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Technology Stocks : CDMA, Globalstar versus Iridium, Inmarsat, etc. -- Ignore unavailable to you. Want to Upgrade?

To: Don Limb who wrote (4)	4/18/1996 8:10:00 AM
From: Maurice Winn	Respond to of 381

Don, Qcom down heaps. Maybe you should put half your income tax refund in that. There seem to be satellite communications satellites breeding like rabbits, but still only a very few low earth orbit companies. Iridium and Globalstar seem to be the main contenders and both proceeding well. GSM versus CDMA. Star wars!

To: Don Limb who wrote (4)	11/25/1996 3:08:00 PM
From: Maurice Winn	Respond to of 381

Hi Don! I've rescued the Globalstar stream because the price hit $70 today! Not far away from the original guesses!! Dec 1996 $80 [design finalized] Dec 1997 $100 [initial launch] Dec 1998 $140 [full launching and commercial operation] Dec 1999 $180 or $200. [full operation, future system design] Maurice Here is an http to Loral stream, you can read about things there too. This post is from a guy who works there part-time. techstocks.com Nov 24 1996 Reply #418 to Eduardo. Eduardo, thanks for that and for tolerating my dig at you. I'm glad to see the walls are definite between the companies - I don't want GSTRF providing free services to other people, even if not sensitive - but they should have SOLD you the list and % shareholding. Iridium seems to me to be a good idea in some respects. For example, subscribers can just ignore local politicians and use their phones anywhere they damn like! It might make politicians angry. Too bad! Some of the politicians would be big enough and tough enough, like China, to demand compliance with their rules. Space based systems are less subject to war, insurrection, vandalism, flood, tsunami, earthquake and meteorite strikes. But overall, earth transmission is cheaper, quicker and better quality. The Iridium experience is a little like CDMA, a great idea, horribly complicated, but if it works, there are some real advantages. One drawback is electricity demand. They'll need bigger solar panels and batteries than Globalstar's bent pipe transmission system [bent pipe for readers means they simply send the signal straight back to earth without processing]. I suppose the first Iridium launch will be a prototype to test design work until now! Also to show investors they are on target and have a live system. Motorola is now planning their own CDMA based system. Iridium might fly, but I bet they don't expand or duplicate it. Iridium say they are on target, so they should be first by a year. But that won't make them all the money. Both Iridium and Globalstar will be at capacity. I don't think first to market will be too important. There is unsatisfied demand right now with money going into something else, which is a shame. But there is room for both. But one will be most cost-effective so it will go on as the role model for future expansion.

To: Don Limb who wrote (4)	4/13/1998 3:50:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 381

Hiya Don, Your post and this thread two years ago today! Doesn't time fly. A lot can happen - I hope the next couple of years is, ummm, more stable. I've had more ups and downs and turbulence than the rest of my life put together. With the amazing world of the Web arriving like an international Woodstock, consuming all in its path. Loral is way over your $20 sell price. Globalstar has gone through the roof on price. The drought has been and gone no doubt and is but a distant memory. My possum pelt providers company closed. I live in the 3D world now. But the Web swoops on like some gargantuan virus consuming and transforming all. Give me a few days and I'll be right back under control. I hope. Just keeping the old thread alive and saying howdy, how're y'all doin'?