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Technology Stocks : Loral Space & Communications
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To: Rocket Scientist who wrote (5376)2/17/1999 3:21:00 PM
From: JRGRAMER  Read Replies (1) of 10852
 
Overview of BS's interview this morning on cnbc. Appeared to be little new, but BS came across as confident and assured.

Q How value LOR?
BS-- Most impt is top line revenue, esp in fixed sat services and EBITDA before our developing costs. LOR is in a building mode and we are continuing to invest in G and Cyberstar in the couple hundred million dollar range which we write off immediately. Therefore, watch EBITDA (before developing cost) which rose 75% last year, and we expect a big rise in the new fiscal year.

Q Re revenues, now sat manuf dominate, services a distant second
BS--All sat services are increasing very fast, the wind is at our back. LOR well positioned. We expect service area to be a multiple of earnings growth going forward.

Q An analyst report indicates $600 million more for G might not be enough
BS-- system costs $3B. We have all the money to have the system in a revenue position by end of Sept this yr. We need $500-600M more and will go into the market when the market is appropriate. No issue at all. We have strong partners. Have 12 sats now, expect 52 sats before year end. Well on the way to providing rev base for that exciting co.

Q--capacity excess in industry?
BS-- Not so in G -- protected mkt bec of freq spectrum and limitation to 3 or 4 co's worldwide. For fixed sat service, growth is not touched yet bec of internet, digital TV, other apps. Continues to be impt growth and we are one of 3 suppliers of that manuf ability.
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