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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (7709)	10/15/1999 10:29:00 PM
From: Gary Spiers	Respond to of 60323

John, OT re GSTRF I agree that they are more likely to succeed than some of their competitors but I remain sceptical until proven otherwise. Incidentally I work in the aerospace industry - a few years ago we were actually looking at the bus used by Iridium for other purposes and I saw a prototype. I took a quick look at the projected numbers for GSTRF and can match the ~$500M revenue prediction in the first year if you assume a linear ramp up of subscribers to 1M (note not 600K), 160 mins per month per subscriber and $0.47/minute revenue. However I can not match up the numbers for the subsequent year unless either: a) the revenue/minute increases or b) the no. of subscribers ramps up to the 3M number quoted in 6 months or less and then saturates at $3M for the remaining 6 months. If you want to copy my comments over there feel free but I really don't want to get into a discussion over it. GaryS P.S. If you want a legup on what is happening to a lot of these companies you might consider getting a subscription to Space News - they understand the technicalities a lot better than NYT,WSJ etc :-)