Globalstar Telecommunications Limited GSAT Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 56.80

+0.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Maurice Winn who wrote (7125)	9/2/1999 5:45:00 AM
From: tero kuittinen	Read Replies (3) of 29987

Can't resist. Put me down for 20, 15, 10, djane. Maurice, don't want to offend your religious convictions - but check out the action at Voicestream (VSTR), Omnipoint (OMPT) and their main take-over targets Aerial (AERL) and Powertel (PTEL). I tagged them last January at www.debry.com as key indicators of how international roaming and industry consolidation will proceed. OMPT's 300% surge this year seems to reflect the anticipation that there will be a nation-wide GSM player in USA integrated into global GSM coverage. Of course, the American GSM coverage is nowhere near as good as Sprint's or AT&T's. But the roaming issue may become important here, that's the relevance to GSTRF. I've heard that European operators plan to push the US-Europe roaming rates under one dollar - that may be why Sonera and Hutchison have recently invested in US GSM operators. They think that Asian and European visitors could become an important revenue stream for the US operators. It all depends on how hard the operators will start pushing the worldphones. I'd keep a close eye on Vodafone's European markets. Is Voda going to give the advertizing priority to their GSM-900/1900 phones? Or is it going to position Globalstar as the best way to roam in USA? Are the current GSM roaming rates going to be cut drastically to impress consumers? It's all up in the air, but the crucial Motorola worldphone is debuting right now. If it clicks, operators and other manufacturers may stampede into this direction. Iridium and ICO may not be the main competition to GSTRF, since they don't offer substantial price or performance benefits. It may all come down to competition between Globalstar and GSM 900/1900 roaming models. If that happens, the central issue will be this: is roaming more important for people living in areas with bad mobile coverage - or people living in areas with good mobile coverage and visiting other good-coverage areas? Is the money to be made in rural areas or in the New York - Beijing - Paris - Sydney axis? Tero

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next