Sure, and specifically a variation or repetition of his possibly well known argument that the High orbit satellites with their inherent excessive delay will prove to be a problem instead of a "minor inconvenience" as High orbit operators often say. The speed of light limit is an important considerations across the board, from chips to communications, in Gilders world. GSTRF will offer services at what I think are reasonable prices, unlike it's bankrupt competitor, and without annoying delays. If I'm right, this should soon begin showing in the numbers, at which point...well, future potential is likely to find it's way into the stock as quickly as with so many other long bashed Gilder picks. I'd note that GSTRF ran up long before Gilder became a factor, then fell back at a time when they reported wanting to charge $5.00 a minute to start. This has changed to $1.00- $1.50 to start. It's gonna work, IMHO. Loral is going to have internet access in the sky, AND gstrf, AND it's launch services. Both companies should succeed and soar, IMHO. If so, it's a great time to buy LOR especially(blood in the streets), and GSTRF.
Dan B |
