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: Geoff Goodfellow who wrote (16134)	8/24/2000 2:13:12 PM
From: not925	Respond to of 29987

Controversy (Gregg vs. Geoff) ... The Bull case is by Gregg Powers. The Bear case is by Geoff Goodfellow. Both men have good track records on SI (Gregg with QCOM, Geoff with GSTRF). Here are Geoff's Bear-case-view of GSTRF: Message 11507139 Message 11665407 Message 11666902 Message 11684987 Here are Gregg's Bull-case-view of GSTRF: Message 14225524 Message 14228658 Message 14228794 Message 14235070 Message 14248959 Message 14250088 Geoff: Would appreciate it if you could comment on Gregg's scuttlebutt and on your view of GSTRF today. I see you updated your profile to short-term long for GSTRF. Was it because of your anticipation of a short-term short-squeeze? Or have you changed your mind about the roll-out? Gregg: In case you are not aware of it, your GSTRF posts here on SiliconInvestor have been re-posted on the Yahoo thread at least 50 times during the past week. (Due to your Qualcomm reputation, you are now a very public figure in this sector). P.S. I am totally confused about what to do with GSTRF in the short-run because 1) I see the possible upside, 2) I see the possible downside due to the project's cash flow situation. I am here trying to learn with an open mind (to think 'out-side-the-box', but carefully).

To: Geoff Goodfellow who wrote (16134)	8/24/2000 5:45:01 PM
From: Maurice Winn	Respond to of 29987

Geoff, BlueKite sounds good. Not for a couple of years yet on Globalstar, since WWeb will be irrelevant for a while [in the absence of WWeb devices]. Email doesn't need the compression as the cost is so low anyway and BlueKite didn't say that email would be compressed [but I suppose it will at some stage]. It makes a lot of sense to me to cut the data which has to be sent. That's exactly what QUALCOMM has done with PureVoice to get high quality voice with low bit rates. An intelligent 'interpreter' before the air-interface would enable 6x as much WWeb data to be sent. With 3G spectrum selling for about $600 per capita, not per customer, in Germany and UK, it is obvious that if that cost can be cut to $100, it makes WWeb delivery a LOT cheaper. As I keep ranting, all technological developments benefit Globalstar more than other systems. BlueKite is another. Terrestrial systems are getting so cheap, that like interest rates in Japan, to boost sales further, they can't cut prices below zero. Maybe terrestrial WWeb access including voice will be mostly free with advertising - it's not far off it now with Leap's Cricket Plan Comfortable Wireless. Meanwhile, here's a laundry list of Globalstar developments from Yahoo! - nothing new, but a good summary: messages.yahoo.com <Next few months; - Military / DoD contract announcement - Government agency contracts - Escalating MOU's, accelerated rate - Strong China growth - Strong Brazil growth - Strong Australia growth - Strong Canada growth - All the Iridium clients come over to G - Data and SMS / paging roll out - Russia growth and subs strong - SCADA applications, telemetry apps - Final financing round announcement this fall - Full partner backing of final financing, cash thru 2002 - Marketing escalation now beginning - Roll out of fixed phones (finally) - Domestic (US) MOU and sub rate increasing geometric or better - Defection of current expensive/inferior InMarSat clients to G* - IFN system progress announcement - Possible Ford Wingcast telematics involvement - Defection of ORB "little LEO" clients to G - New analyst pieces giving G a good chance for success - Big Maritime clients announced - Foreign Govt and military deals - Commercial vertical market clients announced - Better promos on phones, minutes - Technical analysis indicators swinging strongly positive (already are) - Possible subsidized fixed/pay phone deal with foreign govt. like Mexico - Possible India SP announcement - Completion , turn on added gateways in key markets like China, Brazil, Russia - Possible buy in new partner/s - Wireless remote broadband apps. - Ever yet more great reports on technical excellence of system - Reversal of market sentiment, and media financial news pieces reflecting this positive shift. We see this now with Greg Powers/PCM and his 10% recent investment. - Understanding will sink in clearly, no Bankruptcy.... ever. Almost 2/3 of shares short? Wow. We will see multi hundred percentage point gains very fast !! > Mqurice