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: Jim Parkinson who wrote (5240)	1/30/1999 11:51:00 AM
From: Joe Brown	Read Replies (1) \| Respond to of 10852

What will probably occur is a massive consolidation, wherein AOL and others who hold dominant positions buy out the competition. That will occur only after the bubble bursts, and it's sell out to AOL or go bankrupt. The satcom industry is on the cusp this year, and everything will happen quickly when the momentum begins to build. It is easy to forget this is a business with revenue potential in excess of $30 billion annually, when delays or mishaps occur. Regarding G* testing, Bernie S. said in the conference call that the architectural design of G* allowed functional testing to occur with less than a full constellation, whereas I* needed all 66 birds operational to do the same. Thus, G* can presumably test the gateways, but Schwartz did say they needed more birds to test satellite handoffs. Perhaps I state this incorrectly, but that's what he said, I believe...

To: Jim Parkinson who wrote (5240)	1/30/1999 12:37:00 PM
From: Texas77	Respond to of 10852

OT - <<Those, however, that have solid earning power and fundamentals will sustain>> Jim I have been a LOR fan for years and LOR has been good to me - but for a company with earnings already that may be making a good strategical move to the NET - check out Ampex. Old, established high tech company - symbol AXC