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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: John Stichnoth who wrote (20028)3/13/2000 4:25:00 PM
From: mtnlady  Respond to of 54805
 
John I am in the same boat with you concerning GSTRF (G*). There is a market out there but I see G*'s biggest hurdle is their own management team. Not impressed so far. Actually I'm hoping someone like GBLX teamed up with more QCOM's money and expertise takes this company over. I bought in again when G* dropped into the low 16's. I am hoping the company gets cheap enough for someone to take them over. Right now G* seems to be marketing more to the upscale user (shades of Iridium) when in fact the market is going to be to mass market the service and get it as cheap as possible.

Is there a market? Sure - think of it - CDMA access anytime, anywhere in the world. Is that going to be important as the entire world gets 'wired' to 'mother net'. You bettcha. They have the right technology (LEO/CDMA). If G* has the management team to pull it off is my major concern.