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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT -- Ignore unavailable to you. Want to Upgrade?


To: Rocket Scientist who wrote (5899)7/21/1999 1:28:00 PM
From: Jeff Vayda  Read Replies (2) | Respond to of 29987
 
RS nice point on the added value aspect of the G* phone in true recreation vehicles. I would think the angle would be that the G* phone can be your secondary cell phone. The one you bother to lug around when you want to be sure you are able to get in touch with whom ever. This of course applies to the rich first worlders (USA, etc) more than it does to the third worlders who just want to be connected and dont want to wait for the local telcos to reach out and touch them with hardlines/cell coverage.

I have of late come to the conclusion that G* will be frozen out of India. This due to the politics involved with ICO. If VSLN could be given a real cheap equity stake in G*, that would stop ICO dead in its tracks for sure. Might be a small price to pay to get India online and ICO offline.

G* still has the potential to be very big, just wish the service providers had a bigger stake in the success.

Jeff Vayda



To: Rocket Scientist who wrote (5899)7/21/1999 1:31:00 PM
From: Serendipity  Respond to of 29987
 
I think the operative words are "some of the user terminals will be fixed, multi user "pay phone" installations". Usage will probably meet the 140 mins per month target here. However, the boundaries of terrestrial cellular keep expanding and the gaps keep getting smaller. This is the real risk for Globalstar. The vertical markets will be good customers but not others.

However, great the NA market is, there is a capacity constraint. You can't allocate capacity from Burundi to Canada.

For some reason though, I can't rid my mind of the list of about 10 impediments to G* and other MSS operators being successful.