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Technology Stocks : Loral Space & Communications

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To: dougjn who wrote (3769)	6/14/1998 7:09:00 PM
From: Bernard Levy	Read Replies (2) of 10852

* off topic ** Hi Doug: Regarding LMDS, I think that Winstar is the clear leader. However, it is not clear that it will be able to take control of the whole market (business for big cities, smaller cities, Europe, and broadband wireless for residential users) without having other players controlling pockets of this market. Winstar is the clear leader for business users in big cities. Teligent still has an opening for smaller markets, Europe is up for grabs (ARTT has lots of licenses but no cash to exploit them, so that WCII is likely to take over ARTT). WNP may target residential users, but this will be a tough market to crack. On the whole, the best and safest bet is Winstar, but is is useful to be aware of the other players. Best regards, Bernard Levy

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