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Technology Stocks : Loral Space & Communications

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To: Timothy R. Tierney who wrote (6565)8/5/1999 1:30:00 PM
From: Jeff Vayda  Read Replies (2) of 10852
 
Just for fun Tim, what are your parameters for determining a 'rocketship or a dude'? What do you plan to measure? If the ramp up is not to your expectations at day X, what is to say the ramp up will not increase on day Y, surpassing your datum?

I am hesitant to draw a line in the sand and say "By this day ...." It must be done eventually, but too many times have I left the game early only to have a ninth inning home run change everything. (Anyone remember Hedi?)

Just throwing some ideas around. Has anyone else established a firm set of requirements? (numbers and/or dates) I have not - that is why I am giving Loral until the spring 2000 before I seriously re-evaluate my positions. (Drastic events excluded) Even that is early as Loral is pointing to end of 2000 as the breakeven time frame.

Jeff Vayda
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