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Technology Stocks : Loral Space & Communications

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To: JMD who wrote (7444)	3/9/2000 7:28:00 AM
From: Jeff Vayda	Read Replies (1) of 10852

JMD: Glad you could take time out from the surf duties to attend the Q S/H meeting. As a Southerner, it is a wee bit more difficult to make a large enough space in the old schedule to support. I need less time than Mq, but then again he has much more Q than I. But anyway on to the point of this post. I am a huge fan of the potential of the fixed phone for G. As such, I am interested if anything was said at Qualcomm wrt the fixed phones. In my heart of hearts I am awaiting an announcement of production increases and price reductions. Do your notes contain any hints that my wishes are to come true? The Mexican announcement some months ago about put me out of my chair, but alas not even the smallest peep since then. Now I am tempted by the passing Indian comment. Someone get off the fence and make these deals happen - the market is asking for them, how come G cant produce? The Qualcomm execs are positive on G*. They have a spare billion in the bank. What is to stop them from reving up the production rates now? Build a few phones. Put them out there! (Unless they are feverishly working on the second gen phone - you know the one with out the cannon barrel :-) Jeff Vayda

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