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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 56.80

+0.2%

Nov 21 9:30 AM EST

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To: Michael Allard who wrote (7041)	8/31/1999 9:49:00 AM
From: tero kuittinen	Read Replies (2) of 29987

A lot off topic. And the point would be what, Michael? Which of those statements predicts the "demise" of CDMA? You know exactly what the word means - and the substance of those comments doesn't have anything to do with predicting doom. The W-CDMA proposal made by Ericsson and Nokia was adopted by Europe. It was designed as GSM upgrade system and large chunks of it are based on GSM network structure. Qualcomm will probably never sell any meaningful quantities of W-CDMA equipment, the main development is being done by the Nordic, Japanese and Korean companies. If you think that licensing fees are going to be enough to cover Globalstar, pdQ and other flops; fine. Those fees won't turn Qcom into a player when it comes to actually shipping products that sell outside of USA. No sign of CDMA breaking through anywhere in Asia except Korea. Want me to quote what George & Gregg said about CDMA in China a year ago? The operators that introduced CDMA to Japan have suffered sharp market share losses in two consecutive months. But I guess that's official statistics, so it doesn't matter in the magical world of SI. If you want to construct my comments as "anti-CDMA", that's OK. But the anti-TDMA remarks at SI have been far wider off the mark. You are reduced to dismissing point blank the market research conducted by leading US companies when you claim that TDMA is not growing faster than CDMA. That's your prerogative. But investors who read Silicon Investor and only get the orthodox "CDMA über alles" party line are going to be making decisions based on a textbook case of cognitive dissonance. You can read 50 posts claiming that AT&T is about to ditch TDMA. You get very little discussion about the massive TDMA investment currently made by AT&T; the fact that AT&T just bought a big stake in a Canadian TDMA operator - and that AT&T has commissioned TDMA-GSM dualmode handsets that enable global roaming for AT&T customers. And the last sentence was finally on-topic. Next year AT&T is offering handsets that roam in Europe (GSM), Asia (GSM) and South America (TDMA). That's going to be a major headache for a satellite phone that does not offer a TDMA version. Check out the TDMA versus CDMA coverage map of South America - then add up the recent network deals. That Merryll Lynch report on network sales growth during the last 18 months included some very important information for any telecom investor, whether interested in satellite phones or terrestrial systems. Ignoring facts doesn't make them disappear. Tero

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