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Technology Stocks : Loral Space & Communications

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To: Valueman who wrote (5443)3/7/1999 3:02:00 PM
From: Drew Williams  Read Replies (2) of 10852
 
Probably this discussion belongs on the GSTRF thread rather than here, but I believe the GlobalStar partners will promote The GlobalStar Network connection because it is in THEIR best interests to do so. Saying The GlobalStar Network will be a shorthand way of saying "It will work anywhere, transparently, whether on cellular (whatever flavor) or satellite."

The other part of this is that there are a lot of cellular "providers" that do not have their own network, that resell access to other providers networks. Where are these guys going to end up? As resellers, they are not locked in, and we want their business, too.

My wife's company, for instance, bought cellular service through Frontier, which resells Bell Atlantic access at much lower rates than we could get directly from Bell Atlantic. Next week Frontier could decide that all future customers would get sold Comcast's local cellular. (Comcast and Bell Atlantic have compatible AMPS systems with incompatible digital systems (TDMA and CDMA, respectively).) I want both of them promoting GlobalStar services, regardless of what it is called.

In a related question, Sprint has recently announced they have contracted with Iridium. Is this exclusive? Does it mean Sprint will be denying their customers access to any other satellite system, specifically GlobalStar?
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