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

To: Reagan DuBose who wrote (1580)	12/11/1997 12:45:00 AM
From: Snake	Read Replies (1) \| Respond to of 10852

Block trade and Readware comments. If you subscribe to the interactive WS Journal, the news on LOR will tell you a 2.4 million share trade was made at 22 1/4. On the AOL Fool board, Readware seemed to think that it was one of the European satellite company shareholders who were required to divest its LOR holdings due to being acquired. Readware also indicated that LOR was had some recommendations today. Ah, hell, I guess it is easier to posts his posts: Subject: Brokerage recommendations Date: Wed, Dec 10, 1997 21:57 EST From: Readware Message-id: <19971211025701.VAA15242@ladder02.news.aol.com> I am told that Oppenheimer broker Marc Crossman recommended G* today with a $72 1998 year-end price target. There is a Marc Crossman that writes occasional satellite articles in ViaSat-- he must be the same person. Also, Stein Rowe Partners recommended Loral today "as the stock for 1998", as did American Express Investment Management. I am told the recommendations came today on the CNBC televsion business show. I am also told that on Bloomberg television Axiom Brokers recommended Loral today as a the telcommunications stock for 1998. These are the same brokers that recommended the stock this past summer. Readers of the posts here might want to check this information out. As for the DAMA email and ViaSat-- DAMA means Demand Assigned Multiple Access. Think of it as a celestial router system that efficiently and economically directs transponders to the correct ground-based VSAT channels every time, and only when needed. That increases efficiency of the VSAT network, and saves the satellite provider money. A satcom internet provider-- like C*, or Astrolink-- will need such an "aerial router" at some point in time-- when the traffic starts picking up, which should be in 1999. The demand for VSAT internet off satcoms is extraordinarily strong in many areas of the world. Deregulation of VSATs will hasten interet access for these areas. In this regard Gilat is an important VSAT company, along with GE Spacenet. The genius of DAMA is that it sorts out all network channels everytime correctly, and that is critical for a satcom internet/data/videoconferencing provider. Now, Scientific Atlanta has a DAMA system, called SkyLink. However, ViaSat has a DAMA VSAT system called Skywire, which is state of the art. It originated from its UHF DAMA for the military, and is a perfect candidate for use by a satcom internet provider in areas without access to fiber or copper. It is superior to microwave, and much more economical to maintain. That does not mean that Skywire (soon to be Skywire Calypso) will be used by a satcom provider. It is just a technology that I like in ViaSat, and which, in my opinion, has a lot of merit. As for the stock price of ViaSat I have no educated opinion-- I do think, though, to answer the further email questions, that it is going to be a fast growth company as it develops and enhances Skywire even more. Subject: Loral Block Trade Date: Wed, Dec 10, 1997 23:52 EST From: Readware Message-id: <19971211045001.XAA01489@ladder01.news.aol.com> Today's 2.46 million share of LOR "crossed" by Lehman brokers today is the sale, I am fairly certain, of a Euopean company that had to sell its Loral stock because of its being acquired by another European satellite manufacturer. The stock came for sale shortly after the SatMex acqusition, and I am fairly certain that todays' sale is the sale of that stock. I would be very surprized if I was wrong. I would not read too much into the sale.