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: dougjn who wrote (2806)	4/29/1998 3:20:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 10852

Data is the future, no? See major breakthrough in wireless for data and for multimedia (huge "data" requirements]. This is the killer ap both in terrestrial and in space IMO. Long way to go but this should be a major advantage for CDMA technology IMO in terrestrial area and satellite. How Loral plays this is going to be a major focus for watching - again just IMO. The opportunities should be there. Not to knock voice, lot's of bucks there with the G* et al, but seems like a reason to be heavier on Loral than G* is the other Loral opportunities for data. Curious whether any of you hot shots agree. Comments? Chaz

To: dougjn who wrote (2806)	4/29/1998 7:44:00 PM
From: JMD	Read Replies (1) \| Respond to of 10852

Doug, VSAT's hot product goes by the trade name: StarWire. As to the acronym DAMA, maybe we could ask Valueman to spell it out as I frankly forget. But the meat of the coconut is that each transponder carries one hell of alot more phone calls, I mean like gazillions more. VSAT's web page is very good and you could doubtless get the DAMA question answered there but I frankly bit off more than I could chew on all their white papers--too techy for this non-techy. Agree with Bernard and Dragonfly: the bet is can VSAT transition from primarily a defense contractor to the private sector. If they can, and it's a big if of course, the technology is considered first rate stuff. The pleasant pipe dream is that G* is swamped by demand, the transponders are overloaded, and VSAT gets a zillion dollar contract from Bernard Schwartz to ride to the rescue. Kaching! Hey, what's wrong with a little fantasy? Regards, Mike