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Technology Stocks : Loral Space & Communications

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To: Bernard Levy who wrote (2217)3/12/1998 11:05:00 PM
From: Valueman  Read Replies (2) of 10852
 
I had the same question, and the same lack of patent expertise. The company believes they are adequately protected. If they did not hold a patent at all, I think they have a huge advantage in time-to-market. Their Starwire product will have PCMA technology in September or thereabouts. The competition, it is believed, would be a year behind in developing something similar. VSAT believes that they "blindsided" the competition here. Realize also that even without PCMA, their DAMA technology was top notch. For instance, they offered Pasifik Satelit Nusantara twice the capacity of the Titan Linkabit system that eventually won the contract(with Alcatel's help). Alas, they are engineers, not politicians. I do belive that PCMA is an extra thick layer of icing on the cake, so to speak. That would put them WAY out in front. Plus, there is always the small company/great technology buyout possibility.
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