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

To: Thomas who wrote (4276)	8/16/1998 10:41:00 AM
From: Valueman	Respond to of 10852

Thomas: I need to change some numbers already due to the aforementioned launch date slips. For really accurate numbers, Loral has to be a bit more up front with information, which they are not at this time. The 10-Q might give us a better idea. Doing any arb, other than eliminating G* risk, would be tough. Using peers like PanAmSat or Hughes would be inappropriate. Witness the loss of Galaxy IV, and the problems with G7, and DBS-1. Company specific problems like this, which are unique to being a sat owner, would ruin your arb.

To: Thomas who wrote (4276)	8/17/1998 8:09:00 AM
From: Geoff	Read Replies (1) \| Respond to of 10852

Thomas, Geoff, any chance of including a time seres of this sum of the pieces analysis in the FAQ?? That would be killer. BTW, why would you not include the CD Radio stake valuation? It is publicly traded, so easy to value, so too with (I forget which) Cyberstar or SkyBridge, once they do their IPO. I think it is a fair analogy to look at LOR as a sector specific closed end fund; closed end funds trade at discounts and premiums of up to 20% to NAV. Hmm. Okay. I'd be willing to include a time series if someone else can do it. I am not all that familiar with the concept you are talking about, but if you explain it, I'd give it a whirl. Valuation models have never been my strong point. later, geoff