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

To: KyrosL who wrote (21695)	2/1/2001 11:22:16 AM
From: Pierre	Respond to of 29987

Are you sure you want Q to manage the new G? They don't seem to do too well in areas outside their core competency of CDMA intellectual property and CDMA chips -- see infrastructure, handsets, NetZero investment, Wireless Knowledge... KyrosL, I disagree for the most part. What Q does is invest in start ups, or JVs, that create applications which in turn drive demand for the chips. You neglected to mention SnapTrack, which may well become a dominant location device even beyond the cdma arena. And Wireless Knowledge has just released an ARM based open standards software interface that has MR Softie squealing like a stuck pig, so probably something good happening there as well. I think the point is, Q* knows how to make its technology real world desirable. I'm hoping they can do the same for G* - probably by rolling out data capability. Now, if you're talking hand sets ... well - maybe Kyocera can take over building US version G* phones. <g> Pierre

To: KyrosL who wrote (21695)	2/2/2001 2:16:20 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 29987

<Are you sure you want Q to manage the new G*? They don't seem to do too well in areas outside their core competency of CDMA intellectual property and CDMA chips -- see infrastructure, handsets, NetZero investment, Wireless Knowledge...> Kyros, you forgot OmniTRACS, Eudora, Leap Wireless International [before spinoff]. Pretty good all round. WK is a startup, so one shouldn't expect anything until they have designed their systems and get going selling. NetZero was a bad investment [so far] rather than an example of being unable to run a company outside their core competence. The closest parallel to Globalstar is OmniTRACS, a total winner in a competitive market which defeated the competitors. To do as well as they did in handsets was an amazing achievement. They succeeded where the great Motorola failed. Motorola couldn't get a handset on the market for Hong Kong, but Q! did. Then went on and ran a very successful handset business, which was sold at a good profit. The handsets remained QUALCOMM branded although Kyocera was the producer. I could manage Globalstar myself, with a web page and Q! producing the handsets to be delivered to my customers. I'm sure Q! could do it even better. Mqurice