Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Robert Scott who wrote (3546)	3/21/1999 8:09:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 29987

<<Sorry, I don't understand what the article was trying to say. Perhaps you can explain. Thanks.>> Robert: Here are the key points that came out to me. Nothing too new. Things are being turned upside down in the telecom/datacom world, there will be much consolidation, it's dog eat dog, and bandwidth services (data pipes and capacity enhancement products) are hot-hot-hot (one reason I also like Ciena). ...Tim Key points: ...After more than a century of stable development, the structure of the telecoms value chain is undergoing total transformation ... happening in real time... ...Telecom is currently unique in the way it combines rapid and huge changes with the extent of their impact through an ever-growing global network of connectivity of people and processes...has erupted in the immense wave of corporate mergers and restructurings currently engulfing the telecoms industry... ...driving these profound changes are the demand for ever-increasing bandwidth to support data transmission and the mobile phone business, which has experienced staggering growth across the globe. These are becoming the cornerstones of the new industry... ...begs the question whether customers will be better served by companies offering only cellular operations or so-called "converged" companies which offer both fixed and mobile services with the economies of scale available from single billing and customer care... ...mobile networks may be the answer to the problem of the "local loop... ...satellite services to hand-held mobile phones (are) opening the prospect of communication from any point on the world's surface...has been intense speculation over the likely market and the number of operators who could profit from such ventures... operators' predictions may have been optimistic. ...there has been the beginning of a huge increase in the amount of bandwidth available in the world's networks, driven chiefly by the demands of the Internet...capacity of all of this newly installed fibre can be increased many times by a new technology, dense wavelength division multiplexing... ...For the most part...these pipes will not carry conversations but data. Traditional telecoms equipment manufacturers, with their strengths in analogue voice switching, are increasingly under threat from computer networking companies...explains the flurry of mergers and alliances with computer networking groups... ...foresee the survival of a group of operators including a handful of suppliers capable of transporting telecoms globally at ultra-low costs, a few full-service suppliers operating globally and a number of specialised network suppliers including (mobile phone operators). ...also predict the emergence and survival of rather larger numbers of niche operators with specialist skills and market access and the ability to tolerate lower margins than the global suppliers...will mean significant (corporate) realignments... even the largest are vulnerable and none can afford to rest on its laurels.