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


To: Bernard Levy who wrote (3765)6/13/1998 5:33:00 PM
From: dougjn  Respond to of 10852
 
Re: the Barrons article. Firstly, I think it will be on balance positive. Certainly it says nothing that those of us who have been following closely do not know. But I think it will make a wide investing public much more interested in and aware of the field.

I think my conclusion if I read the article and knew nothing else would be that Gstrf and Lor are the best bets in the satellite field, and have potentially huge upsides. -- but that perhaps one should hold off until after the first Zenit launch.

And perhaps that is what I would do, had I not gotten into Gstrf almost 50% lower. (Of course Loral itself is holding off as well, waiting for two successful launches on Zenit before hand.)

Gstrf faces some launch risk. I* faces significant competitive pricing risk.

Doug



To: Bernard Levy who wrote (3765)6/13/1998 6:19:00 PM
From: dougjn  Read Replies (2) | Respond to of 10852
 
Re: Lmds. I'm a little puzzled. For me the only reason to invest in more than one company in a narrowly defined industry is if it is impossible to tell which is dominant, or in the best position to succeed.

Sounds like Winstar is the clear leader, no?

Doug