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To: Rocket Scientist who wrote (3864)	4/12/1999 6:34:00 PM
From: Oliver Schonrock	Respond to of 29987

Rocket Scientist I agree with your evaluation that GEO Sats will be major competition for Phone booth business in the WOPPS. In fact ICO will be even more important as competition should they launch. They have already done a deal in India (mentioned way back on this thread somewhere) and their system costs lend themselves to this style of service. The reality is, GEO Sats will sound like this: "what do you think...?....OVER......chrrhhsgg click click....chhrtwehxcsj...... Well, I think....blah blah blah" MEO ICO Sats will be better but not good. So they probably are competition for G* in booth business, after all poor farmers can't be fussy. Marketing/Sales will determine the market share here. G* will kick butt in the slightly wealthier, out in the country, in house installation market. Not many people there will put up with ICO's inferior quality. Just IMHO of course. Oliver

To: Rocket Scientist who wrote (3864)	4/12/1999 11:48:00 PM
From: Drew Williams	Read Replies (2) \| Respond to of 29987

<< <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. >> Why do you think latency will not be an issue? I think once people get past the "talking dog" stage (what's special is that the dog talks, not what he says), latency will be a big issue. I saw part of an interview today on Good Morning America where Charlie Gibson was talking with someone in the general neighborhood of Yugoslavia. I saw the man on the other end answer Charlie's question, pause (at which point Charlie would ask another question), and then continue talking, getting animated and waving his hands in the air until he heard Charlie's question interrupt him. It looked like there was about a 2 second lag. It was very disconcerting.