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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (13835)	1/2/2000 10:14:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

DownSouth: Globalstar has had my money for as long as the Q has. But the majority of my money on satellite communications is in Loral. That is because my focus is on data. And satellites have major potential in the efficient and effective communication of data (of many varieties - internet, intranet, news, TV, movies, etc. etc.) worldwide. Once upon a time, long long ago and long before the G&K thread existed and before the original book was written, there were people on the AOL/Fool threads who thought that the "triumverate" as the Q, G* and LOR were then called were worth holding for the long long run. Well, the G* and Loral investments have been for the very very long run indeed. They have just been dead money. They are examples of why it probably does make sense to wait for the bowling alley for applications and the tornado for enabling technology from a money management standpoint.. Neither IMO are gorillas or kings. Far from it. But the secondary question is, are they good investments now. The answer to that IMO is yes - but not for G&K reasons. As to why, that discussion belongs on the G* and Loral threads IMO. Cha2