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

To: literaryfx who wrote (15741)	8/14/2000 4:47:28 PM
From: Michaelth1	Read Replies (1) \| Respond to of 29987

G* continues to amaze me with its snails pace of a rollout. What's ironic is that the concept of a "rollout" was never even alluded to by BLS until a month or two prior to service initiation. Finally, however, it seems that GUSA is starting some newspaper advertising (I know of an ad in today's Miami Herald). This should help attract some subs. Even though most, including myself, focus primarily on the U.S. rollout, the silence in prime G markets is even more of a concern. Is anyone aware of significant marketing efforts in Brazil, China, Mexico or Russia? Loral is a part owner in Brazil and Mexico, so there's no excuse for the slow rollout there. Anyone care to start guestimating on 3Qs numbers? My guess: 18,000 subs and 2.2 million MOU (still not eclipsing what BLS, in December of 99, said 4Q99 revs would be). I hope I'm wrong, but I see absolutely no evidence of G* catching on in mass in any market (granted, there are excuses galore including marketing and pricing). No significant corporate deals will produce MOU in 3Q. No evidence of fixed phones in use other than scattered testing. Please, someone inform me otherwise.

To: literaryfx who wrote (15741)	8/14/2000 4:48:18 PM
From: Investartist	Read Replies (4) \| Respond to of 29987

While it is disappointing that Gilat beat us to the punch with fixed phones in Mexico and China, I do feel that it is further verification that other companies feel that there is a significant market for fixed satellite telephones. Gilat is using 1980's technology with VSAT. This gives a significant voice delay like Inmarsat and the satellite dishes must be very carefully aimed. I am confident that if people were given the choice of Globalstar quality connecticity and Gilat's GEOs they would choose Globalstar. My phone works better than my standard cell connection. Gilat's phones will sound like a disappointing Inmarsat. I heard from Investor Relations that the Gilat system is very close in price to the Globalstar so price is not a factor. Quality will win in the end. Investartist