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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area
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To: arnold silver who wrote (3735)8/13/2003 10:08:29 AM
From: Crossy  Read Replies (1) of 37387
 
Arnold,
on ATS - I honestly think you sold too early. Fact is there is OVERCAPACITY in satellite construction. Part of LOR's problem. Now if they can't deliver, ATS can turn somewhere else - it would get cheaper to them. However right now it looks like this will be totally unaffected. They haven't even paid Loral for this.. I think many investors panicked out. Supplier bankruptcy is not such a problem as customer bk, especialyl if the custormer is owing you a large amount of money..

rgrds
CROSSY
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