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

To: H. Bradley Toland, Jr. who wrote (15318)	8/3/2000 4:17:16 PM
From: Michaelth1	Read Replies (3) \| Respond to of 29987

Bradley: Although not directed to me, I'll respond to your question. I think that G* can be much more than a niche player, but (at least in the US) for this to happen G* must (imo): 1. Come out with a smaller phone (not Startec size, but smaller than current) that has a much smaller antennae. 2. The phone must (as you said) be priced somewhat competitively to upscale cellphones. 3. Current MOU pricing is not an issue, but the monthly fee is; waive the fee. 4. One number for cell and sat. (when will this be resolved?) 5. Cheaper / nicer car kits. 6. Cell to sat handoff would be nice, but not necessary. As with most things about G*, part of its allure is that all of the above are possible and most are in the works and/or pending, with the exception of #6.

To: H. Bradley Toland, Jr. who wrote (15318)	8/3/2000 6:52:25 PM
From: dwight martin	Respond to of 29987

With the system ultimately maxed out at a billion minutes a month, assuming no data, that's 100 minutes a month for ten million people, worldwide. But there will be data. Didn't IFN say (chillingly, IMO) that they alone could use up all the MOU of the system? Let's say data eats up 300MM minutes per month, leaving ten million people at 70 minutes per month each. That seems a reasonable minimum MOU figure below which people just won't keep the phone. And If I'm wrong, then halve the minutes and double the people to 20MM, it doesn't really affect the argument. (I don't think the ultimate demand will be low enough that people will get a no-monthly-fee, use-it-when-you-need-it deal.) And the USA will not necessarily be the biggest market. Most of the mobile and some of the fixed will go to the relatively well-off in other countries. So, compare the number of people with cellular phones today - what, (guessing 40MM Japan, 60MM USA, 100MM Europe, rest of Asia, and Southern Hemi-- sounds conservative) 200 million worldwide, with the number of people (10 or 20 million) who could possibly have use for a G* phone, and you see that G* minutes will ultimately have to go to high-value low-churn niche applications. I would be happy with either ten or 20 million, BTW. I also realize that this scenario presupposes that G* will survive and eventually get maxed out. It also seems to me that the failure of the G* decision-makers to lower prices quickly is an implicit adoption of a similar scenario.