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Technology Stocks : CDMA, Globalstar versus Iridium, Inmarsat, etc.

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To: blue_lotus who wrote (87)5/7/1997 4:58:00 PM
From: Maurice Winn   of 381
 
Neeraj, you can value GSTRF quite well. The number of subscribers, wholesale price, satellite life, cost of the system, competitors are quite well established. Globalstar improved its processing efficiency so they will be able to sustain more subscribers than a year ago [about double!]. Check out post number one for my valuation a year ago. I think it has improved since then as competitors look sick, CDMA has improved and all is on schedule.

Meanwhile, Globalstar LP has awarded a contract to Qualcomm for Gateway production.
techstocks.com

Maurice
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