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


To: Jeff Vayda who wrote (6043)5/6/1999 11:33:00 AM
From: RMiethe  Read Replies (1) | Respond to of 10852
 
Jeff--

Where is the cash machine you ask? Company doubled its EBITDA year over year, is on track to more than double its EBITDA year over year for 1999 over 1998, and you ask "where is the cash machine"?

Three years ago the company was making zero.

A corporation that doubles its EBITDA does not deserve a 10 multiple on that EBITDA, or 20, or 30, or 40. The share price of this company does not belong at $18, or $19.

My great fear is that this company is going to be bought out far below its real value-- and the buyer ain't going to be asking your question "Where is the cash machine".

Have a good day Jeff.



To: Jeff Vayda who wrote (6043)5/6/1999 11:43:00 AM
From: Valueman  Respond to of 10852
 
Jeff:

I'm here, patiently waiting. This is the place where our renowned deal-maker Chairman and CEO can really shine. LockMart announced their broadband AstroLink system this morning, which follows Hughes Spaceway announcement earlier. Can Schwartz swing a broadband deal that trumps both of these by including the world's media giants? Wouldn't that be something? The rumors are swirling, but unsubstantiated. What does a Loberty deal do for Loral? Look at Liberty's links and ponder away--News Corp., Time Warner, TV Guide, TSATA, @Home/RoadRunner, Ma Bell, Armstrong, Malone, Ka-Star, cable networks, etc. It sure sounds good--let's see if two of the world's most renowned deal makers do the deal.