SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wind River going up, up, up!
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Allen Benn who wrote (2260)10/19/1997 10:57:00 AM
From: Anthony Tran   of 10309
 
Hi Allen,

Welcome back!

Global Star and Iridium are building a satellite networks to provide worlwide cellular service which will begin to offer service in 1998. It is of little doubt that wireless telecommunications will be explosive for the years to come.

In one hand Globalstar is using CDMA technology and handsets supplied by Qualcomm (creator of cdmaone) and Orbitel (subsidiary of Ericsson) with Wind at heart and Loral Space Systems as a managing company. In other hand Iridium using TDMA technology is joining hand with Motorolla as a managing company.
Wind will be certainly playing a critical role in the Globalstar network for power management and circuitry availibility. How about Iridium? Is Wind playing any role in the Iridium-Motorolla combo?
Initial capacity is estimated to be something like 4 million subcribers and the price per minute call will be critical in this competive environment. So the success of either Globalstar and Iridium depend on TDMA and CDMA technologies and which embedded system they are using to manage the satellite power and circuitry availibility (satellite when orbits around the globe will be in the dark and sunlight zone and over populated and deserted area).

We all know that when Globalstar and Iridium satellite systems will be deploy in 1998, Wind will definitely be pushed to a new height. So when do you think that license fee from telecommunication will contribute in Wind earning?

Go where the Wind blows?

In other hand Qualcom, Motorolla, Loral Space, Globalatar, Iridium, et al present a very attractive investments for the years to come. Do you agree with this and how does it compare with pure Wind investment?

Anthony Tran
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News