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Technology Stocks : Loral Space & Communications -- Ignore unavailable to you. Want to Upgrade?

To: Valueman who wrote (6291)	6/14/1999 10:33:00 AM
From: Jeff Vayda	Respond to of 10852

Vman: On the surface - from the preponderance of intra-company releases - Boeing has put its money where its mouth is. They have spent some serious cash getting the 'Space' capacity. They have made repeated references that they are convinced the future money is in the Space segments. Their Ellipso investment was early in the realignment effort. It is my hope they will not throw good money after bad and continue with it. Previously, I did not get the idea that they were too interested in future teaming arrangements. This from the poor state most of the current teaming arrangements, the tone of internal company releases, and the fact they bought some big horses to get established for the current race. Teams just did not seem to represent current corporate culture. This current NY Times piece might be the first signs that they are going to re-align current partnerships. I would think an arrangement with Loral would be a very large and easy step. Loral has the infrastructure, Boeing could steer a bunch of business onto the Global Alliance network. I dont look for Boeing to go near Astrolink. It is supported by Lockheed Martin, arch enemy in the defense business. The comment specifically referencing 'mobile phone network' is at the same time troublesome and reassuring. Good that they have come up with the demand being there, and bad that they think they can compete with Globalstar. This is some big news here. I am looking forward to future announcements. Things could work, but only on a buyer of services type deal, any closer arrangement would have corporate cultures clashing. Jeff Vayda