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

To: Geoff Goodfellow who wrote (4024)	4/21/1999 1:20:00 PM
From: Jeff Vayda	Read Replies (2) \| Respond to of 29987

Geoff: Try this spot for some nice numbers for MSS and satellite data overview. mckinseyquarterly.com Does not go down to individual markets but it is compelling. Jeff Vayda

To: Geoff Goodfellow who wrote (4024)	4/21/1999 1:27:00 PM
From: djane	Respond to of 29987

Geoff, as with any investment, the demand question will always be there. mmeggs did a good job. Hell, Dell has been the best investment of the 1990s and every quarter someone says they can't keep up the growth rate/PCs are dead. Jeez, this is a tough thread. I don't see the Internut threads focusing on year 2002 earnings (because there won't be any) or the fiber threads analyzing dark fiber capabilities down to the Ph.D. minutia as on the G* thread (hey, I've been loving' the tutorial -- don't get me wrong). It is mid-4/99, I* is stumbling (as the smart money (i.e., GE/Soros) expected), and G* starts rolling out its service in 9-10/99. I* with its $1.40/minute breakeven has always been aimed at a different market. In an article I posted last night, it stated that China has a 1-2% cellular penetration rate. G* system can be filled by China alone in the next 3-4 years. I'm with Maurice -- bring on the G-2 2nd generation system. djane P.S. I also appreciate the info/opinions you bring to the thread.