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

To: Valueman who wrote (5668)	4/1/1999 12:37:00 AM
From: Bernard Levy	Read Replies (2) \| Respond to of 10852

Valueman and others: Trying to find a silver lining in the current debacle, what do you think I/G troubles are doing to ICOGF? Are the current problems severe enough to force the abandonment of some or all future satellite constellations? Such a market rationalization could be a major plus down the road. This is to be contrasted with the huge market caps awarded to WCOM/QWST/LVLT/GBLX and to a lesser extent WMB/IIXC. They only encourage more fiber buildouts. So, sooner or later there may well be a major valuation realignment between satellite and fiber companies. At least, I hope so. Best regards, Bernard Levy

To: Valueman who wrote (5668)	4/1/1999 8:29:00 AM
From: Sawtooth	Respond to of 10852

<<Remember during the darkest days of LOR/G* post Zenit, when the market was crumbling as well, we did some calculations involving the value of the assets of Loral once we took out the value of G? At that point, you could buy those assets below their conservatively estimated value. Well, there are more assets to count now, and the same calculations indicate that Loral ex-G is valued even lower right now. Something to ponder.>> Yes, I remember those days well and they don't seem that long ago. Everything at that point in time (market-wise) seemed to have the quality of being surreal. Thanks for the comments. I appreciate the information and conclusions you post, VMan. ...Tim