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

To: Jeff Vayda who wrote (3477)	3/17/1999 5:03:00 PM
From: djane	Respond to of 29987

Jeff, you make good points. I believe (obviously or I wouldn't be here) that the market misunderstands G* (lumped together with I, market demand, fiber concerns) and, as others have analyzed, the discount factors are too high. I'm hoping to buy two more traunches (good word, heh) due to nervousness over I, general market weakness or a launch failure (god forbid). So, the quiet strategy (other than the 2 recent CCs in late Feb with many illuminating details) doesn't really concern me until mid-summer or so. Lots of press releases now without stock moves could mean less credibility in the future when good news is announced. But, you could be right about educating customers (especially potential I* customers who should just wait 6 months) about the joys of G* :-) djane

To: Jeff Vayda who wrote (3477)	3/18/1999 12:06:00 AM
From: JMD	Read Replies (1) \| Respond to of 29987

Jeff, re: I would take exception to your apparent approval of past BS/Loral/G* 'stealth strategy'. I think that has been a major failure in the past. Nature abhors a vacuum, and the systematic silence by BS et al has created the vacuum - which was nicely filled by partisan politics and other junk. Man have I wrestled with this one! Readware and I got into a helluva twist over Bernard's refusal to pick up the PR train. {I had received information about an analyst's meeting at which one of the Ivy League, braced, tasseled, and totally clueless analysts asked Mr. Schwartz a question that bespoke complete ignorance of rockets, satellites, telephony, and generally everything that LOR/G* is about: BS cut him off at the knees} Well, here's my current take. I think BS was right for the wrong reasons. If he had gotten way out in front of the hype, the Zenit fiasco would have been even worse. Further, now that I* has laid a PR egg after a zillion dollars in PR, "laying low" looks pretty damn good. There is NO WAY Mr. Schwartz and crew aren't watching the I* disaster second by second. His plan will be to DELIVER service to the customer and let quality spread by word of mouth. Right now, it's time for the LOR/G* engineers to lift the heavy load; the time for Madison Avenue is long gone. I* killed it. Meantime, the fall-out effect on G* stock has created the buying opportunity of a lifetime. This thing is being offered for a song. I'm in, again, big time. Mike Doyle