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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: leo_bloom who wrote (11582)4/7/2000 8:03:00 PM
From: Rocket Scientist  Read Replies (3) of 29987
 
<<Any thoughts on Kidd's research?>> Yeah, I have a few comments:

I think Kidd is like the proverbial blind man trying to
identify an elephant by touch. It makes a big difference
whether he's touching an ear, a leg or the tail.

I've read all his surveys, including the latest one, and
they're quite valuable; but their limited scope has to be
taken into account. For example in today's note, he has no
new report on some of the most important markets: Canada,
China and Brazil.

The ONLY market from which he was able to get Minute of Use
or quantitative sales data was Italy. Well, practically
everybody would agree that W. Europe in general and Italy
in particular are not big markets for G*. The reports from
the US distributors are somewhat mixed, but generally
upbeat, if not quantitative.

The inputs from Central America, Mexico, Australia and
Russia seemed encouraging, to me, though how much impact
these regions will have on Q1 financials is questionable.

FWIW I'll put my own estimates up against Mr. Kidd's:

WK RS
Subs at end of Q1: 3-5K 20K
MoU 788K 4500K
Airtime Revs 370K 1700K
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