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

To: Dragonfly who wrote (2621)	4/16/1998 11:17:00 PM
From: SirAlexx	Respond to of 10852

DragonFly, your last post raises a thought. I have been in ACTC and have been averaging down a long position since the mid 5's, (3- 5/8- 3-3/4 today), and they are heavily into this switching from analog to digital and wireless businesses. Your post seems to imply that this business has a skyrocketing potential in the coming years. My question is, just how far off is all this?

To: Dragonfly who wrote (2621)	4/17/1998 12:01:00 AM
From: Valueman	Read Replies (2) \| Respond to of 10852

I have read that 80% of Europe*Star will be DTH broadcasting--as a pipe, not as a content provider. I think this is where Mr. Schwartz would like to be. I cannot rule out any deal with the Primestar/MCI/TEMPO/Sky bunch either, but only as a sat provider. I am sure he sees what a sweet deal PanAmSat has with DirecTV--all those channels take up a lot of transponder space(I think it is approximately 8 digital channels per Ku-band transponder, 1 analogue per C-band). If local programming is allowed, that is one transponder per city covered, approximately. That will create even greater demand. Loral's one foray into Asian DTH is not doing so hot(L-Star), but that may change. The Modi/India deal is still on hold for political reasons. I have not heard anything on Mabuhay, which was designed to provide DTH to the Philipines. I would prefer that he lease transponders to StarTV and forget about the headaches of being a partner.