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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT
GSAT 59.88+5.4%Nov 24 3:59 PM EST
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To: djane who wrote (3840)4/12/1999 1:08:00 PM
From: Rocket Scientist  Read Replies (2) of 29987
 
Djane, thanks once again for the informative posts; regarding a couple of points on your analysis, you wrote:

<3. Rural fixed telephony. No competition from fiber. 3/31/99 ING report said
service providers estimate 25% fixed phone booth ratio.>

I think the big competitor here for G* will not be fiber, but geo sats ; if the ground terminal is fixed, geos will be much cheaper for this kind of service and, almost by definition most rural telephony users won't care much about latency.

<7. G* as Y2K play. 3rd World telecoms/govts/corporations/elites will buy lots of
MSS handsets (G* 10X lower cost than I*) for Y2K insurance. My theory is that
they will come to depend on MSS due to higher reliability than existing landline and
cell coverage/gaps.>

I' don't think G* will benefit much from Y2K: it only expects to have 135K user terminals buit, and I suspect that's a best case scenario.

Regards,

RS
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