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

To: Bernard Levy who wrote (3788)	6/15/1998 1:04:00 PM
From: Slick	Read Replies (2) \| Respond to of 10852

Well folks, as predicted by me, the Japan recession is dragging Asian markets and currencies down further into the deflationary vortex. US markets are reacting (big surprise). And LOR stock has dropped a bit. Believe me, the chilling effect has yet to show its full impact. G* just has too much Asian exposure worked into its business plan, and this was repeatedly vaunted as a positive during the past year. $1/min US might just translate into $30/min in countries that can least afford it. Something has to give here. The projections for G* subscribership and/or earnings projections need to be revised or run the risk of being viewed as rose-colored.

To: Bernard Levy who wrote (3788)	6/16/1998 9:28:00 AM
From: JMD	Read Replies (1) \| Respond to of 10852

********off topic********** Bernard, thanks very much for continuing to provide comments on the LMDS sector of the telecom industry. Been out of town for a while, so late getting back to you. I realize that this discussion will have to get transferred over to the Winstar or Teligent threads fairly soon, but would appreciate a few more posts. Red Herring did not leave me with the clear impression that Winstar was the "leader" v. Teligent, particularly given Teligent's CEO and amazing amount of capital on hand AND their corporate investor/partners. Winstar does indeed seem to be first to market and 'further along' with deployment but Teligent seems poised to come on very quickly. I have no position in either, just in the education process. Why does Winstar appear to you to be the lead horse? TIA, Mike Doyle