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

To: bryston who wrote (12755)	5/13/2000 3:50:00 PM
From: Pierre	Read Replies (2) \| Respond to of 29987

Designed specifically to meet the demanding requirements of the Australian outback, the 800 MHz 'Boomer' Cell can deliver coverage radius greater than 150 kilometres under suitable conditions, far exceeding the range of a typical CDMA base station. It can also reduce the number of cell sites required to provide rural coverage by as much as 50 percent. Message 13705699 Spotted this on the QCOM thread. Apparently the CDMA carrier in Australia is responding to Vodafone's sat/cell coverage with a terrestrial build out that includes these "boomer" cells. Any thoughts from the technically oriented as to what kind of threat this poses to G* sales model, in Australia and elsewhere? Pierre

To: bryston who wrote (12755)	5/13/2000 4:19:00 PM
From: A.L. Reagan	Read Replies (2) \| Respond to of 29987

that there have been some things happening on schedule (or even early!) recently, but I'm still not sure I see what you see. That's pretty much it, which is why I raised the grade (based on extrapolating current performance) from "fast failure" to "slower failure." Or maybe they have improved from "abjectly inept" to "really bad." Some of this is trial and error, learning curve stuff. So, they are screwing up less. If you listen to Bernie's CC's carefully, he manages a lot by trial and error. They've erred, we've been tried, now they'll do something different. The "F" grade is from allowing so many easily foreseeable mistakes and lost opportunities to occur. The "D" grade is from "fixing" (Bernie's term) a bunch of these, and getting a few other things a bit more right (roaming, Brazil, Australia, etc.) Only problem is, "trial and error" doesn't cut it when the rest of the high tech world marches along on internet time. In the 1970's to mid-1980's, Bernie's M.O. would not earn an "F" or "D" from investors. Alas, this is the 2000's. These guys basically don't anticipate problems and lack the vision to grasp many of the opportunities out there. They've been screwing up all along, but many of the unaddressed issues didn't see the light of day until commercial launch was attempted. So, maybe they are not really any better, (and have been consistently performing at a "D" level) but we had three years of operational and marketing faults/neglects surface in about 60 days, giving rise to the "F". P.S. To Geoff: Agree that ICO will get recast more into Teledesic's data strategy. OK by that - Inmarsat will have a competitor for their new broadband service, which may distract them if they intend to battle it out with G* on the telephony side. LOR is pretty heavy into broadband as well, although it is a (relatively) small company and its broadband marketshare doesn't seem to be large.