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To: mts362 who wrote (9949)	2/7/2000 12:09:00 PM
From: Valueman	Read Replies (1) \| Respond to of 29986

Since G* has no service to offer in the areas covered by ACeS, you would be insane not to consider it competition. Those CDMA LEOs will be nifty flying over Indonesia, Thailand, Philippines, India, etc., but even Gilder won't be able to use them when there is not a gateway to be had. He WILL be able to use the small ACeS phone. G* MAY have service in those countries someday, but not now, and not near term. G* is fighting a race between cash burn and revenue generation. There is no time to lose biz to someone like ACeS or Thuraya, regardless of their technology. There is no bigger CDMA zealot than myself, but it matters none if there is no service available.

To: mts362 who wrote (9949)	2/7/2000 12:14:00 PM
From: Jeff Vayda	Respond to of 29986

mts362: ACeS is not a competitor in Indonesia, cause ACeS is a government granted monopoly. A smae for G*. Take a look at a map. If there is anywhere sat phones trump land lines wrt build-out costs it is an island nation such as Indonesia. Lots of unserved customers. Geo delay and GSM infrastructure are not a factor if you have no alternative. Jeff Vayda

To: mts362 who wrote (9949)	2/26/2000 8:56:00 PM
From: Michael Young	Read Replies (1) \| Respond to of 29986

<<This seems like it would be Gilder's worst nightmare. Geo Satellite + GSM = 2 ineffective technologies, whereas GSTRF uses LEOS + CDMA (two very efficient technologies). i wouldn't consider ACeS long-term competition. >> The ING Barings analyst suggests it is a dream. About 8 cents a minute wholesale is the breakeven cost. With a satellite lasting over 15 years. The ACeS project will break even with about 120,000 subscribers and revenue of $35 million. MIKE