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

To: Investartist who wrote (23020)	4/18/2000 5:55:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Thanks for giving us your opinions about gstrf, Investartist, but we have stayed pretty up to date due to our holdings in qcom. If I remember correctly, qcom has a 6-7% stake in gstrf. From my vantage point, you are premature in labelling G* a Gorilla, since their product hasn't reached the mass adoption (Tornado) stage yet. Most Gilder picks are years too early for Gorilla gamers; we like our fruit to be ripe before we make a meal of it. uf

To: Investartist who wrote (23020)	4/19/2000 2:45:00 AM
From: FLSTF97	Respond to of 54805

RE Globalstar Investartist, you may be correct over the long term but the situation is still far from certain. The only negative that I've heard so far is that the adoption rate has been slow and there were some connection problems early in the start up. I think Loral made a statement recently about only having 50K subscribers (must be all those jilted by Iridium!)and the recent QCOM report stated that they had delivered a cumulative 40K phones so far. The Globarstar model is significantly different than Iridium's, but they still need 100's of thousands (I think I heard >300K) of subscribers to breakeven. It is still relatively expensive service which will narrow the market potential. So reaching breakeven will not be as easy as one might think. I for one would like to have a single phone as it is a pain to have different phones for various regions in the world. Nevertheless, the multiple phone option is still far cheaper than the last prices I saw for Globalstar rates. FATBOY