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Technology Stocks : Orbital science (ORB) -- Ignore unavailable to you. Want to Upgrade?

To: Fred Levine who wrote (820)	1/30/1998 6:57:00 PM
From: Angelo J Cici	Respond to of 2394

Yahoo is still cheap Mohan! Price of a stock means NOTHING!!! Stock prices mean nothing because they do not give you a concept of how big the pie is! You have to multiply the stock price by all the outstanding shares on the market and this gives you capitalization value (true stock price value). It seems that even Microsoft has always been a high priced stock, yet it managed to double almost every year! Yahoo has a LONG LONG way to go, and so does ORBI... Both are about the same price in company size and value!!!

To: Fred Levine who wrote (820)	2/1/1998
From: Angelo J Cici	Read Replies (1) \| Respond to of 2394

ORBI's decline Friday is common sense not technical! LOR did it!!! Loral space announced late this week that they got hit hard by the problems in Asia and major customers pulled out from their order backlog waiting list. As a result, major layoffs were announced and projects in Asia were terminated. Orbital Sciences does not have this problem at all!!! They have no Asia affiliation and are 100% homegrown! No orders were postponed, but on the contrary new order backlog was established during the quarter setting backlog to over $3 billion... This problem with Loral Space could have an enormous positive impact on Orbital. It is bad enough that LOR sells at a PE ratio that is astronomical (PE is well over 200), but LOR has an enormous debtload it can not seem to get rid of. If it was not for Qualcomm, Globalstar would probably never get launched for lack of financial backing. I feel the Asian crisis will postpone the launch of Globalstar and Orbital will be able to get a much greater headstart on winning more marketshare in the satellite communication service industry! Orbital is much more diversified than LOR and can handle competition, but can LOR handle ORBI? NO WAY!!! Once people realize this good news, ORBI will go back up this next week BIG TIME! Qualcomm licenses Mobile Communications which contracts Orbital Sciences. Qualcomm still makes money with the Orbital global network (ORBCOMM), even if Globalstar fails. Qualcomm is putting its money on both sides as it seems. By the way, Qualcomm fell Friday on LOR's announcement also. THE ULTIMATE WINNER IS ORBITAL SCIENCES BY A LONG SHOT!!!