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

To: Bernard Levy who wrote (2584)	4/13/1998 7:09:00 AM
From: Geoff	Read Replies (1) \| Respond to of 10852

Readware comments: ========== Subject: Re: C* Partners Date: Tue, Apr 7, 1998 00:28 EDT From: Readware Message-id: <1998040704281600.AAA15190@ladder03.news.aol.com> You also want to see some progress in the area of Telemedicine for C, or perhaps C and Orion combined. The Midjan Group has given presentations at the ITU for satellite use of delivery of high-tech medicinal know-how to rural areas. And involvement in such efforts does promote a satcom provider's reputation among the governments of countries lacking in such high-tech abilities. Commercial avenues otherwise narrow, as a result, can be widened to that satcom provider. Some studies have suggested this could be a $7 billion industry by 2001. Inmarsat and Hughes have been working on this area already (with Hughes especially devoting its efforts for military applications), and a telemedicine venture by Orion/C* would bring Loral into that growing use of satcom technology. Subject: Re: C* Partners Date: Tue, Apr 7, 1998 10:38 EDT From: Whodats Message-id: <1998040714383801.KAA27706@ladder01.news.aol.com> <<You also want to see some progress in the area of Telemedicine for C, or perhaps C and Orion combined. >> Readware: Being in medicine I can tell you that there is an as yet untapped resource here which I think yo have put your finger on. Telememdicine in the US today is really no more than a prestige item for those medical centers which still have money to burn and use it as (they hope) as a form of advertisement for the prowess of their medical center. Doubt very much if a sngle life has been saved by this medium. Reasons: emergencies happen too fast to allow access using still clunky equipment. Second: it is not as yet an "on-demand system". Third: basic medical care and procedures are being competantly provided in most hospitals in the US. Only the advanced and complex procedures have found a niche using telemedicine. But the international dimension is as yet unexplored and highly promising. There are countries where even basic care is either unknown or unmastered. There is a need not just for real-time consultation or demonstration but also for archiving of imaging studies (MRI scans, X-rays, Ultrasounds), archiving of past cases and even access to info regarding medications (uses, side-effects, availability). I've seen medicine in the third world and there is not a lack of intelligent-motivated individuals, just a lack of informational-infrastructure. This could be a show-piece for a Satcom company, one that might be a deal-maker that will accompany exclusive licenses for telecomm delivery. Whodats Subject: Re: ViaSat Date: Thu, Apr 9, 1998 20:04 EDT From: Readware Message-id: <1998041000042201.UAA13560@ladder03.news.aol.com> ViaSat's government contracts (for later commercial applications) are not an impediment to acquisition. Could the the question be whether its employees would want to be bought out. "Better the devil you know than the devil you don't" sometimes keeps employees opposed to buyout, no? What one wants to look for in ViaSat is how the Globalstar GEO telephony system will/will not interact with various ViaSat technologies. Perhaps one can expect G* to announce formally its GEO effort right after the third launch-- certainly by the 4th launch. Then the possibility of that interaction might become clearer. Subject: Re: Readware/Conf. Date: Thu, Apr 9, 1998 20:36 EDT From: Readware Message-id: <1998041000364100.UAA16395@ladder01.news.aol.com> Neither G* nor Iridium World (solar terminal) gave business forecasts on it. One gets the impression that the vagueness on it is competition related-- more to another system than each other's. Subject: Re: Telemedicine Date: Thu, Apr 9, 1998 20:49 EDT From: Readware Message-id: <1998041000494100.UAA18706@ladder01.news.aol.com> The telemedicine in mind is not for battlefield purposes. It has uses closer to home, and domestically. If I am not mistaken, the Loral chairman is a Trustee of New York University Medical Center. Subject: Re: Telemedicine Date: Sat, Apr 11, 1998 22:23 EDT From: Readware Message-id: <1998041202233501.WAA28198@ladder03.news.aol.com> Yes, they have. By 2001 telemedicine will be part of medical procedure in the US. Hughes is well on the way to making that happen sooner. Subject: Re: Value Line Update Date: Sat, Apr 11, 1998 22:41 EDT From: Readware Message-id: <1998041202411900.WAA28389@ladder01.news.aol.com> Interesting: our price since our July 1996 report has been $140/share by 2002. Readers of this post back then perhaps recall. And I can recall how agnostically that price was viewed by some on Wall Street. Time will tell, but I am surprized at the report's price objective now being so close to ours.