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

To: Sawtooth who wrote (3588)	3/24/1999 10:42:00 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 29987

MARKET WILL SUPPORT ONLY ONE GLOBAL MOBILE TELEPHONY SUPPLIER (thanks to Phillips Telecom) The worldwide market for global mobile satellite telephony will only support one provider, attendees at the Space Technology Business '99 Conference in Washington heard today. However, the emerging market for launch providers is the low-Earth-orbit (LEO) satellite sector favored by those satellite telephone system operators. The global market will be big enough only to support one Big LEO operator, said Carissa Bryce Christensen, division director/technical management for Futron Corp. Christensen stressed that her market assumptions are based on Big LEO operators achieving full profitability of 30 percent to 35 percent. That means that of the systems currently planned: Iridium LLC [IRID], Globalstar L.P. [GSTRF] and ICO Global Communications [ICOGF], only one will survive. Marco Caceres, senior analyst for The Teal Group, forecast mobile satellites will make up 44 percent of all satellites launched by 2008, with a market value of $8.2 billion - 16.5 percent of the industry's total value. Caceres said there will not be another peak in the telecommunications sector for another 14 years to 15 years. "This includes conventional television, and if the technology is still around, no growth is forecasted until after 2010," he said. DirecTv Inc. [GMH] will contribute $11.4 billion to the market's total value, he added. "About half of the total market demand in terms of value will come from North America," Caceres said. Even so, analysts think the truly profitable time for space ventures has yet to come. Caceres believes that the market will truly become commercial when reusable launch vehicles bring launch prices down to around $500 per pound from the current $10,000 per pound. This drop in launch price also may stimulate expansion in the space industry, such as university research satellites.

To: Sawtooth who wrote (3588)	3/24/1999 1:37:00 PM
From: djane	Read Replies (7) \| Respond to of 29987

Tim, just think if CNBC (owned by GE -- one of the largest G* owners) ran a couple stories about GSTRF using the First Boston earnings estimates! The theme could be the next big "Internet" type play. They could trot out analysts (after their brokerages have established large positions of course) to discuss the gross margins (similar to EBAY), partners with VOD/ATI (largest cell providers in the world), huge potential Chinese subscribers, and #1 mobile telephone satellite play (first mover advantage). What a nice fantasy. Maybe we should write the script and send it to CNBC in 12/99 after the launches are completed :-) djane