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

To: Sawtooth who wrote (4129)	8/6/1998 11:01:00 AM
From: Thomas	Respond to of 10852

Geoff: I too think your list sounds good. One perhaps useful addition would be a summary sum of the parts valuation analysis, so we can keep track of the publicly traded valuation benchmarks against the sum of those pieces as valued together in LOR. In effect, BS is building a portfolio of sat svcs businesses that could almost be looked at as an industry mutual fund, or more specifically, a industry closed end fund. That way we (cognescenti) could track (roughly) the premium or discount to NAV that LOR commands, and maybe even make some free money along the way. OK, so creating a dynamic valuation model on the web might be a bite too big to chew, but I would settle for a quick and dirty chart of the pieces and their implied values at one point in time. Thanks again for all your work on the FAQ. Bear Stearns must have caught wind of the impending FAQ update ;-) Cheers, Thomas