Readware writes:
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Subject: Re: Skybridge entity
Date: Tue, Jul 14, 1998 10:32 EDT
From: Readware
Message-id: <1998071414325100.KAA22275@ladder03.news.aol.com>
Skybridge is the SATIVOD project of Alcatel, which was completely re-designed in 1996. You are correct in your comment that Alcatel was going to build a system on its own, then. However, a lot of improvements in Intersatellite Linking, frequency re-use, beam technologies (details of which are beyond the scope of a post, I would imagine), and so on made a GEO-LEO architecture (C*-Skybridge) far more efficient as a hypermedia broadband
on-demand system. Hence, Skybridge.
There is, one would imagine, time enough on awaiting Skybridge. The company will make its plans in detail known to Wall Street when it looks for equity capital sometime in the 2nd qtr 1999. Skybridge has been proceeding with gateway agreement in various countries, and continues to work on final designs of its Ku-band system.
There is a website for Skybridge, although I don't personally trust much of what I read in websites. I do not know what its url is, but I think it can be found on the Alcatel web site. While Skybridge has an office in Washington, D.C., I would not expect it to be active till next year on an investor relations standpoint. The office was opened last year when Skybridge started battling Teledesic on frequency rights, which battle Skybridge won.
Subject: Re: LOR price movement
Date: Tue, Jul 14, 1998 10:35 EDT
From: Readware
Message-id: <1998071414354300.KAA14572@ladder01.news.aol.com>
"Any large investor looking to buy new or add to a position in LOR or GSTRF, has to be questioning Schwartz' associations."
Like George Soros.
Subject: Re: Skybridge
Date: Wed, Jul 15, 1998 12:15 EDT
From: Readware
Message-id: <1998071516151600.MAA19926@ladder01.news.aol.com>
On these companies: always do your own extensive research. My comments represent only a point of ciew which the facts will test, disprove, or sharpen.
Subject: EchoStar question
Date: Wed, Jul 15, 1998 16:36 EDT
From: Readware
Message-id: <1998071520364700.QAA00607@ladder03.news.aol.com>
The Loral arrnagement for Echostar was to have Echo move its E*1 satcom in alignment with E*3 so as to provide local content to dish users in a number of the big cities. That started, as you said, 1 July, My guess is down the road you can expect Ka-band spotbeam sats to deliver local content, since spotbeams can focus very precisely. You use them to get more "cells" (so to speak)-- to divide up geographical areas as much as possible so as
to maximize power on the sat while at the same time having erroless signaling to earth. The more spot beams you have (as for example with phased-array antennas), the more services a satcom can provide to a given area without power issues being a factor. You can think of a phased-array antenna as being a very highly polished reflector that, through its solid state grid, beams as many signals to earth stations as possible. Phased-array antennas allow
you to focus these beams like a lens. I am using a general manner of speech in describing these antennas. Their geometries are very, very difficult to detail, but you get the point of why they are being used.
Subject: Iridium and G* "Break-even" numbers
Date: Thu, Jul 16, 1998 21:34 EDT
From: Readware
Message-id: <1998071701343400.VAA01258@ladder03.news.aol.com>
In response to the email: the break-even numbers I cited for Iridium versus G* at full operating capacity are those given at the CE Unterberg, Towbin 5-6 March 1998 Satellite Industry Conference in New York City at the Grand Hyatt Hotel by Iridium World CFO Leo Mondale (for the Iridium break-even number) and Globalstar CFO Nicholas Morren (for the Globalstar break-even number). The minutes of usage per year cited are those given by the
just named respective representatives of Iridium World and G*.
The numbers are not ours. I did not mean to give the impression that they were. Our break-even for Iridium is $1.53/minute [ vs. their stated $1.40 (we include cost of replacement sats to be launched within the next 5 years in the operating cost number)], and about $.064 for G* (which has no replacement costs). The G* CFO stated their break-even is just under $.07.minute
For the time being we will defer to the company's publicly stated numbers as to their break-even.
Subject: Re: Iridium and G* "Break-even" numbers
Date: Fri, Jul 17, 1998 08:55 EDT
From: Readware
Message-id: <1998071712550300.IAA10769@ladder01.news.aol.com>
In the Unterberg Grand Hyatt Brochure, Nicholas Morren is listed as the Globalstar CFO and Executive V-P.
Subject: Re: Iridium and G* "Break-even" numbers
Date: Fri, Jul 17, 1998 11:58 EDT
From: Readware
Message-id: <1998071715584500.LAA08547@ladder03.news.aol.com>
You are correct-- Mr. Morren is the Treasurer of Globalstar, not its CFO.
Subject: Re: ICO Global IPO
Date: Fri, Jul 17, 1998 12:07 EDT
From: Readware
Message-id: <1998071716071500.MAA28083@ladder01.news.aol.com>
ICO will be giving its IPO presentation In New York City's "New York Palace" @12:15 PM, 22 July. The broker is Donaldson Lufkin Jenrette.
I suppose the questions there will be on voice-quality, beam performance index, cost of call, break-even at full capacity, subscriber outlook, targeted market, hand-set costs, power issues, and the like. For purposes of having familiarity with the system one of our Princeton people will attend, but only to get acquainted with the system. The broadband market is where the focus has shifted now.
Subject: J Walter Thompson & Skybridge
Date: Fri, Jul 17, 1998 18:09 EDT
From: Readware
Message-id: <1998071722092900.SAA21250@ladder03.news.aol.com>
Skybridge LP announced today that the J Walter Thompson advertising group will be its advertising agency for all commercial and media presentations relating to the Alcatel-Loral Skybridge broadband system.
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