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

To: Geoff who wrote (2201)	3/12/1998 1:48:00 PM
From: Valueman	Read Replies (3) \| Respond to of 10852

Here is my contribution to the category of pure speculation. I envision Loral acquiring L-Star and its 2 sats(16 Ku-band transponders each) and the 4 orbital slots. Along with this, they announce a deal with ViaSat to use several of the L-Star transponders to supply GEO based telephony to SE Asia, as a potential prelude to G* GEO sats filling in for the lack of capacity to provide fixed service in the mobile G* system. Problems with this scenario? One big one is the conflicts with service providers who are handling the G* mobile service. If they are not maxed out on capacity, they would complain that this GEO service is eating into their market--not a good way to start out. Price is an issue as well since this GEO service could conceivably be priced at pennies, or even a single penny per minute and be extremely profitable. I welcome any and all comments, especially if you are the head of Globalstar/Loral and would like to fill us in on the strategy!

To: Geoff who wrote (2201)	3/12/1998 2:07:00 PM
From: Mohan Marette	Respond to of 10852

I have no idea Geoff, probably the profit taking after the earnings release seems to be over and perhaps the stock is now under accumulation or something.