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

To: David Wiggins who wrote (7504)	9/22/1999 9:18:00 PM
From: Rocket Scientist	Read Replies (2) \| Respond to of 29987

Very exciting news. AirTouchSatServices has renamed itself GlobalstarUSA and created a corresponding web site: www.globalstarusa.com So I did a little "Friendly User Test" of the site and offer these comments. Hope someone at G* USA is reading! 1. Distributors. Of the listed distributors, only GMPCS has G* info. The O'Gara link takes you to a bunch of INMARSAT/Iridium stuff; the Wireless Store and AirStar sites are under construction and the Airtouch Cellular site has nothing concrete about G* service 2. The long-awaited coverage map has several surprises or errors: Coverage in Peru at service launch but not in Argentina. Partial coverage in Australia at service launch, not nationwide even by y/e 2000. Nationwide coverage also not available by y/e 2000 in Brazil, Russia and China. And no N. Atlantic coverage by y/e 2000. And it's certainly not clear which countries are anticipated to be actually licensed as opposed to happening to be within 1500miles of a GW. 3. Products. There's some info about the QComm fixed and mobile user terminals, but nothing concrete about the "car kit". IMO, few N. American users will buy a mobile handset w/o car kit. The FAQ provides detailed rollout plan, which is a step forward, but the impatient among us will not be pleased by it: Globalstar plans a phased rollout to meet customer requirements beginning in late 4Q. (!) Phase 1 - Friendly user trials; collecting customer feedback on network performance at no cost to the customer Phase 2 - Soft Launch; limited commercial launch to key customers that have requested to be early users of the system Phase 3 - Commercial Launch; aggressively marketing products to targeted customer segments Well, any news is better than no news...

To: David Wiggins who wrote (7504)	9/22/1999 9:31:00 PM
From: Sawtooth	Respond to of 29987

<<Vodafone AirTouch Satellite Services Changes Name to Globalstar USA>> Great news, David; thanks. Noticed in the most recent Kipplinger's Report a bullet about watching for worldwide sat phone service in October or November from GlobalStar. Tone indicated that G* is the sat phone service that will play. ...Tim

To: David Wiggins who wrote (7504)	9/23/1999 1:48:00 PM
From: Rocket Scientist	Read Replies (1) \| Respond to of 29987

''According to Paul Kagan and Associates, only 29 percent of the United States has access to wireless services,' said Kerr. Even a G* bull like me has trouble defending this figure. I checked out a few of Kagan's many web offerings. His company provides seminars, newsletters and "databooks" for entertainment, cable and wireless industries among others. For 795$ you can buy UPDATED & EXPANDED 8TH EDITION NOW AVAILABLE! Market Ownership and Demographic Data for 734 Cellular Markets in the U.S. and Territories kagan.com One would like to think those in a position to pay his rates feel they get what they pay for. However, according to Cellular Telecommunications Industry Association statistics as of 12/98, the US industry had 66K "Cell sites" (and a cum. cap. investment of over 60B$(!)) If each cell site covered a five mile radius with no overlap they would cover 150% of the total lower 48 states area. Of course, there's a LOT of overlap, and we know that plenty of areas don't have coverage, but 70% of the US? (especially excluding Alaska, which G* also doesn't cover) Any telecom wonks care to comment?

To: David Wiggins who wrote (7504)	9/23/1999 1:55:00 PM
From: djane	Read Replies (3) \| Respond to of 29987

Just shorted 5000 shares at $26.25 for 1 week until 9/30/99 while keeping my long position. Main reasons. 1. Portfolio managers who may want to add G* shares will wait until the new Q499, mid-10/99 service start and Telecom '99 press releases pumping G. 2. G stock price has declined in the face of good news, i.e., VOD/Bell Atlantic partnership, early 9/99 analyst conference, successful launch, analyst buy/reit buy recs. Brokerages and analysts have already moved clients into G* for the time being. 3. Slower initial roll-out than anticipated. Again, portfolio managers will delay their G* purchases. 4. G* has used up its press releases until the 10/10/99 Telecom '99 conference. 5. Potential news on Iridium and ICO restructuring plans may impact G* stock price. 6. General market uncertainty, early warnings season in late 9/99 and fears of 10/5 FOMC rate hike. Comments on any of the above items appreciated. I'll continue to post ALL news relevant to G* as usual, djane