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Technology Stocks : Loral Space & Communications

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To: Valueman who wrote (2687)	4/22/1998 2:32:00 PM
From: Valueman	Read Replies (1) of 10852

APMT is one of a number of such GEO-based systems in the works. It is not new. There are many of these systems planned--even SatMex has or had a service called Movisat that provides rural telephony. Here are others: Africom--A Lockheed system being built ACeS ACTEL--using AMSC sat for African telecom ASC(Agrani)--pushed back to 2000 from 98 launch. Covers Asia, Middle East. India is initial market, and fixed trunking beetween major cities is an important part of the system. EAST--Matra Marconi's effort in Europe, Middle East, Africa--hope for 40 cents/minute Loral--SS/L has their sites on rural telephony as well, using SatMex, Orion, and Telstar sats, as part of the G* system Satphone--another middle east/Africa effort Thuraya--similar coverage to Agrani--May 2000 launch--50 cents/minute Global Village Telecom--A Gilat related effort that supplies VSATs for telephony, but is not a sat operator. From what I can tell, none of these is offering service at the pennies/minute rate that might be fatal to G. At the prices proposed, G is a better quality alternative. It appears that all this is happening because of the massive demand for telecom services and the lack of infrastructure. That is a positive.

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