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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 60.05

+2.4%

10:18 AM EST

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To: Snow Shoe who wrote (9468)	1/12/2000 12:23:00 AM
From: John Stichnoth	Read Replies (2) of 29987

Mr. Rabbit :o) In The Innovator's Dilemma, Clayton Christensen points out that with discontinuous innovations, you never know where the new product may be accepted, to provide the necessary base from which improvements can be made. On this thread we've tended to consider G* as primarily a continuous innovation. Your post has me thinking that it is in fact more discontinuous. In some respects, G* is inferior to standard cellular. The phone is bigger than cellular. Its charge doesn't last as long, and its use is restricted in buildings and cars (absent still-to-be-released accessories). Oh, and it's more expensive. G* cannot compete with cellular. Fortunately, G* is not trying to compete with cellular. It has several attributes that are superior to cellular. The biggest of these is its ability to provide voice communication absent a local cell tower. We've already identified (Jon Koplik would say ad nauseum) lots of markets where we believe that attribute will be useful enough that necessary sales will occur. Your point brings up another possibility, which dovetails quite nicely with the prospectus quote posted earlier today. Bringing certain data services to G--AND NOT NECESSARILY THE SAME DATA SERVICES BEING BROUGHT TO CELLULAR--could be a major addition to the potential G market. Especially if distributed through an auto company, for instance. (btw, I very much doubt any GM/G* connection. OnStar is already up and GM has the Hughes relationship. But, given the success of OnStar, maybe Ford and DaimlerChrysler might be looking for a competitive offering!?) How's the wine? Best, John

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