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


To: Valueman who wrote (6070)5/7/1999 9:36:00 AM
From: Jeff Vayda  Read Replies (1) | Respond to of 10852
 
Vman: Bernie was not stopped from saying who was currently on the sat. He was stopped from talking about who is going to be on the sat. The deal in progress, the ink is not dry yet so he cant talk about it.

I thought he was more than open about things that were going on. No one comments on pending deals.

Shareholder revolt if they dont pull T7 from Atlas III? Dont think I would go that far. From the Orion III asset shift, it shows they are well ahead of the power curve in thinking about contingencies - that has increased my faith in the active management of Loral.

Now if I can only get a Tee shirt at the shareholder's meeting, I'll be happy.

Jeff Vayda



To: Valueman who wrote (6070)5/7/1999 10:12:00 AM
From: Rocket Scientist  Read Replies (1) | Respond to of 10852
 
<It's shareholder revolt time if they don't move T*7 off of Atlas III.>

I tend to favor staying the course w/ the Atlas:

1. BLS said that there'd be a three month delay to switch to Ariane. I strongly suspect that does not include export license delays which could add substantially more time.

2. In the end, the French are also capable of botching launches, so we could have a long delay, and then a failure anyway.

3. I expect Loral has largely paid for the A3, and it's not clear what escape clause it could exercise to walk away from it

Just how "new" is this A3 anyway?