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

To: Dragonfly who wrote (2449)	4/2/1998 10:16:00 PM
From: JMD	Read Replies (1) \| Respond to of 10852

wow dude, I humbly pointed out that I* was only 2.5 bil more than G* and you promptly corrected me--it's 2.7. Suggest that this will not win you any points in debate class: the idea is to attack the other guy, not buttress him. guess you're right--I won't be able to deliver my steel to east jesus or the middle of some patch of ocean that gets crossed by four rowboats per decade and I'll have to concede that market to you. Knock yourself out: suggest $10 per minute. At 100 minutes per decade, you should have I*'s additional investment to cover that 'market' amortized about the same time we'll be worrying about Y3K problems. sorry, lost patience. Gave you every option to discuss this on friendly terms, and your response is to lecture me on the elements of rational discourse. I neither need nor desire the help. Quite satisfied with my reality grasp. As to Motorola dislike. Well, let's see. You have trumpeted their dominance of the pager market. True, but they are losing their butts on it. So they have absolutely captured a market that nobody in their (profit oriented) right mind would have anything to do with. They teamed with IBM to build the new chip for Apple that would drive Intel and Microsoft into the ground. Steve Jobs then told them to pound sand, and who the hell would want to have Apple as a chip customer even if he hadn't? Even MOT figured that out, took a, what, $500 million dollar write down to discontinue it? As if they had a choice. Then they sued Qualcomm for having pirated the Startac clamshell phone design. Only problem was that one of their own employees stole a Q phone and took it back to Illinois for reverse engineering WITH THE EXPLICIT KNOWLEDGE OF SENIOR MOT MANAGEMENT. Please note that these are available from public records. San Diego judge issued an "unclean hands" ruling against MOT which is as about as close to getting shot in a court of law as you can get. Won't bore you with the recent Lucent design wins over MOT, or PRIMCO's thrilled customer satisfaction with our friends, but it's a little unsettling, wouldn't you agree? MOT blew CDMA. End of report. Then these darlings told their employees to stop smoking, which is a very good thing we can all agree. But for those folks who wish to indulge, it was now necessary to scamper out to the parking lot to hit a Marlboro. The MOT citizen police pursued them and threatened termination if they didn't quit. Articles may be accessed in Forbes and Fortune for confirmation. I smoke cigars when playing golf and it's probably (certainly?) very stupid. But guess what--I don't need no stinking badges if you follow. I think MOT management consists of moraistic mid-Western fascists who have totally lost their grip on technology, and on late '90's life styles. They are heavy handed litigants, whose positions are being consistently reversed by the courts. For YOUR economic health, I suggest you heed Maurice's advice that whatever MOT's past technological glories were (and they WERE great), that that cigar has been smoked, i.,e., MOT is a Titanic. It is beyond obvious that you will agree with none of the above, and this is my last post to you. Sorry pal cause I'm really in to guys who disagree with me. The Qualcomm thread has a whole bunch of them, and their criticism has made me avoid losing big money. Despite the somewhat philosophical tenor of the foregoing, that's what I'm about. And you can't help. Adios. Mike Doyle

To: Dragonfly who wrote (2449)	4/2/1998 11:20:00 PM
From: Valueman	Read Replies (1) \| Respond to of 10852

Dragonfly: I believe---make that, I know I have had a logical counterpoint to every "problem" you have come up with. I still do not understand why you claim to own Loral while doing your best to knock G. I have more to add, by the way, about Iridium pricing. Many would believe that making the call out of a foreign land costs you only the Iridium wholesale charge until it reaches the gateway nearest the destination. This is false. For instance, Lehman has published an example of a call made out of Indonesia. An Iridium call made from within Indonesia is subject to a $1.55/minute tail charge added on top of the $2.50 wholesale--that is $4.05 before the call makes its first trip over an ISL. Then add the gateway operator charge in the destination country, plus service provider markup, and then the long distance charge to get it from the gateway to the final destination. These charges, in this example, add up to $5.08 per minute. The same G call was $3.65. These are RETAIL rates. As far as capacity goes, it is very limited in both systems. There are only a certain number of circuits available, as well as a finite amount of power. I do not understand your comment on unlimited capacity.

To: Dragonfly who wrote (2449)	4/3/1998 1:05:00 AM
From: Dragonfly	Respond to of 10852

Been reading the 10k summary and I think Loral may buy the DACOM G* shares. In 1997, they increased their stake in Globalstar and by the end of the year had %40.1 of the ordinary partnership interests. This means we can calculate their share of G* revenue approximately 42.9%, rather than %40.8% From the report: "At December 31, 1997, Loral had $226.5 million of cash and cash equivalents. Loral intends to utilize its existing capital base and access to the capital markets to construct and operate additional satellites, make additional investments in Globalstar and Globalstar service provider opportunities and invest in additional satellite communications service opportunities. "