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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (14146)	1/5/2000 1:13:00 AM
From: FLSTF97	Read Replies (1) of 54805

Stan about Globalstar I think you are correct on the degree of adoption... at that level. The adoption at the distribution level seems quite wide. From my vague remembrance of my discussion with my friend from Alcatel, Alcatel alone within its territory had signed on 120+ firms. These included major telcos and their competitors. He didn't seem concerned at all about the ability to field enough hand sets to satisfy the end user demand. FWIW he said their biggest problem was "crossover" which he explained as a situation where a "stronger" signal allows one distributor to service a user within the territory of second distributor. He specifically cited a case where an Italian firm relayed the call to a phone in France since the GSM signal from the Italian provider was stronger than that of the French provider although the user was within the "territory" of the French provider. Also I got the impression the ability to link over the cell net avoided the "poor reception" problems of other satellite based systems. I think they bear watching because the integration into/of the traditional cell net maybe the discontinuous element that enables go anywhere phones a reality. Fatboy

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