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

To: dougjn who wrote (4122)	8/6/1998 12:10:00 AM
From: Geoff	Read Replies (6) \| Respond to of 10852

To ALL re: the LOR FAQ. This is kinda important for those that like it. I am planning to change the format of the FAQ because I really don't have the time or resources to basically be an editor for the vast amount of content that I put on the earlier versions of the FAQ -- like the one still active at this time. What I want to provide on the site is as follows: 1 - Link for quotes 2 - Link for news 3 - Link for charts 4 - Link for SEC filings 5 - Link to SI LOR thread 6 - Link to Yahoo! LOR message board 7 - Consensus earnings estimates and recommendations (like First Call) 8 - Links to research reports (if supplied to me via fax then I will post summaries or scanned versions) 9 - A company profile (compiled through a few posts and Marketguide) 10 - A satellite launch schedule (that I will do my best to keep up-to-date with a little help) 11 - A list of Web sites of Loral companies (like the Site currently has) 12 - Explanations of LOR's relationship to G, C, E*, CD radio, etc. (compiled through posts) 13 - Reference documents (like the "essays" Readware occasionally posts to the Fool) 14 - Earnings projections and price targets (compiled from posts -- but much more condensed than the Site currently has) 15 - Risks of investing in satellite firms (compiled from posts but much more condensed than the Site currently has) 16 - a set of posts every week that are chosen for quality of the content, regardless of whether the posts are bullish, bearish or neutral. Such posts will be featured. ------- Unfortunately many sections are being scaled back due to length and time to edit. I think the best thing is to focus on what we all find the most valuable. The above, I believe are all manageable, but topics like China, price movement, etc is better served through that set of weekly posts. Please let me know if you all agree or disagree with the 16 items that will be featured on the new FAQ. I think that trying to maintain the size of all the current sections is just too much. Some of them are over 20 pages long! Well, let me know what you all think, and I will get to work. Please try to respond asap. later, geoff

To: dougjn who wrote (4122)	8/6/1998 6:57:00 PM
From: JMD	Read Replies (1) \| Respond to of 10852

Doug, my phone line went kabloowie [technical term] so I've been literally off line for a while. Damndest thing, modems don't work unless they're connected to something! Go figure. Well I would have said buy but now it looks like I'm playing with 20 -20 hindsight. So I still say buy. Even if we got a point or so back on G* and LOR today, we've still been hammered. Which? I'd say LOR if you're going to use margin cause it wouldn't be so exposed as G* if the Zenit fries the dozen vis a vis elevating them. Having had the pleasure, a margin call is one of life's least favorite experiences. Relative valuations are hard to figure, but Surfer Mike's crystal ball says G's got more bang for the buck over a 2-3 year time frame; LOR if you go out 3-5. Your other picks look like a typical low beta dougjn portfolio to me :) You know I'm a QCOM whacko so I'll disqualify myself. Oh hell, no I won't: buy the Q. That's an order. Notice you've got psft listed twice so I figure you like it. Got a bud that works there and he says they're going hell bent for election. David Duffield is evidently just one great leader and has the troops in a frenzy at all times of the night and day. Heavy competition from Oracle and Larry says he's gonna whup David's hind end and just hired a few hundred card carrying ninja salespeople to do it. I still think psft has a good shot. Valuation seems rich but then I didn't buy YHOO either. I just established position in WCII @ 33 and change last week; will add @30 or a hair under. Like citrix alot. As to others, me not knowing :( Worried about head fakes here. See general market crappola through October so with the exceptions of those issues that have really been creamed already (lor and g definitely qualify) I ain't in a rush. Or so it seems to me. caveat: I bought LSI Logic in the 30's. One smart pup am I. best, mike doyle