CDMA, Globalstar versus Iridium, Inmarsat, etc. Message Board

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

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To: Maurice Winn who wrote (222)	8/19/1997 1:43:00 PM
From: Gus	of 381

This is a great board, folks. Thanks for the great, great info. I just started building a position in LOR and given that it is still in the process of deploying its birds, I was thinking of adding some more to my stake in Microdyne (MCDY) which is restructuring and in the process of selling a money-losing networking division leaving behind a small but growing outsourcing division and, what I think is a jewel in the rough, a $27-30 million (sales) telemetry/ground station division. MCDY claims to have 85% of the global market for telemetry receivers. I was wondering if you folks could add some context to this claim. My thinking is that as the satellite boys start putting together their constellations over the next few years, this part of MCDY's business is naturally going to take off because the build-rate for the ground stations will increase. I would also appreciate it if you folks could clue me as to the kind of competition that is developing for those ground station equipment. Thanks again, and by the way, I've been using this service to keep track of launches and other commercial space activities. Pardon me if somebody has already posted it here. newspace.com Gus

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