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: djane who wrote (3840)	4/11/1999 2:11:00 PM
From: SafetyAgentMan	Respond to of 29987

The link below will take you to the C.E. Unterberg Towbin satellite research page. I was very surprised to see they were still projecting a 12/99 price target of $36 for I, but only $26 for G. unterberg.com

To: djane who wrote (3840)	4/11/1999 3:41:00 PM
From: Sawtooth	Read Replies (2) \| Respond to of 29987

<<7. G* as Y2K play. 3rd World telecoms/govts/corporations/elites will buy lots of MSS handsets (G* 10X lower cost than I) for Y2K insurance. My theory is that they will come to depend on MSS due to higher reliability than existing landline and cell coverage/gaps.>> Djane: I've always considered this a key opportunity for G and darn well hope they can get the system implemented to capitalize on it. Organizations are getting into full swing on Y2K contingency/business continuity planning. An excellent PR opp, too. ...Tim Nice summary, thanks.

To: djane who wrote (3840)	4/12/1999 1:08:00 PM
From: Rocket Scientist	Read Replies (2) \| Respond to of 29987

Djane, thanks once again for the informative posts; regarding a couple of points on your analysis, you wrote: <3. Rural fixed telephony. No competition from fiber. 3/31/99 ING report said service providers estimate 25% fixed phone booth ratio.> I think the big competitor here for G* will not be fiber, but geo sats ; if the ground terminal is fixed, geos will be much cheaper for this kind of service and, almost by definition most rural telephony users won't care much about latency. <7. G* as Y2K play. 3rd World telecoms/govts/corporations/elites will buy lots of MSS handsets (G* 10X lower cost than I) for Y2K insurance. My theory is that they will come to depend on MSS due to higher reliability than existing landline and cell coverage/gaps.> I' don't think G will benefit much from Y2K: it only expects to have 135K user terminals buit, and I suspect that's a best case scenario. Regards, RS