Globalstar Telecommunications Limited GSAT Message Board

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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 62.78

-1.1%

3:59 PM EST

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To: pcyhuang who wrote (10807)	3/14/2000 10:25:00 AM
From: Bill Fischofer	Read Replies (2) of 29987

Re: Voice vs. net connectivity In time yes but not right now. All the focus on mobile phones is really missing the whole point of the G* system: Mobile phones are just the gravy. The real meat of the market opportunity is fixed phones. Not sexy perhaps, but the only way that 80% of the globe's population will ever get basic telephone service within our lifetimes. G* is really a global telephony infrastructure play and its customers are the governments of the developing world who will deploy G* fixed phones by the countless millions over the next decade. The fact that it will take a few years for this angle to become obvious to Wall Street is the essence of the current opportunity. Listen to the conference calls. Every time BS speaks on the subject he always mentions that MOUs are "much higher than expected" for fixed phones. This is G*'s future. The patient investor will be amply rewarded. The hot money will look elsewhere for now.

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