SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT -- Ignore unavailable to you. Want to Upgrade?


To: Stephen L who wrote (8086)10/28/1999 11:48:00 AM
From: Jim Parkinson  Read Replies (5) | Respond to of 29987
 
Good posts today. I think many of us are now coming to understand the reason for the slow roll out. I have re-read Unterberg's Jan 1995 report where Robert Kaimowitz initiated coverage, Gilder's most recent article, and few others. No fundamentals have changed. The only thing that has changed is timing. Kaimowitz, incidently, sided with Gilder and never liked Iridium. He has been very bullish on both Lor/G. He is the one who called Valueman from inside a building in downtown London on a G phone in sat mode and liked it. I am here for the long run.

Here is a new twist on size. The porn industry would have us believe that size matters but the older and wiser Dr. Ruth says it is functionality not size that matters. Maybe this applies to phones too. I just finished a book called Why We Buy The Science of Shopping by Paco Underhill. He points out that as we get older we need things larger. "And while mobile phone makers currently compete to make smaller and smaller models, at some point the trend will have to reverse: The phone with the largest buttons and liquid crystal display will be the most popular among older users."

I feel the retired seniors who travel around in motor homes and campers are a market today for G*. Those I know have told me they will buy as soon as they can. $1,500 is no problem to them nor is size. They want the utility. I think many current cell users who wear Armani suits and who want the smallest phone possible so that it has no profile while in the breast pocket can't relate to those who travel in the Swiss cheese cellular world and who want to stay in touch with their kids, brokers, tax preparers, and each other. Big market IMO. Unfortunetely for us longs, its the Armani suits who are currently making the buy/sell recommendations on these stocks.