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

To: Volsi Mimir who wrote (1191)	3/9/1998 6:41:00 PM
From: dwight martin	Read Replies (2) \| Respond to of 2394

Well, I agree, there is no direct competition btw LOR's GSTRF and ORBI's ORBCOMM, unless and until G* finds itself with excess cacpacity sometime in the future. But, both LOR and ORBI build satellites, so there may be some competition there. But I think what happened today was that (1) almost all money that was on the fence between ORBI and LOR went to LOR on the news of the unexpected profits, and (2) some ORBI stockholders did take some profits after the (unwarrantedly?) brisk run-up (and they may have bought some LOR); ORBI's volume today was less than average. I continue to feel that a ñ3-point range centered on 40 will be ORBI's short term (60 days) future.

To: Volsi Mimir who wrote (1191)	3/9/1998 6:47:00 PM
From: Snake	Read Replies (1) \| Respond to of 2394

Loral and Orbi are not really competitors. Both are different companies with a somewhat different focus. Both should do well, and already have. One common theme is they are both involved in space, satellites, and communications. A portfolio diversified with companies in this field should do quite well and in a few years will see more consolidation than now. Other companies similarly poised to win in this sector are PanamSat (SPOT), Hughes Space and Comm. (GMH), Iridf, GSTRF, Alcatel (ALA, although they are huge, and space is just one portion), LMT, Teledistic (if it ever really happens, most feel it will be diferent than planned now to be economically feasible), and I am sure I missing a lot more. This sector will be red hot for the next few years and you will find that a lot of Orbi shareholder are also invested in some of these other companies.