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

To: Dragonfly who wrote (2955)	5/15/1998 9:28:00 AM
From: Valueman	Respond to of 10852

No, I would not be willing to tell you the relative weighting of Loral vs. ViaSat in my portfolio. They are not comparable. One has a market cap approaching $9 billion, one approaching $140 million. A meaningful position in one is insignificant in the other. I will say that I do have significantly more Loral because of its liquidity. It is very difficult to establish any meaningful position in ViaSat without moving the price. It took months to get what I have now. Relative prospects? I hope they both do equally as well. ViaSat obviously has a smaller base to start off, so the potential multiples of the current price may be higher. On the other hand ,it is also in a smaller niche market which may limit growth eventually. This may not be the case for Loral.