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

To: pcstel who wrote (19566)	11/27/2000 3:59:37 PM
From: Michaelth1	Read Replies (1) \| Respond to of 29987

As always, you raise an interesting question. 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.... 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? I don't know the answer to this. Going strictly off of my memory, I thought that G* had to pay VOD for anything that went through the GW, including data. This doesn't directly answer your question, but it implies that a distinction wasn't drawn between data and voice (remember that data was a long way off--and probably not considered very viable by G--when these agreements were executed; as recently as 6 months ago BLS made the conscious decision to not devote additional channels to data (at the expense of voice capacity)) In other words, I would be surprised if the SPs exclusivity is just for voice. If not, however, who "transmits" the data would be a MAJOR card that BLS could play against the SPs (VOD); but this would need additional GWs to be deployed UNLESS G can somehow take back the GWs (assuming the SPs ever purchased them--something that we don't definitively know). Interestingly, if G* is converted to a pure data system, it does result in VOD attaining one of its potential goals that I laid out; namely, removing G* as a competitor against its voice system.