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

To: Maurice Winn who wrote (10671)	3/9/2000 2:25:00 PM
From: pcstel	Read Replies (4) \| Respond to of 29986

Maurice: Sorry for the less than "idealistic Chamber of Commerce" weather in San Diego.. Although we do have some sunshine today.. The shareholders meeting downtown was not as convenient as the old Building Q IMO.. I am sure you have had time to pass by and see the ERCIY sign on the old Building Q. Kind of sad, for the sentimental types.. As an "old time" QCOM shareholder.. If you stayed for the Q&A session?? Then I was wondering what your opinion on the 500 million in G* vendor financing that Tony spoke about at the shareholders meeting.. I was the one who drilled him on the Jan. 1, 2000 (13 million dollar) payment that Globalstar did not make, and the status of the 400 million in new vendor financing, and the 100 million in "old" VF that will be revolved into the new package.. Total 500 million?? Do you see this as a "prudent investment" for QCOM... Thanks for your time.. PCSTEL

To: Maurice Winn who wrote (10671)	3/9/2000 2:49:00 PM
From: A.L. Reagan	Respond to of 29986

Re: They are cutting the handset prices and leaving the minutes expensive. Sounds like the old give away the razor and sell 'em the blades strategy. How's Gillette doing these days? (This whole episode can be a new chapter in the Harvard Business Review classic - "Marketing Myopia.") P.S. While the 50K Iridium subs may seem like small potatoes in the grand scheme, it would be a big chunk of this year's sub #'s regardless.

To: Maurice Winn who wrote (10671)	3/10/2000 12:37:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 29986

*CAT's EYES Marketing* Okay, both barrels!! Here is some earlier stuff [the original was way back in 1996 I found today so stupid Amazon better not patent it as they did single click ordering]. Skip this if you already know about "CURRENT PRICE IS..." selling of minutes. It makes it very clear. Also, the beginning of this thread was about it [from me anyway]. Globalstar needs this more than terrestrial networks do. That's because their system is much more variable, with mobile base station antennae [the satellites], rapidly orbiting a sleeping and waking, night and day planet. Satellite eclipes mean sometimes the satellites get 23 hours of power and sometime only 12 hours of daylight [for the photovoltaics]. Globalstar needs this badly. Too bad that SI is a pain in the neck and this will give them business. I'll just have to grin and bear it for now. This is serious business. Here = the Qualcomm stadium description of the system [layman's terms] Message 2489977 Also some posts subsequent to that one discussing the method including this one: <To: Tom Brush who wrote (4804) From: Maurice Winn Friday, Oct 17, 1997 8:58 PM ET Reply # of 68807 Tom, thanks for having a think about it. The electronic gizzards is the easy part. Don't worry about the cost. Even the software would be relatively trivial [a groan goes up from the software crowd!]. Don't forget too, the cost would be spread over about half the cdmaOne subscribers, who choose the "CURRENT PRICE IS ..." plan. That is the miracle of chips and software. Once designed, you just duplicate it at nearly no marginal cost like a virulent flu virus but with benefits instead of pain. The $ill Gates principle of making $illions. Handsets are rapidly becoming powerful little computers. Basestations can handle such minimal software easily enough. To be really clever would take more extensive software and links to long distance and remote telecom network "subscriber auction" algorithms, but to get 90% of the answer wouldn't take too much effort. Yes, Ira's load sharing comments are true, but they do just spread the problem over a greater area rather than an individual cell. They don't make the problem go away altogether. What is important is the precision of pricing and maximising of utilisation. Yes, each day would be much the same as others, but you would get variation so that with fixed pricing, even if done in one hour long segments, there would always have to be unused capacity at peak times, which are the most profitable times to provide service, to avoid the dreaded "NO SERVICE AVAILABLE" sign. Yes, we have Kmart here! Blue lights, red lights, green lights. They are all flashing these days. Marketers increasingly are being more precise about consumers needs. Mqurice [$US100 from me for the first "showstopper" objection to subscriber auction price plans for 50% of a network's subscribers. Valid objections can't include ones with obvious solutions - such as the objection that subscribers would not trust network operators to not put the price up artificially - that isn't a valid objection as subscribers would simply bail out of that system or switch to the cheaper fixed plan if they tried it. I get to be the judge of valid objections. Judge's decision is as final as a trade dress infringement judgement against Motorola].> Things are getting serious! Here's hoping Globalstar investor relations [or even Tony Navarra or somebody who can make things happen] reads this and are awake and pass it on. Who has the confidence that they'll do so? The share price will tell us! Mqurice

To: Maurice Winn who wrote (10671)	3/11/2000 5:08:00 PM
From: tensforme	Respond to of 29986

You know, something just dawned on me, after reading Maurices' post. The SPs have a monopolist mindset. And with our little venture they have no "competition" so how are they motivated? There's no comp. If the SPs were kicking and clawing - let's say we had BellSouth, Sprint and AT/Vod competing - they would all have incentives to get a move on, wouldn't they? As it is now, what incentive do they have, they can take their sweet time. Charlie