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Technology Stocks : Motorola (MOT) -- Ignore unavailable to you. Want to Upgrade?

To: Diana R. Chambers who wrote (1022)	5/11/1998 11:05:00 PM
From: Time Traveler	Read Replies (1) \| Respond to of 3436

Motorola's PE is lousy but its revenue over price is very attractive, so does its capitalization. However, Its semiconductor business is skating on very thin profit margin; Its pager business faces an immanent write-off due to obsolescence; Its cellular phone still dwells on analog which has to evolve into the digital domain; Its Iridium project is already obsolete due to lack of bandwidth. Iridium when it was conceived was great, but due to recent advancement and market demand in network technology, this project is not going to contribute much to the ever growing telecommunication industry. Check out the previous few posts. Message 4151676 Message 4125907 Message 4111682 Message 4101645 Message 4101258 Message 4080320 Message 4066270 Message 4066218 Message 4052471 Message 4051066

To: Diana R. Chambers who wrote (1022)	5/11/1998 11:07:00 PM
From: HammerHead	Read Replies (1) \| Respond to of 3436

>>Any thoughts on the voice only aspect of Iridium?<< As I understand, it's phase one deployment. This is the quote from WSJ: "If it can successfully handle millions of calls after its commercial launch this September, Motorola could become a big manufacturer of satellite systems. That, in turn, could help it obtain the financing its needs for an even more ambitious $9 billion satellite network offering high-speed video conferencing and data services to corporate customers." That's why some investors favor GLOBALSTAR. But I* will start the service in September.

To: Diana R. Chambers who wrote (1022)	5/14/1998 7:02:00 PM
From: Dragonfly	Read Replies (1) \| Respond to of 3436

Globalstar is just as "voice only" as iridium. They both support data in a limited fashion just as cell phones do now. Teledesic and Cyberstar are the only data-oriented sat networks, and neither of them is designed for the mobile user. Mobile access to a sat is expensive as the antannae has to be much smaller so you can tote it around, and therefore, the sat must be much lower or broadcast at a much higher power. Its only practical for voice right now, unless you're willing to pay $1.00 or more a minute to send data. Dragonfly