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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?


To: Mannie who wrote (2980)2/29/2000 8:45:00 PM
From: Jack Hartmann  Read Replies (3) | Respond to of 5853
 
Scott, I remember a chart that George did on numbers of cell phones in use throughout the world. Too bad he didn't break it down by satelite vs. cell tower providers.

<Globalstar has stated that they need only one million subscribers worldwide to be profitable.>

True, but easier said than done. "Globalstar, a network of 48 satellites, is aiming to be the first successful operator of a satellite-telephone system. New York-based Globalstar has revised subscriber estimates in recent
months after attracting customers more slowly than expected,
analysts have said." (See link below)

I wonder if the additional areas that Globalstar covers are eligible for compensation by other wireless companies like WCOM vs. Vodaphone. I wish I could hear or read something by a customer using the Globalstar system. With the Iridium fiasco in my area, I'm leery of any satelite project alledgely better.

"Globalstar USA said its international roaming charges will
be at a base price of $1.79 per minute plus international
charges. This price applies to Globalstar USA customers who
travel outside the U.S."

quote.bloomberg.com

I don't see the average phone user signing up with this cost.

Jack



To: Mannie who wrote (2980)3/1/2000 12:26:00 AM
From: Bill Fischofer  Read Replies (1) | Respond to of 5853
 
Re: GSTRF data capabilities

The QCOM stuff with GSTRF is not HDR. By YE2000 you'll have 9.6 kbs data transmission capabilities. Not sure if any ISPs have announced support for this but it hardly matters. For all practical purposes it's just a phone and the 9.6 stuff is more of a proof of concept than anything else.