Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Loral Space & Communications -- Ignore unavailable to you. Want to Upgrade?

To: Valueman who wrote (2383)	3/31/1998 11:12:00 AM
From: Geoff	Read Replies (1) \| Respond to of 10852

Here are some Readware comments.... ======= Subject: Re: Shareholder Relations Date: Mon, Mar 30, 1998 12:49 EST From: Readware Message-id: <1998033017490800.MAA09275@ladder01.news.aol.com> The Company has formally denied the rumor to which you refer in today's COMMUNICATIONS DAILY (30 March 1998). There is no truth whatsoever to the rumor that there are difficulties with the G* four sats launched 14 February. They are operating "better than expected" (a direct quote). Subject: URL pages for Satcom Telephony Studies Date: Mon, Mar 30, 1998 23:21 EST From: Readware Message-id: <1998033104214900.XAA24074@ladder03.news.aol.com> For those interested, two URLs for numbers and projections by two respected consultancies on mobile satcom telephony demand by the year 2002: (1) OVUM (England): ovum.com (2) INGLEY (Washington DC): newspage.com These are webpages that give a precis (with numbers and forecasts) of the original studies that these firms conducted on satcom telephony demand. I have read and have the original studies. They will give shareholders of Globalstar a more balanced view to the New York Times article today since they contradict the Times article. There are also the studies by LESLIE TAYLOR ASSOCIATES in London, FROST AND SULLIVAN in San Francisco, and PRICE WATERHOUSE in Menlo Park. I am told these studies appear in condensed form in webpages, and can be found by using a search engine. The URLs I posted I have checked, and they are accurate. Readers of these posts then have 5 studies on the internet at which to look to contrast with the statements in today's New York Times. All these studies have higher numbers for Globalstar in the year 2002 than we have projected. LESLIE TAYLOR and PRICE WATERHOUSE have the most optimistic numbers for Mobile Satcom Telephony subscriber growth, with LESLIE TAYLOR seeing 14 million users of Mobile Satcom Telephony users by 2004. I have read and have these three studies. I do not believe anyone can say that PRICE WATERHOUSE had any monetary benefit in coming to the conclusions to which they did, conclusions which are favorable for G* shareholders. Iridium used BOOZE ALLEN & HAMILTON, which does not, I am told, have its study on the internet. Globalstar used MCKENZIE in Chicago, which also has not posted its study on the Internet. Neither of these studies have I read, although I have seen a summary of the BOOZE ALLEN & HAMILTON study. Seven independent studies exist that I have named (two with their URLs here posted) which come to the same conclusion about Mobile Satcom telephony demand by the year 2002. Readers may have these studies in mind when they attend the G* annual shareholder meeting. Cyberstar will be giving a presentation in Las Vegas next week at the National Association of Broadcasters conference. Bernard Schwartz will be the main speaker. Ming Louie from Globalstar Asia will be appearing at the China Telecommunications Conference in Washington in late April. That one I will be attedning.

To: Valueman who wrote (2383)	3/31/1998 1:06:00 PM
From: Dragonfly	Read Replies (2) \| Respond to of 10852

I read the Cyberstar website and I have to say its quite good. I was also very happy to read that the dish you buy this year for Cyberstar will not have to be replaced when they go to 2 way sat links. One thing I couldn't find was a date at which the LEO segment would likely be in place. Will it be there before 2002? Was this information in any of the analyst conferences that some of you have gone to? If its in place by 2000, then Cyberstar could render Teledesic obsolete. This would be much more significant than I's lead over G. But, that would mean a lot of launches starting next year, so I'm doubtful. Dragonfly PS: Has anyone gotten 1997 Annual reports from Loral or Globalstar?