Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dougjn who wrote (1999)	2/19/1998 3:10:00 PM
From: Valueman	Respond to of 10852

Loral presentation should be finishing up shortly: Press Advisory WHAT: Loral Space & Communications Press Briefing at Satellite '98 Conference & Exhibition in Washington , DC WHEN: 2:15 p.m.- 3: 15 p.m. Thursday, February 19, 1998 WHERE: The Wisconsin Room, Sheraton Washington Hotel 2660 Woodley Road, NW, Washington, DC USA Tel: 202-326-2000WHO: Bob Berry, President, Space Systems/LoralDoug Dwyre, President, Globalstar L.P. Ron Maehl, President, CyberStar L.P.Terry Hart, President, Loral Skynet Neil Bauer, President, OrionLauro Gonzalez, CEO, SatMex

To: dougjn who wrote (1999)	2/19/1998 3:30:00 PM
From: Geoff	Read Replies (4) \| Respond to of 10852

If my opinion on this diparity meant anything, which it doesn't so I'll let everyone know, I'd have to say that GSTRF is so hot because of several reasons... 1) It's float is tiny, 20 million shares or so. LOR has over 200 million. Demand for those 20 million is quite high due to expectations of very high subscription rates to the GSTRF service. 2) That GSTRF is not in the acquisition mode, nor does it look like it plans to at any time soon. LOR has made a lot of moves already, and will continue to do so, thus making its debt load a little heavier. There has been a lot of expenses that LOR has made, because it is so diversified, compared to GSTRF. LOR is on a spending spree, expanding to new orbital slots, markets, etc. 3) The shorts still have a heavy hand in LOR, while I would imagine that the short in GSTRF is a lot smaller now that it is at an all-time high, and seems to be moving higher. I would guess that the shorts are covering big-time. Meanwhile, in LOR, the shorts are not in any squeeze yet. ONSI is still not completed, and there has always been a sizable short % (currently 8.3 million shares or 4.1%) 4) LOR has, and always will be, a long-term value/growth play. We all think its undervalued at the moment, and we all expect phenomenal growth over the next 3-5 years and beyond. GSTRF is a much hotter play, that is, there was a lot more hype around GSTRF than around LOR, though LOR is beginning to get some hype, exactly what Mr. Schwartz hates. Those are just some ideas in my head to explain the disparity in movement. We shall see what happens in the future, either way, we'll all do fine.... ;) geoff

To: dougjn who wrote (1999)	2/19/1998 5:06:00 PM
From: Jim Parkinson	Read Replies (1) \| Respond to of 10852

I will throw my two bits worth here re: the disparity. I agree with Geoff and add that those of us in G* believe that it will be a $200+ stock when fully operational and subscribed, somewhere around 2002. If everything we believe about this comes to pass, then it will be. I don't think there will be anything in between. It is either going to work or it won't. If it does work, then those numbers will be achieved. Those who follow it can do the math rather easily and support that price. Now that the story is starting to unfold those who believe in the story are saying "I'll buy at these and higher prices to own a stock that will be worth 3 or 4 times as much in 4 or 5 years." Makes sense to me. Loral on the other hand has several things going for it which makes it less simple to value although Readware, Valueman, and others have plus we still have the Orion deal pending. Once that deal closes, up we go IMO.