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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Don S.Boller who wrote (667)	8/20/1998 7:24:00 PM
From: Bernard Levy	Respond to of 5853

zebraspot: The bent-pipe system rolled out by GSTRF is low-cost and simple, compared to IRIDF which has electronic satellite to satellite switching. Because all the processing for GSTRF takes pace on earth-based gateways, it will be easier to perform upgrades or repairs on GSTRF's system. A question you might want to examine is whether to invest in GSTRF, which is a ''pure play'' in satellite telephony, or in LOR, which owns 40% of GSTRF, but is more diversified. For example, Cyberstar (and Skybridge, the joint venture of ALA and LOR) gives you exposure to data by satellite through LOR. Given that the lifespan of the first Globalstar constellation will be 5 to 7 years, LOR may be more attractive as a very long term (buy and hold forever) investment. Best regards, Bernard Levy