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

To: Fred Levine who wrote (1008)	2/28/1998 10:49:00 AM
From: SirAlexx	Read Replies (1) \| Respond to of 2394

Fred, I have had the same thoughts about the exuberance and the declarations of how rich everyone is going to be from ORBI; while I agree in the long term, the short term trend indicators are weakening. That coupled with excessive public bullishness could be setting the stage for a set back. The two caveats are the 1 Billion dollar deal, and the old saying that the trend is your friend. iqc.com

To: Fred Levine who wrote (1008)	2/28/1998 11:08:00 AM
From: Mohan Marette	Respond to of 2394

Fred: I don't think anybody here is against people posting relevant information whether it is good or bad. I can't speak for everyone but I am not particularly interested in 'hypes' or 'rumors' and I do have a problem with them as they have no obvious value to anyone let alone investors. As you know Orbi's share price didn't do much for the last couple of three years and has only begun its move recently as such any euphoria resulting from any good news should be expected and viewed as a natural reaction and nothing more.I wouldn't worry too much about it as any bad news will immediately put a stop to any unwanted and excess euphoria.So cut us some slack here ok. Speaking of excessive euphoria you should go visit DELL thread sometimes if you really want to see it.For example you see there several people pulling their kids' college funds from the mutual funds to invest in DELL,yes even at these levels and now that is euphoria.I sure hope they don't get burned bad.

To: Fred Levine who wrote (1008)	2/28/1998 11:15:00 AM
From: Angelo J Cici	Respond to of 2394

Fred, you just never seen a stock with $4.1 billion in backlog before have you? In 40 years of investing, I'll bet you have never seen this typeof situation. $4.1 billion backlog, $1.2 billion market cap, $38.125 stock price, new ideas and a pioneer in many market segments withOUT direct competition, and a GOVERNMENT BACKED company!! Even Microsoft, IBM, DELL, etc never had such backlogs! Without any new orders, the company can sustain on existing orders for 5 to 7 years at the current rate of sales... I would tend to agree with you with other stocks like AMAT because competition is so intense in the PC & semiconductor market! Asia was selling below cost to gain market share. Their greed took down their whole economy... Well, I like companies that have their biggest presence at home in the USA... 40 years or 5 years, with all due respect, a good thing like this shines like a diamond. These diamonds are VERY hard to find! At best AMAT was a quartz crystal compared to ORBI. ORBI just needs to be cleaned so others will notice the shine too...

To: Fred Levine who wrote (1008)	2/28/1998 1:23:00 PM
From: dwight martin	Read Replies (2) \| Respond to of 2394

Well now, Fred, it is not the bad new itself that is welcome to a (long) investor, but knowledge of it. Moreover, a billion dollar contract, even with contingencies, is big news for OSC, and I venture to say is good news. Yes, we have one primary and a few secondary energizer bunnies, one of whom has been making what are probably outlandish price predictions (altho I've got to say they are slightly less outlandish after Friday's good news, and as long as Friday's bad news turns out to be bogus). Will be glad to note down your price prediction for August 6th, 1998, if you care to play such a harmless game. Putting a number on one's thoughts does tend to let others understand them better.