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


To: Michaelth1 who wrote (19565)11/27/2000 3:37:21 PM
From: pcstel  Read Replies (1) | Respond to of 29987
 
Michaelth1... The other question I have is the following.. We know that the FCC GW regulatory approval is held in the hands of L/Q Partnership.. Airtouch Satellite Services holds approval for the UT's.. And VOD is thought to hold "exclusivity" in the US.. What is this "exclusivity" for.. Is it only for Voice,, or Voice and Data.. In other words.. Will VOD receive their "buck a minute" on IFN and Data Services, or was their exclusivity just for Voice..

If you think about it.. Why would GLP give a company "Aritouch at the time" exclusivity on Data.. Airtouch was a voice operator at the time!! These are issues that I have not seen any information on!! Does anyone know for sure?

PCSTEL



To: Michaelth1 who wrote (19565)11/28/2000 6:39:41 PM
From: Maurice Winn  Read Replies (1) | Respond to of 29987
 
Michaelth1, your 2 scenarios don't fit. The best explanation is simple incompetence. In human affairs, that's usually enough to explain nearly everything, though Machiavellian plots to cause failure are fun to consider.

Vodafone does want Globalstar to survive. Vodafone is the exclusive provider in large tracts of the world and that gives them a powerful club with which to beat their terrestrial competitors. They do NOT wish to lose that exclusivity. Globalstar is NOT a competitor to Vodafone; Globalstar is Vodafone. If GlobalstarUSA sells a minute which a terrestrial provider would otherwise have sold then Vodafone wins. Vodafone does better by selling a Globalstar minute since they make at least 60c a minute margin over their wholesale price [that beats their terrestrial margins by miles]. If Vodafone sells a minute to Globalstar which would otherwise have been sold by Sprint, then they are wayyyyyyy ahead, especially since that Globalstar user will probably use terrestrial minutes and other services too. It's a way of attracting customers from competitors.

Vodafone wants Globalstar to succeed now! Sure, they want it to be right so that their customers get a good service. They have not felt the urgency that Globalstar LP has done and you are probably right that Vodafone probably emphasized getting it right rather than soon [with poorly serviced customers dealing with untrained staff].

Vodafone [and others] have been slow getting things rolling, but that's sometimes what happens with bumbling.

Mqurice