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Technology Stocks : Loral Space & Communications

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To: Jeff Vayda who wrote (6566)8/5/1999 6:45:00 PM
From: Timothy R. Tierney  Read Replies (1) of 10852
 
Jeff;

My reasoning is not very sophisticated and I don't consider myself an expert by any means....but my theory is that Loral insists 32 sats is enough to rollout a regional system....The last launch was about a week ago or so...give four weeks to get the sats now up into proper orbit and test them all...that gets us to around Aug 20th....another two to three weeks to rollout some of the system....that's about sept 15th...should be getting activity by then .....by end of October there should be enough activity to extrapolate that there are or are not any customers....I figure the street expects little demand based on Iridium's lack of customers...so if the street expects a fizzle and there is some good activity that will be enough for the financial market to take notice....add telstar 7 to the mix by then..a proven mkt for loral...add more sats joining the constellation....Voila You have a rocket as Loral moves up substantially as does G*....If on the other hand the MKT doesn't see any customer/revenue activity and /or Telstar doesn't make an appearance etc, etc...then say hello to another dud!!!!
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