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To: JMD who wrote (2161)	3/10/1998 10:06:00 AM
From: ccryder	Read Replies (1) \| Respond to of 10852

MOT switching to CDMA is a big deal, IMO. With the smarts in the birds, I don't know if they really thought this thing through. The system enhancements achieved by a second generation of birds but with different signal encoding would seem to be an expensive proposition.

To: JMD who wrote (2161)	3/10/1998 11:11:00 AM
From: Jim Parkinson	Read Replies (2) \| Respond to of 10852

Morgan Stanley just issued coverage on Iridium as nuetral - "we believe the stock is fully valued." The analyst's biggest hangup is demand! He doesn't believe that it is as high as others have indicated. He mentions G* as a substantial competitor and discounts the fact that I* will be to market first. Reading between the lines, I felt he liked G* much better. If this guy is right, which I don't think he is, the demand for sat phones has been overstated. How much homework has he really done? He is from Wall Street so go figure. My money is on Readware and others in the field or who make a living watching this industry. BTW Mr A., all my eggs on essentially on L* & G* to with just a dash of Qcomm and Orbi for good measure.

To: JMD who wrote (2161)	3/11/1998 1:04:00 AM
From: Mr. Adrenaline	Respond to of 10852

Mike, I think that MOT using CDMA on 2nd generation of I* is a coup, but to comment on what it means from a technical point of view, I can't. CDMA and TDMA, and payloads in general, are not my area of expertise. Mr. A

To: JMD who wrote (2161)	3/11/1998 1:40:00 AM
From: dougjn	Read Replies (1) \| Respond to of 10852

Rubbish, me dear Mike, rubbish me boy. Why would any tasseled loafer personage prefer I* over G, once the G is up and running? (and there appears to only be a 4 month or so I head start.) G's handset is smaller. That me hardy is HUGE for the cost is no object boy-os. G's reception indoors and generally in any challenged situation should, by all indications, be considerably better. (CDMA mutlipath, variable power, and all that.) Big, very big with your typical S&P 500 CEO and CFO, I-banker, M&A attorney, and such lot. And, well, being lots cheaper to boot is not ENTIRELY objectionable either. Net, net: if demand is huge, I* will do well. If it is good, I* will soldier on. If it is moderate, I* will die a horrible, MOT debilitating death. Only if demand sucks the big one will G* not do well. In my always humble opinion. Doug