anything but cheap." In the Barrons' "......perhaps the safest way to invest in the risky business of satellite communications is to buy shares of Loral or Hughes. They make satellites, and their sales are likely to surge no matter which systems emerges as the winner...." .....Globalstar's network of low earth orbiting satellites that can signal back to earth quickly. They will be partnering with other companies led by Loral, which will manufacture the satellites and oversee the launches, and.. Behind Globalstar is an ICO system assembled by Hughes Electronics (a favorite in the Barron's article), The part of the article in Barrons' that interested me most was the part that was connected with fast data transmission over the INTERNET. With the internet growing from 5 million users to far more than 50 million in just three years, data data transmission is probably growing faster than voice transmission: Here is a synopsis of their picks: *Individual Investor Magazine's picks:* Data Transmission: American Mobile Satellite (SKYC) have data messaging networks already in place. Last year revenue increased 59% to 44 million from 27.7 million a year ago.. It's proposed to go into the black for the first time this year. *Satellite Telephony/bandwidth* GlobeStar communications: (GSTRF) ..All the networks have their strengths, but Globalstar's is the most pragmatic, and has the most profit potential. Marc Crossman, analyst from Oppenheimer projects Globalstar's subscriber base will grow from 200,000 in 1999 to one million by 2001. The then, he estimates, user fees will generate $450 million .. an outlook Crossman thinks, that will drive Globalstar's stock from $68 to $95 by the end of 1998. ViaSat (VSAT) Individual Investor mention the players include GMH, GILTF, but chose VSAT as their pick of the group. I mentioned this in a previous post. VSAT has 85% of its business from government-related accounts, and their design which enables subscribers to SHARE bandwidth. They have found ways to double their customer's bandwidth by stacking signals one on top of each other. *BARRON's PICKS:* *Satellite Telephony/bandwidth:* LOR Space & CO & COM (LOR) and Hughes Electronics (GMH). Barrons' emphasizes these projects are very high-capital intensive and only a few will come out as winners.... They speak of the risk and the high- price of stock of the front runners (Iridium, Globalstar) *Data Transmission:* Teledesic, Skybridge, CyberStar, Astrolink, Spaceway Orbcomm In the last segment called "Global Positioning Systems" Individual Investor's pick is Trimble Navigation over Orbital Sciences. They suggest that shares trade at only 15 times 1999 forecast.. and the company's market value of $415 is just 1.5 times sales. I have had 4 or 5 of these stocks on general watch lists since the Individual Investor article and have traded GSTRF a few times, I think some of these stocks long term potential are phenomenal and in the short term they provide great trading opportunities.