Globalstar Telecommunications Limited GSAT Message Board

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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 60.86

+1.6%

3:59 PM EST

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To: Rocket Scientist who wrote (10012)	2/9/2000 7:07:00 PM
From: Rocket Scientist	Read Replies (2) of 29987

"ICO embraces McCaw's new Net strategy" Very interesting article from Communications Week International totaltele.com Says ICO is expected to shift emphasis toward data from voice and discusses other aspects of McCaw/ICO/Hughes negotiations. Article also has some bad news, and repeats some (IMO) baseles rumors: News: Quotes KPMG as saying total MSS market by 2005 is expected to be 1-2B$. (hmmmm, G* alone is supposed to be making around 4B$ by then) Rumors: Quotes the ubiquitous Roger Rusch "survey" indicating "only 2000-3000 G* phones had been sold by mid-January" (this would be pretty good, actually, imo, especially if his survey was limited to N.America, as I suspect) Makes the completely baseless statement that the company expected 50K per month subscriber rate, which apparently comes from dividing 600K end of year subscribers by 12. Considering the phased rollout of GWs, this is an absurd assumption. If we can sell 2-3K phones per GW per month, I'd think that was pretty damn good, and not inconsistent with 600K by end of year, if they'd get the GWs up on time (for a change)

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