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

To: oconnellc who wrote (8190)	11/5/1999 5:25:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 29987

From a convert from the Ericy world to MightyQ! ---------------------------------------------------------- To: Daniel W. Barineau who wrote (2975) From: Daniel W. Barineau Friday, Nov 5 1999 12:49AM ET Respond to Post # 2976 of 2979 As a personal recommendation... make sure you listen to the Jacobs and Grannis interview on Radio Wall Street. I'm stunned at how good it was. A couple of things that stick out ... Irwin thinks the 1 billion cellular users by 2003 is conservative. Irwin thinks we have at least 10 years of "excitement" left Grannis and Irwin both mentioned that they are considering using the available free cash to buy other companies that fit their agenda. After listening to that interview.. I'm going to make a prediction (for what it's worth) that not including future splits, today's shares will be worth $10,000 a piece by 2005 (and still have at least 4 years of IJ's excitement left...). As the interviewer states a couple times... if you're looking for the next Qualcomm, you've found it.. it's Qualcomm. Forget the $260 price, cause give or take a momentary dip the stock will never be this cheap again. Here's a link to the page with the interview (half way down), it's 27 minutes long... radiowallstreet.com DWB ---------------------------------------------------------- I'm not sure why Daniel thinks Q! will only reach $1.6tn market capitalisation by 2005, which = $10,000 per share. I guess he likes to understate things rather than be seen as an extremist. But in any event, Qualcomm will do very, very well and there will be a LOT of fun had by a LOT of people. Another thing I got from the interview is that Qualcomm will be rolling out HDR and sooner rather than later. Meaning Y2K. They talked about acquisitions and that sounded to me like a takeover or linkup with NextWave/Leap so that Qualcomm funds the rollout of HDR, perhaps in conjunction with Ericy [get over it everyone] across the USA for coast to coast HDR. Watch ATT start sweating with their dumb EDGE idea. That would give their 3G prospects, ASIC sales, infrastructure and handset device royalties a mighty push along. W-CDMA would be left floundering. NTT would start sweating heavily too. They talked strategic investments. Globalstar Constellation2 with 384kbps will fit nicely into such a terrestrial data network, albeit a bit slower, but still not bad. I recommend listening to that interview too. Eudora got some airtime from Dr Jacobs. That little, quiet backstream has NOT been forgotten. I guarantee Globalstar handsets [in a few years] will be carrying encrypted Eudora with cyberQ money aboard as well as performing all the regular data tricks along with voice. Make that a double your money back guarantee. Globalstar is an integral part of what Qualcomm is doing. Chris, you want the devil's advocate story? Well, the rollout is bumpy, sluggish and overpriced. They are not using a Web handset sales technique with each handset heading red hot, ready to rumble, off the end of the production line, straight to the subscriber. They say they aren't going to publish minute information until sometime next year although they should put a graph of minutes used minute by minute right there on their globalstar.com site. The competition is newly reinvigorated [ICO] and will defeat Globalstar in remote areas and those with low population densities - so people wanting global coverage will buy ICO, not Globalstar, in the USA so they can visit NZ, Honolulu and elsewhere. A risk is that the overpriced [check out the roaming charges and $1.50 regional] minutes will sticker-shock subscribers, making them think it's another Iridium which will put off many who would otherwise buy. A cheaper price would ensure very high demand, which could then be reduced to manageable levels by raising the minute prices - just as any business in a market economy does. When it gets busy, you raise prices. But you don't start out by giving people sticker shock when you have 10bn surplus minutes going to waste with zero marginal cost of supplying those minutes to subscribers. Besides that, the FBI has told Globalstar they aren't allowed to sell service in USA. Stuff like that. If there was a minute graph, so the number of minutes sold is reported every hour 24/7/365, life would be much more pleasant and confidence would build quickly. We could all see how well things are going. Which, outside USSR and secret societies, is considered a GOOD thing. I'm a shareholder and I want Globalstar to do well. Any shareholders got any reason why you DON'T want to see a graph of minutes sold? Maurice

To: oconnellc who wrote (8190)	11/5/1999 1:49:00 PM
From: marginmike	Respond to of 29987

Those same street idiots were downgrading Qcom at 50 pre split. We are now at 298 8 months later. GSTRF has a host of issues, if they are resolved this is a homerun, but if not we will end up were IRID is. However street analysts are IDIOTS!

To: oconnellc who wrote (8190)	11/5/1999 6:17:00 PM
From: TMann	Read Replies (1) \| Respond to of 29987

G* shareholders have every right to be disgusted with the pansy wansy babybutt soft-rollout of service. Excuses, excuses, excuses, delays, delays, delays. Meanwhile the stock is a laggard, laggard, laggard and DEAD MONEY till mid-'00. I'm drafting a shareholder proposal to add Charlie Ergan to the mgmt team so he can bring some kickbutt, take no prisoners, action not words developments to this slow as mollasis tar-baby organization. Then maybe we could get subscriber #s posted monthly like at DISH. Anyone care to endorse my proposal??