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To: Drew Williams who wrote (1185)4/6/1999 10:50:00 PM
From: JGoren  Respond to of 5853
 
I would also think that the carrier partners, even if only limited partners, have probably had valuable input into structuring and marketing plan based on their experiences.



To: Drew Williams who wrote (1185)4/6/1999 11:16:00 PM
From: John Stichnoth  Read Replies (2) | Respond to of 5853
 
Drew, Thanks yours. I just spent an hour reading the globalstar 10K, and ended up saving it to read the rest tomorrow. I will note that it is probably the longest 10k I have ever seen!

I have been reading your postings on this thread, which convinced me that my initial reaction to the initial question--whither the future economics of satellites?--was wrong (my original post was negative). Also QCOM (although not the last few days--too much dross from the newcomers!), and today GSTRF some.

But, Drew, you didn't address my question--Will Globalstar be able to handle any kind of IP bandwidth? I haven't seen any indication of it on their website. Of course, I assume it will be able to handle data on the same basis as now seen for CDMA cellular--which I understand will be narrowband initially. It seems that wideband may await the second generation of satellites, due in 2005 or so. Is that your understanding?

Best,
JS