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To: Jeff Vayda who wrote (7180)	9/3/1999 12:43:00 PM
From: Rocket Scientist	Read Replies (2) \| Respond to of 29987

You're right about the SPs, Jeff, but what really ticks me off right now about Loral/G* is that several key markets are served by entities financed and/or controlled by Loral, and there's no information about their rollout either. OK, ATSS is off to a slow start in the US; that's bad, but probably reasonable from their point of view. Ditto, Elsacom, etc. But why aren't there more signs of life in Brazil, Mexico and Russia? In those markets, Loral has no one (really) to blame but itself if things start slowly, and they sure seem to be. Who are the retailers going to be in Mexico and Brazil? Why hasn't the Russian website been updated since December '98? I hope attendees at next week's dog and pony show press for this kind of information.

To: Jeff Vayda who wrote (7180)	9/3/1999 12:52:00 PM
From: djane	Respond to of 29987

Good points by you both, especially the vulnerability to the SPs. But, as you know, the SPs have monetary incentives under their G* agreement to hit various deadlines. And, they can exploit a very strong competitive advantage and much higher margins than their competitors from being able to provide mobile cell/sat phone coverage almost anywhere (local/national now and global soon) to their customers frustrated with no cell coverage or gaps/deadzones. Remember that many portfolio managers/funds are prohibited from being shares in companies without revenues (Q499), and many more managers/funds need net cash flow positive (Q400?) before an investment. G* is a nice global diversification play without as much specific developing country risk.