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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (13109)12/21/1999 9:31:00 AM
From: gdichaz  Read Replies (2) of 54805
 
Snasraway: Some thoughts re Globalstar.

The other thread may be where it is discussed most appropriately, since it has been dismissed pretty much out of hand here in the past.

Loral is worth considering as a way to participate in the huge potential of delivery of data (of all flavors, including news, video, TV, music, etc etc - as well as a ubiquitous internet and intranet connection) as well as owning 45% of G*

Have followed both for years as part of my three legs - wireless terrestrial (the Q), fiber (JDSU) and wireless satellite (LOR ((&G*))).

Since my primary interest has always been in the most rapid and efficient transmission of data (with voice as a secondary consideration) the possibilities of satellite transmission for data is very appealing. Coverage is practically by definition worldwide. The primary bottleneck so far is the movement of data up to the satellite for transmission down. But that is in the process of being dealt with. Still early yet though.

And of course all three will thrive at the same time as complimentary and mutually reinforcing - with satellite the slowest to get off the ground so to speak. Both types of wireless and fiber will both interconnect and bypass each other - many different and as yet unforeseen permutations IMO.

But in brief, suggest that anyone seriously interested in Globalstar look at Loral both for G* participation and satellite data which is Loral's opportunity not G*'s.

G* is just getting started. Loral's data delivery is also just starting to become meaningful. Both stocks are cheap - if the companies succeed.

Neither have earnings nor a track record. That is why I suggested the other thread may be where they should be discussed.

Best.

Cha2
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