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

To: John Stichnoth who wrote (6978)	11/11/1999 3:31:00 PM
From: Rocket Scientist	Read Replies (1) \| Respond to of 10852

John, I don't agree that "C* is apparently a bunch of sats sitting up there empty." C*, is a brand name and (I believe) holder of some orbital slots/FCC licenses, and software. So far, it uses orbital assets belonging to Orion/Telstar. and I don't know why you say "A lot of capacity in the other sats has been sold at less than full price." Do you assume that because the EBITDA margins lately are less than consensus? Because, I tend to believe BLS's explanation that the margin contraction is due to costs incurred ahead of sales on the new satellites deployed these last three months. Did you notice the bookings in the FSS sector last Q? 395M$ vs 87M$ in sales! Absent information that those bookings are at some fire sale rates, or very long term leases, I assume that means we can look forward to some very impressive near term growth in Revs and margins.