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

To: Robert Sheldon who wrote (8935)	12/28/1999 5:28:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 29987

Sorry to seem disagreeable with you today Robert [earlier correcting, with tongue in cheek, when the 'hard launch' was, though you are quite right that it didn't actually happen until December, though claims were made that it happened 15 November]. I think it's unfair to call Tero a biased nutcase. Yes, biased, but he's in good company there. Nutcase? Definitely not in any normal sense of the word. My criticism is that he tends to see things as they are, not as they will be. So his criticism of Globalstar handsets that they have poor functionality, huge size, weight and horrible battery life is correct, is not really a determining issue for the overall success of Globalstar. Battery life IS bad, but that can be fixed. Yes, they are big and heavy, but they can be shrunk. Their voice performance is excellent [with the Qualcomm phone] and I suppose Telit and Ericy will achieve comparable performance eventually. The big thing is coverage, quality and cost for Globalstar. It's the champ for most areas of earth. ICO has some merit, but a long way to go. Iridium is a cooked goose. Tero has also got some very important things right, for example the demise of the Qualcomm handset business due to economies of scale and design performance [research, development and design costs being too heavily loaded onto a low volume product with limited marketing power]. He was more right than Gregg Powers, who thought that fragmentation of 3G would give strength to Qualcomm and that the cost advantage of in-house ASICs and no royalties would see the handset division become a winner. He was more right than me, who rightly thought that Gregg was wrong on the in-house stuff and fragmentation advantage, but wrongly thought that Tero was wrong on the economies of scale stuff. Let's not chuck out the baby with the bath water. Also, please let's not be Yahooish in personal comments. Not that Yahoo is Yahooish - some of my best friends are Yahooligans. While Greg Mullineaux has now made two posts, which is a frightening number for the sanctity of this thread and we already have 'I did 35 Leaps and now have no Options - Goodbye Cruel World' type posts, it is still possible that we can avoid a rapid share price increase and another invasion of a Sacred Stream. Go on Greg, give us a break until March. That will match the NZ tax year and a clear summer without hassles. We don't need your rotten share price rise. Maurice