Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dragonfly who wrote (2677)	4/21/1998 4:08:00 PM
From: Snake	Read Replies (3) \| Respond to of 10852

I agree and arguments about pricing are futile arguments, because all we have to go by are conflicting items in the press made at different times and by what guidance the companies have given at some point in time. The article mentioned Iridium charging the rates you stated, but it also stated G* was hoping to start service in late 1998 with half a constellation. That would be the 1st I have heard about G* starting service in 98 since they announced a 1st Quarter 99 start date. This would be big news, but i suspect the writer may have his facts incorrect, which makes it difficult to believe the Iridium piece in it too. The problem is, I think, that we know more about the companies than the people writing the articles do, and therefore, it is hard to believe anything anyone else writes without a lot of confirmation.

To: Dragonfly who wrote (2677)	4/22/1998 8:42:00 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 10852

When talking the "P" word it is all fine and dandy to talk about what the costs are and what the charges will be to make a profit. One factor I have not seen discussed here, Company Prestige. Why is it assumed that a profit needs to be made? Both I* and G* are very big investments, neither company can afford not to keep the system up and running, even at a loss, cause they have lots of other things on their plates which depend on the success of these constellations. (from a credibility/prestige point of view) As a thought exercise, which outfit do you think would be most likely to keep things up and running at a loss? (My pick I) Which company (stock) would suffer the most if either had to operate at a loss? (G, short term if I* losses money first, long term if G* can't produce) I am long on G* and dont think they will loose money given the market and the partnering arrangement. I* is a different matter and any bad news from I* is bad for G* until mid 99. Jeff Vayda