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Technology Stocks : Loral Space & Communications

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To: Geoff who wrote (2001)	2/19/1998 5:36:00 PM
From: JMD	Read Replies (2) of 10852

doug, I'm like 1:5 G:LOR so you and I are playing this a bit differently and today your ratio looks pretty friggin good! I have to believe the shorts are getting it in the shorts on G and this is at least partly responsible for sharp run up. Plus evidently a hot presentation in D.C today had the analysts on their cell phones barking buy orders from the lobby--all in all a triple martini day for the guys who thought the Delta would go poofo on the launch pad. Anyway I'm happy as hell you're minting coin on the G* and I'm making a few sheckles myself so what the hey. My 'reasoning' was that by owning LOR and the Mighty Q, I had a pretty good ankle bite on G* and basically just tossed in a few more direct shares to add a little salsa to the guacamole'. I am still very happy with the decision however simply because G* is ONE constellation and the street is getting around to figuring out that the right constellation is worth a ton of dough. LOR as you already know is a shot at multiple constellations with new ones being added as fast as Bernie can wheel and deal [EuropeStar, gotta love that one]. So to get to the meat of the coconut, yeah I think LOR is significantly undervalued but it's a slower move: wall street doesn't have earnings visibility on Bernie's chess game which will play out over the next 3-5 years. G by contrast is almost ready to show them da money--heck they could start tossing a few coins in the cash drawer Q3/Q4 1999. So I think LOR is not yet perceived as the rocket ship behind all this stuff---but it will be, and then a price in the low to mid 20's is gonna become the topic for some tall tales as in 'do you remember when we cudda bot it there?' Regards, Mike Doyle

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