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: Jetter who wrote (17141)	9/21/2000 10:07:09 AM
From: Yamakita	Read Replies (2) \| Respond to of 29986

It's hilarious that you can call a phone that offers a choice of: 1) analog 2) digital (CDMA) 3) satellite (for areas not accessible by digital) "two completely different markets." Dude, it's the SAME PHONE. X-san wants to make a call. He doesn't give a hoot HOW it goes through. Of course, being a rational person, he'll opt for the most economic way by choosing satellite last of the three. But it's funny: communication needs supercede cost for most people, especially in the vertical markets GSTRF's going after. Forget about consumers for a moment. That's not who G is going after. Bernie's got a surprise for you, and it may be coming sooner than you think.

To: Jetter who wrote (17141)	9/21/2000 10:22:23 AM
From: dwight martin	Read Replies (2) \| Respond to of 29986

A quintupling of subs is, I think, not a reasonable prospect. If that happened twice in a row, they would be within the range of breakeven (300k-1MM subs, depending on MOU assumptions and on which side of the bread you are on) by next spring, a laughable proposition. I would be satisfied with 30k, happy with 40, and I think a few other people would be as well. Forty MOU/sub is low, granted, but the willingness to spend money should grow over time if, again, the cellular experience has any predictive value. EDIT: Also IMO you can't draw any parallels with wireless because its two completely different markets. I'm not relying on the markets being the same, but on the growth dynamics being comparable, but it certainly doesn't hurt that the markets, while not the same, are related.