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Technology Stocks : Loral Space & Communications

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To: JMD who wrote (2161)	3/10/1998 11:11:00 AM
From: Jim Parkinson	Read Replies (2) of 10852

Morgan Stanley just issued coverage on Iridium as nuetral - "we believe the stock is fully valued." The analyst's biggest hangup is demand! He doesn't believe that it is as high as others have indicated. He mentions G* as a substantial competitor and discounts the fact that I* will be to market first. Reading between the lines, I felt he liked G* much better. If this guy is right, which I don't think he is, the demand for sat phones has been overstated. How much homework has he really done? He is from Wall Street so go figure. My money is on Readware and others in the field or who make a living watching this industry. BTW Mr A., all my eggs on essentially on L* & G* to with just a dash of Qcomm and Orbi for good measure.

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