Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Valueman who wrote (4830)	11/5/1998 1:01:00 PM
From: Nancy Haft	Respond to of 10852

Jeff, Valueman, MCI/Worldcom? BT? Or how about a media company like Time Warner? They certainly would have a strong interest in selected assets.

To: Valueman who wrote (4830)	11/5/1998 1:46:00 PM
From: Steven Rachbach	Respond to of 10852

WORLDCOM is another possibility. If a company were to acquire Loral, (an independent Loral is my first choice) I prefer WCOM because: 1. When I call the CEO for our weekly chat, I could still say, "Hi, Bernie, how's everything?" 2. It will be easier to track my portfolio. WCOM has already taken over half of my companies, why not all of them? 3. WORLDcom...GLOBALstar--it's a natural! 4. Michael Jordan would be the company spokesman

To: Valueman who wrote (4830)	11/5/1998 2:57:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 10852

Hi Valueman: Playing the merger guessing game, I think that a takeover of LOR by ALA is by far the most likely possibility, given their existing multiple partnerships (Skybridge/Cyberstar, Globalstar ...) AT&T is only mentioned because of the previous job experience of Michael Armstrong. However AT&T has way too much on its plate to be able to make this kind of acquisition work. From a LOR shareholder point of view, ALA might be more prone to overpay than would T, and I suspect that looking forward, ALA's stock is more undervalued than T's, so that in a stock deal, holding ALA would be a reasonably attractive option. Best regards, Bernard Levy