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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT -- Ignore unavailable to you. Want to Upgrade?

To: Joe Brown who wrote (3057)	2/22/1999 4:14:00 AM
From: Maurice Winn	Respond to of 29987

Teledesic vs Yahoo! Jack, it seems crazy that Teledesic can be built for about a third the market capitalisation of Yahoo! which costs little to build and little for customers to access and which holds customers by a thread. I know which I'd rather buy. Globalstar constellation 3 should be in a position to compete with Teledesic and voice is going to be vital to a successful WWeb from LEOs. Data and voice don't go together well according to Andrew Viterbi, so I don't know how Globalstar would fit WWeb in, but I suppose they can. It seems that Iridium is already in competitive trouble versus Globalstar and maybe Teledesic won't be much of a problem either. I don't see that a massive consolidation is necessary in the satellite industry and in the internet sector I think a fractalisation is more likely than consolidation though there will be plenty of consolidation [it already happens]. There will be a normal distribution of internet stocks with biggies like Yahoo! get billions of hits a day and this little thread getting 100 a day or something down to some websites getting 10 hits a year and all sorts in between. Most will be little. That's my theory anyway. Picking winners in the internet stocks hasn't attracted me yet. Maurice PS: Meanwhile, Quentin Hardy seems to have been given the word that Jacob's Patter is not all bull and maybe Ericy even is interested in talking seriously about buying Q! technology even though, according to Ericy, it doesn't work, is late to market, will collapse under load, won't get anywhere near the absurd capacity claims made for it and Ericy will deny customers their request for CDMA. The new boss of Ericy seems to be more agreeable to the Q! people who are happy to see whether some mutally beneficial arrangements are possible. Quentin and the Wall Street Journal seems to want to ensure he isn't left alone with Tero criticizing Q! and their CDMA while the rest of the world has adopted it. The Wall Street Journal must have lost some credibility in the past 3 years. Same as Ericy. Thanks Djane for the news items. All looking good.