Mg*urice on G* (via QCOM thread)
Talk : Communications : Qualcomm - Coming Into Buy Range
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To: Rose_Campion (35536 )
From: Maurice Winn
Sunday, Jul 18 1999 6:52PM ET
Reply # of 35630
*Globalstar vs ICO* Rose, Iridium is useless to Globalstar [but if they go out of
business, Globalstar could sell the minutes instead].
I thought maybe ICO satellites could be converted to CDMA as used in Globalstar.
The same launch vehicles, photovoltaics, batteries, satellite structure and maybe some
other bits and pieces. Slip the launch dates by a few months to allow for rewiring the
satellites. Maybe the antennae would not be quite right due to different wavelengths
being looked for and sent, so they might need replacement too.
I suspect that would all be a bit in the too-hard basket, but it seems worth a try. Better
than having ICO launch another dead-duck constellation to follow Iridium. Unless
Globalstar provides full global coverage, it makes sense for a constellation like ICO to
go up, to provide service to otherwise out of contact locations as well as compete with
Globalstar elsewhere. ICO would have coverage as a built in competitive advantage.
Globalstar has to provide the coverage somehow or somebody else will.
Mqurice
PS: Fun that the market crash [to 8222], great Q! results, S&P500 inclusion are
supposed to come out on the same day. Oil remains really high with Saudi Arabia acting
as a monetary control system competing with Alan Green$pan. They both have VERY
deep pockets to produce as much of their respective currencies as they like. Saudi
Arabia's currency being oil rather than the intangible stuff. So Alan has a speed
advantage since he can print immediately, raise or lower interest rates instantly. He also
has a more powerful backing than Saudi Arabia which has sometimes unfriendly
neighbours such as Iraq, Iran, Russia.
Monday, Tuesday and Wednesday should be a kind of multifaceted triple-witching.
Should be fun. I'm hanging on to the sides already....
Also, now that Clinton has cancelled NZ lamb sales to USA, New Zealand is so
impoverished that the planned purchase of a bunch of second hand fighter aircraft will
have to be cancelled. Bill Clinton was happily pleased with the sale announced a couple
of months ago. The plane sale was actually worth a lot more than the lamb sales. Maybe
the USA sheep farmers will buy them from him. Hahaaaahahaah! These trade wars
should be almost as much fun as the rumble between Taiwan/China/USA. |
