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

To: Jim Parkinson who wrote (3628)	3/29/1999 4:19:00 PM
From: jim black	Read Replies (1) \| Respond to of 29987

Just doesn't click for me...Cable service is terrible everywhere I've ever had it. RBOC's just don't seem to have incentive or money or vision to move to xDSL( at least where I live in Seattle) and WCOM, T, and GBLX are not beating a path to my door for wideband access. Sorry but I for one do not think satellite is dead as your 1% seems to suggest. Jim Black

To: Jim Parkinson who wrote (3628)	3/29/1999 6:21:00 PM
From: Dragonfly	Respond to of 29987

The build out of wireless and fiber infrastructure will have reduced world demand for satellites, particularly in the developed world by more than half in the next 5 years. I don't think that Mr Schwartz, or anybody else for that matter, ever expected fiber or cellular to build out as fast as it has just in the last year. I think what you have to look at here are the relative costs. Its cheaper for G* to buildout its network because its "cell towers" are very very high! They handle a lot of calls. If you compare this to fiber-- there is no "last mile" solution for fiber that is digital-- in remote areas you're lucky to get analog cellular at $0.60 a minute. Secondly, most of the world isn't developed, but is developing. Developing countries will not be building out traditional cellular fast enough to cover all the remote areas that Globalstart and Iridium will. Thirdly, it is very expensive to lay fiber across the pacific or atlantic oceans. The cost of GEOs to cover the same area is relatively cheaper, therefore, as global data traffic explodes (which it is) there will be more than enough businesses for intercontanental fiber and sat communications providers. In fact, it will be a race between them for a decade or two until the bandwidth needs of the world stabilize (I have no idea what might caus them to stabilize) and even if transcontinental fiber wins out, the satallite business will have grown tremendously from where it is now before it "looses." Dragonfly