Loral Space & Communications Message Board

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Technology Stocks : Loral Space & Communications

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To: Reagan DuBose who wrote (7179)	1/4/2000 3:42:00 AM
From: Thomas	Read Replies (2) of 10852

Thanks, Reagan. That is a most useful and timely analysis. I think the LOR factor that Bernard Levy has identified (namely that LOR attracts a different, more conservative, type of investor than G) is coming into play here in a big way. OK, there is an argument that says LOR is more diversified than G because of its portfolio of satellite assets (a "plus" in the relative valuation equation?), but at the same time, LOR carries a hefty debt load and has a bunch of underperforming assets (a "minus" in the RV equation). From where I sit, LOR would sure appear to be the better way to play G* at the moment since I tend to see all the other LOR businesses as representing some positive value. If G* rocks, LOR will rock and eventually will take actions to unlock the G* value. Time of course will tell. HNY. Cheers, Thomas

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