Couple nice responses to short on yahoo thread
[Okay, who wrote it, c'mon on...]
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Services > GSTRF (Globalstar Telecommun.)
LAST VISIT TO THE TEENS!
by: MACROTIME
4490 of 4490
It is hard to believe that anyone, with even a minimal understanding of the
evolutionary process, really thinks that satellites are not going to produce the next
wave in telecommunications. The only reason G* needed its strategic cellular
partners was due to political and liscensing considerations - the backing could
have come from elsewhere. The cell companies know full well that a company
like G*, over a ten year period, could strike a knock-out blow. Imagine a phone
that works anywhere on the planet - no interruptions period. Terresterial cellular
networks cannot be expected to compete with that over the long run, so of
course they want to be partners, and the combination of Vodafone and Airtouch
is a powerful one.
As for Irridium, they were the pioneers, but their vision of satellite to satellite
communications was just a little ahead of its time, although that may very well be
the standard in twenty years. In the mean time, G*, using relatively cheap
satellites as a simple "bent-pipe" and a gateway as a way to recieve the signals,
can service very large areas with relatively few gateways. G*'s gateways are
accessible for repairs - Iridiums satellites are not.
The G* plan, with the CDMA technology is brillant, the execution to date has
been flawed but that has now been corrected and soon the stock price will
reflect the huge potential of this system. While voice telephony will be its main
business through mobile and fixed phones there will also be paging, facsimile,
messaging and other data services, remote monitering, position location and who
knows what else will evolve. The danger at the price the stock is currently trading
at is not owning it - the potential is amazing!
Posted: Feb 27 1999 11:28PM EST as a reply to: Msg 1 by YahooFinance
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Top > Business and
Finance > Stocks > Services > Communications
Services > GSTRF (Globalstar Telecommun.)
DoDoFeaster
by: bbigtim
4489 of 4490
You claim to have been shown detailed plans for a fiber-based alternative to
GSTRF. But since GSTRF is based on a "bent pipe" configuration, which uses
multiple ground-based gateways and can take advantage of fiber whenever and
wherever it is available, the key idea behind your concept that GSTRF is not
cost-effective is the buildout of cheap ground-based wireless in those areas
served by fiber. I don't agree with your premise that fiber will be built out
sufficiently to approach many of GSTRF's target markets during its anticipated
lifetime. But I would like to understand the technologies you believe will be used
to introduce cheap ground-based wireless where a fiber connection is available.
Can you elaborate on this. How can this work in thinly populated or mountainess
areas? Also, since many facilities as opposed to a few gateways will be required,
what will protect the fragile infrastructure from theft and vandalism? Electrical
fences? Armed guards? I greatly doubt you are right about GSTRF (IRIDF is
already moribund in my view), but since my positions in IIXC, WMB, and
GBLX are in the aggregate much larger than my positions in GSTRF and LOR I
am reasonably well hedged against your scenario anyway. That is, unless the
current bargain prices tempt me to expand my GSTRF position further.
Posted: Feb 27 1999 10:14PM EST as a reply to: Msg 4487 by launch_nerves |
