*G&K nomination* Globalstar. [I haven't read the thread so maybe this has been done already].
Read some stuff here:
beta.siliconinvestor.com
It's George Gilder's comments. He's not a bad commentator, but prone to error [heh, heh]. For example, he says in there that in 6 months people will be able to call from any spot on the globe using a Globalstar phone. That is far from the truth. Well, it's sort of true in that about half the population of the world will be covered, but the coverage maps show it is very much regional coverage and will remain so for years.
Here is the gateway rollout timetable from Loral.
loral.com
But that's a small point. The big point is the technology trajectory to the future and Globalstar has got all angles covered. [Once the USA government stops messing things up].
The first few years will be a matter of battling through stone age LEO technology. But when constellations 2,3,4 and 5 are aloft, it will come into the big time. The very big time.
Globalstar is the only LEO with Qualcomm CDMA for voice.
Globalstar is one of few who have spectrum.
The lead times are enormous.
The technology risks are huge [but Globalstar got it right].
The capital needed is huge.
CDMA is swarming all over the planet.
All the technology pathways favour Globalstar.
There is no serious competition in the LEO voice sector.
The demand when WWeb Globalstar handsets/devices are small and cheap will be astronomical.
Globalstar might be bigger than Qualcomm, apart from little details like WK, Eudora with voice/encryption/EFTPOS/Images/etc, Condor, Cinecomm and stuff we don't know about yet.
But no buying Globalstar because I want to buy some at $15 and if you all get in before me, you'll push the price up. After I buy, I'll give you the okay to get some too.
Maurice
PS: Thanks for the friendly welcome folks, but you don't fool me. I know you are just trying to pretend that this thread is more civilized that the Q! threads. Go suck a lemon!
[Also UncleF, I notice that it isn't just brains that shrink with age. If only golf scores would shrink with age too. Anyone scored their age here? The other problem with age is that when you're young, you don't have money but need it, when old, you have it, assuming you invested in Q! etc, but your body can't do what is demanded of it.] |
