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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Estephen who wrote (13079)12/21/1999 8:30:00 AM
From: Apollo  Read Replies (2) of 54805
 
Estephan:

We briefly discussed Globalstar over the summer, after Maurice Winn made the statement that we should buy it, or something like that. I was already following it, and replied then that there were unsettled questions about the operability of its handsets/connections within tall buildings, in storms, under trees, etc. Also, as Qcom owners, we already had something like a 7% investment in Globalstar. The other concern, as you must know, is the faster-than-anticipated build-out of land-based wireless systems, encroaching on potential Globalstar markets. That was my understanding when I stopped following it closely in the Fall.

Globalstar has gotten past the first hurdle with launch of its 48-52 satellites into low earth orbit. It remains a Gilder fave. But it looks to be in a "show me" situation, past the hype.

Are you prepared to make a cogent GG argument on its behalf? Things change. We're prepared to listen.

Apollo
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