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Technology Stocks : Loral Space & Communications

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To: Jeff Vayda who wrote (5401)	2/26/1999 2:18:00 PM
From: Valueman	Read Replies (1) of 10852

Jeff: Latest Via Satellite has an article on consolidation, peppered with big and little fish images! We were there first! Orion 2 is September, maybe October. No hurry. No business, and a spat with Eutelsat upcoming on the 12 degree slot. Win the Brazil slots auction and Orion 2 may have a new home without any fuss. New business too. I posted SatMex V info just as an update--the utilization rate is based on contracts that likely execute over time. No idea about current numbers. Big increase in utilization will come with specific contracts that are being negotiated as we speak. SPOT and Nahuelsat are after the same customers though. I think we see those transponders fill slowly as companies migrate over from Morelos 2. That lyngsat link I gave before has a list of Orion customers.

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