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

To: Doc Savage who wrote (9086)	1/1/2000 3:39:00 PM
From: PeterR1700	Respond to of 29987

Doc - apologies for jumping in uninvited. New to the thread and globalstar. I agree with your thoughts about sats carrying an enormous amount of communications in the future. We recently bailed on cable and switched to direct tv. What an improvement. I'm interested in globalstar and loral. Any thoughts, pro/con about them you'd care to share? Many thanks. Peter

To: Doc Savage who wrote (9086)	1/1/2000 4:04:00 PM
From: Maurice Winn	Respond to of 29987

Doc, gidday and welcome to Y2K and G. <I think the excitement in G comes from the FACT that some day, nearly all communication traffic will be via satellite. Currently, G is taking the leadership position in this industry. I like it!* > Optical fibre, optical switching and high speed terrestrial CDMA and Bluetooth will be the cheapest and fastest way to get stupendous numbers of pixels and voices around the planet to mobile people. Satellites will be a fill-in to many locations where fibre, Bluetooth, HDR and cdma2000 can't reach. Globalstar can't move pixels or voice cheaply enough to displace terrestrial services [other than in marginal areas]. The cheaper terrestrial service gets, the better it is for Globalstar. One of the problems for Globalstar is that the earth links are too expensive, so even if the Globalstar leg is attractively priced, in many areas, the overcharging on the ground will stop the service being used. Iridium tried to do space switching to avoid the terrestrial legs, but terrestrial prices dropped, making their plans obsolete. Globalstar benefits from terrestrial price drops. Including cellular price drops - since the more people who have cellphones, the more they'll want global coverage. The total cost of ownership and usage will drop. Value and momentum both seem to be on Globalstar's side right now. Globalstar will be really strong on voice for non-urban areas. That's it for the next 4 years. After that, some data will come in with Constellation2 at 384kbps [unless they increase that with HDR clipped on]. Maurice