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


To: pcstel who wrote (27829)5/23/2010 6:41:27 AM
From: Maurice Winn1 Recommendation  Read Replies (1) | Respond to of 29986
 
That is certainly valuable spectrum - $1 per pop per year. But it's trivial compared with the average annual cost of buying and using a mobile cyberspace device.

Fortunately, there is free wifi spectrum which is even cheaper, though interference can be annoying. There is broadband ADSL all over the place, and increasingly fibre, to do backhaul for the wifi. And with LTE more data can squeeze through the aether - vastly more than with GPRS and EDGE and much more than with CDMA.

Imagine having to pay $4 million per year just for spectrum to run a national wifi network in NZ - ouch.... that's a lot more than free. People have wifi already built in to their devices - they don't have Globalstar ATC already built in [though Apple could soon roll out such devices].

With devices increasingly able to use a variety of spectrum and perhaps to go hunting for the cheapest clear spectrum, having global harmonized spectrum will become less important. People don't care what frequency their device uses - they just want it to connect fast, and download fast, and for it to be cheap. They want a fat, fast, frugal, friction-free pipe.

In the terrestial world, having global harmonized spectrum was vital and that's one of the reasons GSM was so successful.

Just on p-----g, price elasticity doesn't mean everyone will buy everything if it's cheap enough - even Globalstar.

Mqurice



To: pcstel who wrote (27829)5/24/2010 8:31:50 AM
From: Jeff Vayda  Read Replies (1) | Respond to of 29986
 
pcstel: re "Open Range has remitted to us its initial down payment of $2 million. Open Range’s annual payments in the first six years of the agreement will range from approximately $0.6 million to up to $10.3 million, assuming it elects to use all of the licensed spectrum covered by the agreement.

So the Open Range deal is worth between .6 million and 10.3 million per year for using ~11Mhz of very rural spectrum covering 6.2 million POP's. "

What weighting factor do you add in for the fact that Open Range is owned by Thermal - which also owns G*?

I guess, spending your own money is still more impressive than spending someone else's, but I think they should not trumpet the deal quite so loudly with out some disclosure.