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Technology Stocks : Loral Space & Communications

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To: ebg51 who wrote (10140)	8/15/2002 2:02:09 PM
From: Jeff Vayda	Read Replies (3) of 10852

ebg51: Yes 'tomorrow' always promises to add data points. Too bad they typically are stale or not sufficient to answer the questions of 'tomorrow'. While I find today's share price (in relation to core assets) just as problematic as I did AOL's or ebay's two years ago - at least they were on the positive side of the equation for many people! Loral has not signed any sat contracts? What about those G* birds? (gg) I might be concerned it someone else was signing a bunch of contracts, but that is not the case. At least Loral is launching birds this year. Provided they perform, they will be fresh in peoples minds when someone starts ordering birds again. I saw a editorial in SatNews, that the infrastructure build out will lag the recovery kindling by 15 - 20 months. So pick the day the 'recovery' starts and add two years. In that length of time, the sat business can wash out all the old press (7 minute investors?) and start anew as the wall street darling! Jeff Vayda

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