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To: DWB who wrote (6115)	12/10/1997 11:44:00 PM
From: JMD	Read Replies (1) \| Respond to of 152472

Daniel, you and I last conversed on the LSI thread which we both recognized as inappropriate for a telecom debate. Thanks for jumping in here. Will again repeat: I ain't no basher and respect your views. But could you respond to my last LSI post, please? My interest is not academic--own enough QCOM and LOR to make my nose bleed. If you can tell me why my take on Ericy is wrong, I would very much appreciate hearing the reasoning. By way of suggestion, see Oppenheimer's satellite stock recommendations today: IRIDF hold, GSTRF buy. Lots of issues here--LEO vs. MEO vs. GEO--admittedly. But my take is that G* will be cheaper, massively cheaper, to make a phone call with. Simple, end of message. The reason is largely a result of MOT's engineering design solution which elected to have call hand-off 'bird to bird' vs. base station to bird to base station which permits dumb birds acting as essentially mirrors, thus fixes can take place on the ground rather than in the air (which as I understand it is essentially a non-starter) plus CDMA which greatly ( three times, 5 times, 8 times?) augments the communication capacity of each transponder. I am in a lonely area here because Readware thinks the demand for satellite telephony is so great that IRIDF will do quite nicely even with $3,000 handsets and $3-4/minute call charges. Not all these economics are related to GSM v. CDMA, but the bottom line is that with a $500 cell phone and somewhere around a $1.25/minute, I can subscribe to G* AND get internet/graphic data in the bargain. What am I missing? Regards, Mike Doyle

To: DWB who wrote (6115)	12/11/1997 12:39:00 AM
From: Caxton Rhodes	Respond to of 152472

Daniel, Liars being out of ericy may be a good thing, he's the guy that kept them from being a current player in cdma. Maybe he's getting the boot, or maybe he just sees what's coming, or maybe he's old and antiquated with a diminishing market share similar to GSM. You know I've missed being contradicted on everything I say, glad to see you again -"long ericy and loving it." RS&CO downgrade of Nokia and Ericy emphasizes the tie to subscriber growth to handset sales and thinks both have hence overestimated handset sales in '98. Interesting that they also claim that ericy can get into cdma handsets "at will" with their subsidiary making Globalstar handsets. Evidence shows that its tougher to get cdma handsets off the ground than either Mot or Nokia thought...I guess if ericy goes cdma, they better stick with qcom chips and it will cost 'em. Caxton