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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Ilaine who wrote (7688)	8/24/2001 9:50:40 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

CB, 15 billion minutes x 50c per minute = $7 billion per year revenue. The capital cost of Globalstar was $5 billion [including all the gateways]. Operating costs are low compared with those figures. You can't understand that they would make money at that price? I don't think you want to understand so, I'm not going to bother explaining the rest to you. How big is the market for high quality [there is a qualitative difference between Globalstar and all others], convenient, zero latency satphone service at 20c or 50c a minute? It hasn't been tested so you don't know. You made a superficial analysis and missed the key point [that they didn't change their strategy]. Suit yourself, Mqurice

To: Ilaine who wrote (7688)	8/24/2001 9:58:56 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

CB, <the reason G is failing is because there simply isn't a big enough market for mobile GEO sat phones to make the business profitable - not the first go-round.* > I just realized you are going on about geo services. I take it you understand there is a latency difference, path diversity and quality difference... oh, what the heck... yes, yes, too many geological phones...those geological phones will work well in mobile applications with fast fade. Mq

To: Ilaine who wrote (7688)	8/24/2001 10:00:19 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

<Most globe-trotters can use their cell phones where ever they go.> Not true, but suit yourself. Mq