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

To: Kunal Taravade who wrote (8911)	12/28/1999 11:47:00 AM
From: Bill Fischofer	Read Replies (1) \| Respond to of 29987

Re: GSTRF market The real market that GSTRF will serve is the rural/undeveloped fixed phone market. Tero Kuittinen and others have argued (see debry.com for Tero's thoughtful article) that the globetrotting executive is already well served by existing cellular roaming technology. The oil rig and similar workers are also far too few to make a meaningful market for GSTRF. There is, however, a huge potential market that GSTRF is ideally situated to serve: rural/remote fixed phones. Most have probably heard that 75% of the world's population has never made a phone call. How is that going to change as we enter the 21st century? Clearly not by duplicating the wireline infrastructure that exists in the developed world. For a fraction of the cost a country like China, for example, can subsidize the placement of G* fixed phones and phone systems in remote areas to bring basic telephony to their rural areas years or decades before it would otherwise be available. This is the real "bread and butter" business that GSTRF will garner over the next decade. Forget personal satellite handsets--they are marketing fluff and will likely disappoint their proponents. The real money is in providing basic phone service to hundreds of millions around the globe who would otherwise have nothing, with the money to pay for this service being provided by generous local governmental subsidies. This is the real unserved market that GSTRF is uniquely positioned to serve in the years ahead, and it is this market which will fuel GSTRF's ascent, with everything else being a sideshow.

To: Kunal Taravade who wrote (8911)	12/28/1999 12:42:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 29987

I wouldn't underestimate the potential urban uses for GSTRF services, either. It sounds expensive, but it is also an ascendant technology (as Gilder puts it). That's the error that people are making. They are only thinking about the near term uses of GSTRF services. I think that Gilder's view is much more long term than than, and his point is that by the time the market realizes the potential, it'll be too late to get on board... Just my opinion... LoD