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To: Pierre who wrote (21224)1/17/2001 12:39:25 PM
From: Geoff Goodfellow  Respond to of 29987
 
Pierre, the concept (and the technology) is great - it's just that the business is "over sized" for the demand and the demographics of the prospective customer base. Inmarsat is an example of a "right sized" (and profitable) business for the extant demand and demographics of the market. For a detailed examination, analysis, a forcast and a bit of history in "this space" (which to date has been right on), please see these 3 posts of mine from Oct '99:

Message 11665407
Message 11666902
Message 11684987

best regards,
geoff