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

To: Dragonfly who wrote (2810)	4/29/1998 3:44:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 10852

My 2 cents on VSAT (also long on this one): It may be a defensive play businesswise (its defense business provides a strong support in any downdraft), but it is actually rather risky stockwise, because of the incredible volatility due to the small float. VSAT will probably not do much for 6 months, but I expect it will take off really big next year, when the rate of GEO deployment associated to data by satellite starts accelerating. Also, its PCMA (paired channel multiple access) technology will give VSAT a strong edge over the competition. Thus, I view VSAT as a forward looking investment, not one that will necessarily do well in the near term. I like to take my position early, when not too many people are looking over the horizon.