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Technology Stocks : IRID - Iridium World Communications IPO Announced! -- Ignore unavailable to you. Want to Upgrade?

To: CJ who wrote (1086)	10/30/1998 1:28:00 PM
From: Jeff Vayda	Read Replies (1) \| Respond to of 2693

CJ: First, a disclaimer, I own and prefer Globalstar as a sat phone provider. Second, (IMO) MOT will gain more over time than I. Here is why. The feat of being the visionary of the sat phone systems and the technical lead getting a system up and on line is significant. People can say all they want about MOT loosing some luster due to marketing mis-steps. They may even point to I as an example. The point remains the system integration knowledge gained in this exercise can not be over stated. MOT was planning to do a satellite data constellation (Celestri) but has since made the move to join with Teledesic in their effort. MOT is teaming up with a number of other big concerns and the peg they are hanging their hat on is the system integration abilities they developed during I. So while I will out do MOT in the near term. The long term (3-5 yrs) MOT will do better than I*. MOT has been beaten down for some time and pending a few good market moves, MOT could see a large up side on the near term as well. Long term is my view point. I dont have the stomach or ability to try to manage a short term portfolio. Hope this helps in some small way. Jeff Vayda

To: CJ who wrote (1086)	10/30/1998 1:42:00 PM
From: Leon Chrisman	Read Replies (1) \| Respond to of 2693

Carol, I would think the bulk of the Satellites are produced except for maintenance replacements so I wouldn't think parts suppliers would be of much interest. Over 70 are in orbit now. Probably MOT is a major component supplier anyway. Now the other companies supplying handsets - last I heard they haven't produced enough to meet current demand and at $3000 each they don't sound like low margin products, do they? Who benefits the most? Although MOT has several times the stake in Iridium LLC as IRIDF has, for MOT it's but a small part of their bottom line while it's the entire bottom line for IRIDF. I thought the interview on CNBC was interesting - as usual CNBC had stale information about test results. Maybe Bill was just trying to provoke the Iridium CEO. Anyway, it sure is funny how any bad test results get reported far and wide but when they get things fixed and exceed their expectations no one pays attention or cares, or so it seems. Should be interesting times ahead for this stock. -------- Leon