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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 182.19+3.5%Dec 10 3:59 PM EST

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To: RoseCampion who wrote (2071)10/8/1999 6:22:00 PM
From: Webster  Read Replies (1) of 13582
 
Rose, regarding major OmniTRACS competition - I would not consider Orbcomm a competitor to OmniTRACS. Orbcomm network is designed for very very low amounts of data, specifically exception data. The amounts of data that can economically handle is only a fraction of the average OmniTRACS user. Orbcomm is a potential alternative for tracking assets. One to three messages per day of 6 to 16 characters. That data model is considered high end user for the orbcomm network.

Orbcomm is not an alternative data network for messaging, data reporting, SCADA and other similar applications. There are extreme network characteristics and economics that will prevent Orbcomm from ever being competition to OmniTRACS. OmniTRACS is working with Orbcomm in hopes of having a trailer tracking alternative for their customers.

Orbcomm could be used in alarm, meter, tank level reading and other applications where one message per day or less is sent (6 to 16 chracters) over the network. In these applications Orbcomm may be an excellent network to be considered. They are still young and have many hurdles to overcome.
Thanks
Webster
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