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: Maurice Winn who wrote (12195)	5/6/2000 1:21:00 AM
From: pcstel	Read Replies (2) \| Respond to of 29986

Maurice, I believe that you may be close on your QCOM thinking.. And it has been in the back of my mind for quite a while.. After all, the progression of OmniTracs onto G* was obviously a thought at some point.. Or they would not have filed for the registered trademark "GlobalTracs".. I believe that QCOM may end up with a large equity ownership of G* for a very low price.. That VF deal with QCOM must be getting better by the day.. If you remember. Tony said that they were "that close" at the shareholders meeting.. 2 MONTHS AGO.. But again, Why actually pay money for it (dollar for dollar), when you may be able to acquire it for pennies on the dollar in BK?? As a Q shareholder.. I would want the system at the lowest cost possible.. Period.. Although, I am not sure that I would want it at all.. Because, I would want control of the GW's and get rid of those greedy SP's all together.. Then you can give away minutes for .20 US per minute However, the question to be asked is why even risk a complete loss on GSTRF (from an investment stand point).. When LOR represents a win, win situation?? After all, LOR is slowly sinking towards book value. In addition, it may end up trading below book value before it is all done and said.. If GSTRF is successful, then LOR will participate to somewhere near the same degree as a direct GSTRF investment IMO. But, if GSTRF fails, then LOR has a "bottom".. and it's not ZERO.. Even if G* went to BK and QCOM ended up with most of it, I believe that LOR would rally (2 to 3 bagger), having the G* "monkey off it's back".. Then your equity ownership is reflected in the QCOM ownership you already own, as the 6% is at this juncture.. The key here is being able to pick the bottom of LOR.. $6 or $7 in my thinking.. But then again.. We may have different investment criteria. Best Regards, PCSTEL

To: Maurice Winn who wrote (12195)	5/6/2000 1:26:00 AM
From: tensforme	Read Replies (2) \| Respond to of 29986

Maurice, I find your thoughts on Qualcomm quite fascinating. You obviously have followed this game for some time, and are extremely knowledgeable about the technical points. While I would be ecstatic to see Q buy G, and it is true that Q could inhale both Loral and G on the exhale, I don't think such a scenario will play out. It is my take that Q will do everything in their power to keep the Company afloat (ie. w/ financing) but an acquistion is not in the cards because Q wants to be the "Intel" of the wireless revolution. Their aim is to promote CDMA chips, not be a satellite telephony wholesaler. (Or even retail, demonstarted by their spin off of LWIN) Maurice, your comments as always are enlightening and thought-provoking. Isn't it great to know that the Big Q is behind G* ?! Globalstar WILL NOT FAIL. Qualcomm and other parties simply will not allow it. Regards, Charlie R.

To: Maurice Winn who wrote (12195)	5/6/2000 10:23:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 29986

M, This theory on Q investment, I too happen to think it might happen. Question (I am not an engineer), if Q bought a controlling interest, can they design an ASIC that integrates the sat and CDMA attributes to the point where the handsets using this chip the user did not have to "manually" switch between CDMA and Sat service? This would be very convenient. What I am trying to ascertain is if Q bought a huge chunk of G, what could they do with it to create a competitive advantage?! Remember, Omnitracks could be rolled in as well. Just thinking out loud and would appreciate everyone's thoughts. Still long all my shares, have not sold one (that surprises even me!) But at this point this year, I would only lose 60% as any losses incurred will be able to offset my gains (is that how that works!? It's early. hehehe) Regards, MileHigh