Pioneer report on Satellite industry growth.
Thought I would pass this along. Mobile voice & data are projected
to grow at more than 100% compound annual growth over the next 5
years. I have no knowledge of Pioneer except for this press release,
but does anyone know whether these numbers are similar to
Readware's? I don't have AOL access. . .
P.S. Any thoughts on whether the asian contagion will hold back a
post-launch pop for LOR? I would think that a lower level of
prevailing interest rates would positively affect the DCF valuation
of LOR.
I am an ONSI owner and am considering using an option strategy to
protect my LOR share allocation (i.e. since the ONSI deal is slotted
to close post launch, I am likely to have a worse conversion ratio--
fewer LOR shares-- if the market considers the launch a big
success). Any thoughts?
Cheers,
Tom
Pioneer Consulting Predicts Long-Term Growth in the Commercial
Satellite Communications Market
January 8, 1998
CAMBRIDGE, Mass., Jan. 7 /PRNewswire/ via Individual Inc. -- The
commercial satellite communications industry will profit from growth
rates exceeding 20% per year over the next decade, according to an
article in the January 1998 issue of The Pioneer Report, a monthly
newsletter published by Pioneer Consulting of Cambridge,
Massachusetts. The global commercial space industry in total, which
includes satellite communications services, ground equipment,
satellite manufacturing, launch services and satellite remote
sensing, represented a $18.9 billion market in 1997. These services
are growing at an annual rate of 20% per year, driven largely by the
growth of mobile voice and data services and the direct broadcast
market.
"With the continued growth of the DBS/DTH market, combined with new
revenues from mobile voice and data and fixed data services, the
global commercial satellite market should sustain strong growth over
the next decade, averaging 20% per annum." said Scott Clavenna,
Senior Editor. By 2007, Pioneer Consulting predicts the global
satellites communications services market will exceed $131 billion,
with fixed data representing a strong 18% of that market, and DBS/DTH
and mobile voice and data representing 35% and 40%, respectively.
This sustained growth is possible to forecast because of the well
established trend toward "consumerization" of satellite services
underway from 1995-1997. The dramatic success of DBS/DTH has made
satellites an attractive option in the consumer market, particularly
because satellite operators were able to deliver digital video well
before cable operators made good on their promises. This points to
the potential broad successes the satellite industry can achieve by
introducing novel telecommunications services on a global scale.
Global Commercial Satellite Services Industry 1995-2007 ($Billions)
Mobile
Video Fixed Fixed Voice
DTH/DBS Broadcast Data Voice & Data Total
1997 10.6 3.4 2.0 1.3 1.6 18.9
1999 14.5 3.9 3.3 1.5 4.0 27.2
2001 19.8 4.4 5.2 1.6 10.6 41.7
2003 27.2 5.1 8.5 1.8 19.7 62.2
2005 6.1 5.8 14.0 2.0 30.5 88.5
2007 45.9 6.6 23.1 2.2 53.4 131.3
The Pioneer Report is a monthly newsletter published by Pioneer
Consulting, a Cambridge, Massachusetts, firm specializing in market
analysis of high-speed telecommunications networks and international
telecommunications. For further information contact Pioneer
Consulting, 545 Concord Ave., Suite 16, Cambridge, MA 02138-1105
Tel: 617-441-3900 Fax: 617-441-3061, e-mail:
info@pioneerconsulting.com, web: pioneerconsulting.com
SOURCE Pioneer Consulting
/CONTACT: Ken Marini of Pioneer Consulting, 617-441-3900/
[Copyright 1998, PR Newswire]
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