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

To: Investartist who wrote (16614)	9/8/2000 9:26:47 AM
From: Investartist	Respond to of 29987

George Gilder"Globalstar emerges as supreme asset" I am reposting a George Gilder post where he touts the elegance and supremacy of Globalstar. Here in March he states that it has many possible markets. At that time we did not even know about the Internet in the Airlines (IFN) possibility. We are seeing his vision start to emerge: IFN Telemetry, a poster indicated that his company has ordered 10,000 Qualcomm Globalstar packet data modems for uses such as Oil & Gas monitoring. Many more uses are coming. posted: Wednesday, March 29, 2000 8:01:03 AM author: GG subject: Re: GSTRF observation Comparing Globalstar with Terayon, I would say that the satellite company is a pure play in the paradigm, offering a unique global service that cannot be otherwise supplied, at a price which is high at the outset when availability is limited but which will drop rapidly. There are no sure things in investment (our job is assuming risk). But I do not think Loral, Qualcomm, Alcatel, and the other telco sponsors and suppliers around the world will allow Globalstar to crash before it can demonstrate its many possible markets. When that happens it emerges as a supreme asset. Terayon, on the other hand, for all its ingenuity, remains vulnerable in the long run to the more advanced paradigm phase of fiber to the home. Terayon is also treading in dangerous territory with its array of tricky TV oriented acquisitions that also can be blown away by dumb fiber connections. However, as Richard Vigilante pointed out to me last night, the cable companies are the most likely vendors of fiber to the home (they now consume 20 percent of all fiber output). The optimal system for a decade will be fiber to the neighborhood and Terayon to the home. Indeed, except for singular deployments, the cable system is so much superior to phone company broadband (DSL) that cable will be gaining share of the local loop, thus expanding the potential Terayon market. But this is all a rather tangled web of contingencies compared to the elegance and efficiency of Globalstar. --GG