Globalstar Telecommunications Limited GSAT Message Board

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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 61.03

-1.2%

Dec 31 3:59 PM EST

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To: Jack Hartmann who wrote (10754)	3/11/2000 12:48:00 PM
From: A.L. Reagan	Read Replies (1) of 29987

Kellenberg: I'll take a company that already has the satellites in place and the phones in the sales channel. I think you have an abundance of basic common sense. It is pretty clear that there is a market for this service as confirmed by others. The only threatened competitor for the next two years is history. The G* system from all accounts is a technological tour de force. The question remaining, to quote another poster, is whether G* and the SP's can figure out how to market their way out of a wet paper bag. The market cap per subscriber in the SSB report is misleading based on 500K subscribers. If that's all we get, G* is toast. The more reasonable expectation is 1.5MM+ by the end of 2001 (if these guys find the opening to the paper bag!). $4K per POP given the margin structure and switching barriers is pretty damn cheap IMO. Agree with SSB on comment re: LOR vs. GSTRF which is why I bought 2x the LOR vs. G* on Friday. If rounded math is reasonably correct and you buy SSB's and others numbers, $12 LOR - $9 other LOR = $3 GSTRF ./. 45% = $6.67 implied price of G* through LOR (unless I'm mixing apples and oranges on o/s shares).

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