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


To: lostozzy who wrote (2516)4/7/1998 2:55:00 AM
From: zebraspot  Respond to of 10852
 
>>I find it interesting on the day that Cyber* is announced that the man many consider to be the Arabian "Warren
Buffett" is making an investment in Cyberstar.<<

Huh? You see his track record? More like the Arabian "Victor Neiderhoffer"



To: lostozzy who wrote (2516)4/7/1998 2:57:00 AM
From: Dragonfly  Read Replies (2) | Respond to of 10852
 
WELCOME, VSAT and TELEDESIC

Welcome aboard! You keep posting info like that and we'll keep overlooking the length of your posts! :) (were you apologizing because it was too short???)

Did Unterberg give a reason for the downgrade? VSAT is the more speculative of my positions. Seems like a good company and not too overpriced, but until they have a big (in my mind) customer for their DAMA product, its not clear whether their growth is going to continue.... though a high quality management team is very important to me and thats why I'm parking some of my money in their stock.

I just wish Teledesic would get their plans nailed down enough to start building and sell some of their shares in the market. To those who think Teledesic is going away because of the Boeing cutback, I would say don't take that too seriously. It means they are delayed. At the same time they are hiring a lot of engineers of all stripes (Teledesic is, I mean) on a contract basis. You can't swing a Nordstroms bag around here without running into a recruiter filling Teledesic positions, at least in the part of the job market I'm in. I take this to mean they are gearing up for serious application of their designs, and so they want a workforce they can let go in a couple years. Most of these positions seem to be in ground based technology and some in communications. I think Boeing will put its workforce back on the project when they have things nailed down enough to start building the space segment.

Did Cyberstar outline a more detailed roadmap at NAB?

Dragonfly



To: lostozzy who wrote (2516)4/7/1998 3:47:00 AM
From: dougjn  Read Replies (1) | Respond to of 10852
 
That prince made one legendary pick. Citicorp. Most of the rest have been garbage.

Citi may have been a close to home, experience sort of call. They have always been the class act in Int'l US banking, and Reed has been smart enough to decide to leverage the band name and minimize the big bets on 3rd world honesty. I.E., he has gone for upper middle class emerging third world credit card and banking business, and tended to take a pass on the fairly thin margin loans to the perhaps bogus infrastrucure deals of the third world politcal classes.

Doug