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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (2598)	3/11/1998 10:21:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 9980

ref: LOR Stitch: Speaking of Loral, as you probably know this is a spin-off from one of them big defense companies,don't recall which one could be Lockheed or Martin Marietta.I think spin-off happened couple of years ago,but the stock has been trading between 15-20 range for a while since they were in the developmental stage. Very high P/E but don't let that scare you as revenue stream has only begun to start flowing. April is going to be interesting as they got a few more satellites planned for launch and in June 98 a couple of dozen satellites will be launched making the total satellites in orbit some 36. By june the stock should be around the 50s range assuming all the launches go smoothly and functions without problems. Then in early part of 1999 they will launch the rest of the satellites enabling them to provide all sorts of wireless communications around the world. I wouldn't surprised if the stock hits the $100 mark by second half of 1999. Look at Globestar they are already in the 70s and they have hardly any revenue yet.<gg> High risk biz but could be rewarding as well. I am thinking of taking a position. Let me know what you think of the company,will you?

To: Stitch who wrote (2598)	3/11/1998 11:42:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 9980

ref: SIDBY Stitch: As a SIDBY watcher what do you think about the sale of the Bank? Didn't you say something about this the other day,I thought you said getting rid off the bank and keeping the other biz would be prudent on SIDBY's part and obviously they have just done that. My question to you, is this a good time to pick up a few shares now? The ADR is trading for 220/256th here on the bulletin board, and what is the stock doing on KSE today?? Any input will be appreciated.

To: Stitch who wrote (2598)	3/11/1998 11:57:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 9980

ref: LOR stitch: Here is a bit more info in case you are interested. To: Mohan Marette (2186 ) From: Valueman Wednesday, Mar 11 1998 11:39AM EST Reply # of 2190 Correct once again. Earnings appear in 99/00. Loral's own projections from Nov. 97 conference(that would not include EuropeStar) show $.29 in 99, $1.51 in 2000, $2.64 in 2001, $4.45 in 2002. The assumptions behind these numbers are extremely conservative. They have already proven wrong(both Skynet and Orion are doing better than assumed). EuropeStar will be added in, as will the other acquisitions to come.