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


To: tero kuittinen who wrote (12530)5/10/2000 3:20:00 PM
From: Rich  Read Replies (4) | Respond to of 29986
 
Here's a question - How many people on this thread actually have a working G* phone, that they purchased with their own money, and are paying "normal" fees for?

If you do have one tell us why you're using it.

If you don't have one, tell us why you didn't get one.

Isn't it that simple?

If they could sell me a phone for a few hundred bucks, and some packaged minute deal, i'd get it. But, according to that AviationNow article, the capacity is currently 7.5 million users. So, I don't know if the financials work out with those numbers.



To: tero kuittinen who wrote (12530)5/10/2000 4:04:00 PM
From: mmeggs  Respond to of 29986
 
Tero: You wrote My problem here is the early adapters. Every time Nokia launches a new model, there is a line of geeks placing orders for the phones weeks before the launch. The same thing happens with new Mercedes cars, new Hollywood blockbusters - just about any product. There was enough awareness of Globalstar for that to happen in early markets; it did not.

That's a pretty subjective judgement you are making in claiming that there was enough awareness. Your comparisons to Mercedes, Nokia, etc. are flawed.

1. No one, by any means, could call Globalstar an "established" name. Some, particularly investors, may be more aware of its existence, but it is hardly established.

2. Many of those investors became aware of its existence through the negative association with Iridium, making this awareness a perception needing to be repaired, as opposed to being an asset to the company.

3. Nokia, et al, do not have to overcome a previous competitor's very high profile shortcomings -- technical problems, bankruptcy, etc. To compare a G product introduction with one from Nokia is absurd.

4. Service was available for the sum total of a month and a half, in very limited terms, for the first quarter. That's a pretty short period of time for G to have built "awareness."

5. Due to problems in the distribution channel, and the U.S.-centric view most press and analysts are taking, it is virtually impossible to gauge demand and awareness in even the largest of G's target markets. The list of distributors, even here in the U.S., seems to grow larger every day.

Your comment about the differences in various markets are well taken. Reminds of yet one more advantage of the G bbusiness plan -- that of using local service providers as partners in marketing.

Minute-by-minute, day-by-day, awareness and use build. Critical mass.

mmeggs



To: tero kuittinen who wrote (12530)5/10/2000 6:11:00 PM
From: Anthony@Pacific  Read Replies (3) | Respond to of 29986
 
GSTRF<----------A@P has and continues to maintain the strongest of sell/sell short reccommendations on this POS....!!


Call costs somewhere between 3 to 5 dollars a minute when you add in long distance charges..Just call and ask..any one can do it.

It doesnt work in Afdrica, Russia, any of the oceans, except the north half of trhe Atlantic, it doesnt work in hawaii ,and everyewhere it does work there is much cheaaper Cell Coverage..It doesnt work in the deserts , north pole or south pole.

GSTRF has not and cannot pay its bills and has serious handset problems with the manufacturers.

It is a doomed equity and it is worth zero assuming current positioning..

Thats the end...and Ive pounded this table for a year now,,in addition there is an SEC Investigation into the trading of GSTRF last winter and new year..

Enjoying the worthless stock known as GSTRF???...Be smart and dump your stock and get somethiong rather than waiting and believeing the nonsense and getting nothing or close to



To: tero kuittinen who wrote (12530)5/11/2000 3:20:00 AM
From: Maurice Winn  Read Replies (1) | Respond to of 29986
 
Tero, This service can't depend on early adopters, high value-customers-first or other marketing tricks of the trade. We need bulk customers and we need them now.

That means getting sales people lined up and distributors humming quickly and streamlined account application forms, preferably with phones being delivered by UPS 'next day' service, ready activated.

From that Aviation Week commentary Message 13667184
[Mike Kerr being the responsible for making GlobalstarUSA a winner]: <...At a price of about $1,000, Kerr said he believes there will be plenty of customers for Globalstar phones, which initially sold for $1,499 to some early trial customers in January. "We don't have to get down to $499 to reach the level of customers we need to stay in business," he said.

Some Globalstar dealers also are renting phones by the month, in addition to air-time charges, for customers who only need the global capability of the system for short periods of time, he said.
>

They are obviously hunting for the right price and sensibly offering leases to those who prefer to avoid a lump payment now. They are just now hiring sales managers, so they can't handle many thousands of enquiries anyway. So they need to lower the price carefully to get more customer enquiries as they can cope with more demands. But they need to keep right on going down until they are filling the constellation fast.

To me, Kerr's comments indicate, when taken in conjunction with the fact that Globalstar LP didn't need to cut their wholesale prices, that Verizon [Vodafone] is very serious about making Globalstar work. They are not whining that they can only cut their retail prices if Globalstar gives away margin. If they did, then Bernard has quite rightly told them to go fix their business up and get selling.

I believe that Chris Gent has instructed his Verizon world-wide business that they shall make Globalstar work and work well. Any one country would NOT want to be seen to be incapable of making Globalstar work.

The crucial factor is demand. Market size at the sweet spot is going to determine Globalstar's share price in Feb2002. I bet it is huge and the price will be about 50c a minute retail, meaning wholesaler and retailer will both need to cut their minute prices.

Some poor area Service Providers will need to sell minutes at lower prices to generate demand because there is limited battery and photovoltaic capacity on satellites and when a satellite goes over a poor place, any minutes unused will be wasted unless the satellite goes over a high-value zone a few minutes later where those minutes can be used.

This is back to the original photovoltaics/fuel-cell/circuits/cooling balance at the start of this stream. That is a bit too detailed for most people just now as they worry more about actually selling anything than whether the satellite will overheat or get flat batteries after a very busy time over the USA or Australia.

Call me a cock-eyed optimist. It worked for QUALCOMM. I do feel sorry for LeoBloom, selling stock at these prices. But I must admit, I have no idea where the price will be in 3 months. [The GGMDM nothwithstanding]. Maybe Leobloom will buy back at $4 in two weeks and I'll have egg on my face.

The market is huge. We just need a round or two of price cuts to see when demand surges to satisfy that market.

Just feeding your addiction.

Maurice