Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jon Koplik who wrote (10367)	2/28/2000 4:51:00 PM
From: Jim Parkinson	Respond to of 29987

Re: quote, I think they used me in the press release just to shut me up because I have been asking lots of questions. Tony, by-the-way, is a real class act. She is very straight forward and I have enjoyed my discussions with her. I tried to get you a phone, bryston, but they were sold out (ha ha). Now with the hard rollout, they will sell lots of phones!

To: Jon Koplik who wrote (10367)	2/28/2000 4:58:00 PM
From: A.L. Reagan	Respond to of 29987

Re: Hymowitz. Jon, I used to believe everything a 3G "Gregg" (spelling according to CNBC) had to say about the wireless world, but not this one! Re: volume. Numbers make sense. 1. As real sales-rollout approached, now's the time to see how many pins are in this bowling alley, or how wide is the chasm, whatever your metaphor - i.e. lay your serious bets when the rubber's about the meet the road, not in development stage; 2. More float since secondary and you just know some of the secondary buyers bailed fairly quickly. I am glad this thread will be watching the sub #'s and MOU's like a hawk, because G* does have the capability to run further on roll-out hype and whither again if the early #'s disappoint. So it may be worth everybody's poking around with the bottom-rung US distributors in a couple of weeks to see if (a) there are really phones out there in the hustings - at least floor models; and (b) how's the demand running. In the first few months I'd put more weight on the sub #'s. Until there's enough of a statistical pool of subs that can be categorized into different target market segments, I'm not sure the very first MOU stats will accurately predict a steady-state run rate. (Of course, if the initial average MOU's are low, your pal Hymowitz will project these out for the next 20 years. If they are high, he'll chalk it up as a statistical anomoly.) All IMO. ALR