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

To: brian h who wrote (4783)	10/30/1998 9:31:00 AM
From: Valueman	Read Replies (1) \| Respond to of 10852

Brian: I strongly disagree. I think they look excellent. Expectations were for a loss of $.20/share. When you take out the one time gain and one time charge, they beat that number. Business at Skynet looks strong, Orion fnally contributed to EBITDA, and SatMex has 85.3% EBITDA margins--impressive. Orion still sucks, but at least they are not quite the drag they were. That situation will improve in the short and long run. SS/L is obviously in need of new orders, but the contribution fronm this low margin business becomes an increasingly minor factor as the FSS segment comes online. They do say that there will substantially higher revenue in the fourth quarter. They will need it if they are to make $107 million in EBITDA from SS/L. Still plenty of cash for acquisitions. More comments to follow.