Globalstar Telecommunications Limited GSAT Message Board

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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 50.53

+4.7%

Nov 7 9:30 AM EST

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To: tero kuittinen who wrote (12219)	5/6/2000 4:43:00 PM
From: rf_hombre	Read Replies (1) of 29986

Tero, please allow me to interject ®Iridium had 14 000 subscribers after its first quarter. Analysts seem to expect that Globalstar finished its first quarter with 3 000 - 4 000 subcribers at most¯ Iridium had by design a global footprint from day 1. G* relies on local PSTN connections more fundamentally so I donït think the comparison is a fair one. The importance here is not the number of subs but rather the d/dt or take up rate. I would be extatic with 4000 subs and a take up rate of 10k per week! or even better an increasing take up rate. ®I guess we all agree that 1.5 million subs by the end of 2001 is the bare minimum Globalstar needs to succeed.¯ I hereby affirm that USA/Canada/Brazil/Australia will have more than 1.5 million subs on their Home Location Registers, by Dec 31 2001. ®Globalstar needs global success to survive - not success in "selected" countries.¯ I donït understand why? G* is Gateway blind but minutes sensitive. I can assure you that if 90 % of 4 M subs are distributed accross 4 SPïs with the remaining 400k across the other 16 SPïs, G* and its shareholders would be doing quite well. Service Provider Diversity works. ®Both Vodafone and Qualcomm are currently facing share price trouble. The last thing these companies need is to muddy their earnings outlook by shackling the companies to Globalstar.¯ Practically anyone with a pulse has been facing share price trouble. Thatïs just the current conjecture but basing a companyïs future as QCOM would in this case, on some temporary dip in the market would be a bit silly. I donït think Dr. J is that shortsighted. There is far more at stake than 1 Q of unsatifactory earnings. ®The very instant Iridium turned into an earnings outlook problem, Motorola knifed the baby. It did not wait around to see how Wall Street would handle a permanent drag on future earnings; it just pulled the plug¯ Iridiumïs problem was not so much Wall Street as was the realization by MOT that IRID business model was rendered obsolete by wide acceptance of cellular and the ensuing reduction in phone price and airtime. QCOM backs G* because it sees the latter as a cash cow, albeit sometime in the future.G* CDMA is also an enabler for QCOMïs foray into 3G.

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