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To: Valueman who wrote (4836)	11/5/1998 4:23:00 PM
From: Paul Berliner	Read Replies (3) \| Respond to of 10852

More trouble ahead for GlobalStar? A once every 33 years meteoroid storm that is due near earth Nov. 17 poses a threat to all satellites: www-space.arc.nasa.gov for more info see nasa.gov

To: Valueman who wrote (4836)	11/5/1998 7:38:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 10852

Valueman: Continuing the comparison between a T and ALA acquisition, I like much better ALA's market position in Europe. Together with Siemens, it has maintained a stranglehold on the telephone switching equipment market in Europe, in spite of NT and LU's efforts to break into this market. By comparison, T is suffering the slow death of the thousand cuts. In addition to MCI/WCOM and FON's competition, all the new fiber-oriented companies (QWST, LVLT, ...) are poised to take more of its long-distance market, with the RBOCS ready to pounce on the long-distance market as soon as they get the green light from the FCC. In the meantime, T will have spend enormous sums of money to upgrade TCI's cable plant, and make a go at cable telephony, which is a very iffy proposition, given its lack of reliability under power outages. Looming over the horizon will also be the competition of wireless operators offering the complete package of data, telephony and mobility. So, if LOR ever sells out to T, I will not consider for a second holding T shares. On the other hand, ALA has much better prospects, particularly since it is blessed by having Siemens as its major European competitor. Best regards, Bernard Levy PS: if you are still following Starburst, its founder and CTO, Kenneth Miller just wrote a book on multicasting. The book makes the topic quite accessible, and describes multicasting implementations involving satellites, as well as other architectures.