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To: djane who wrote (4978)	6/1/1999 11:20:00 AM
From: Rocket Scientist	Read Replies (1) \| Respond to of 29987

Anybody know what's up (down) with ICOGF today? It's off 30+%.

To: djane who wrote (4978)	6/1/1999 4:09:00 PM
From: John Stichnoth	Respond to of 29987

<do you think G* qualifies as a "disruptive" technology?> My two cents: The disruptive technology is QCOM's CDMA. G* will participate in the CDMA-led disruption, as G* is the satellite extension of that cellular technology, representing base-stations in space.--JMO

To: djane who wrote (4978)	6/2/1999 2:49:00 PM
From: Rajala	Read Replies (1) \| Respond to of 29987

>Maurice/all, do you think G* qualifies as a "disruptive" technology? >see below) >... Since I was asked (I belong to the group "all") I had a look on the criteria one by one: >What is a disruptive technology? In short, a disruptive technology >has the following traits: > >Is a less featured, sometimes cheaper, version of an existing >technology Undecided. Satellite phone is less featured OK (unless size is considred a feature) at least for the end user. Much more expensive though. >Redefines the parameters of performance measurement in an industry True for sat phones. While not reaching the normally required levels of conventional quality indicators sat phone is very handy when visiting the odd relative living in Antarctica. >Does not have a defined market at the time of introduction Not true. The market is quite clearly, well, limited. You have the oil drillers, CNN reporters, at least the newer ones who haven't got the Inmarsat yet, the half a dozen enthusiasts on the GSTRF thread and of course the higher management of G* related companies who get it whether they want it or not. >If adopted by existing players immediately, would require an >undermining of their existing product line Not true. If Ericsson produces a sat phone (which they were supposed to do by the way) the users of their existing mobiles couldn't care less. There is no contest here: where you can use terrestial mobile, terrestial mobile wins. >Often appears contrary to needs requested by customers, at >introduction Very true. Indeed very rarely do people require from their mobiles massive size and weight, huge power consumption, low call quality, indoor incapability, mind boggling cost and coverage on Mount Everest. >Creates a new market, which eventually grows to destroy the existing >technology market Not true. G* is not creating a new market as Inmarsat and I* are there already, more or less successfully (respectively). Two out of six (one draw). Conclusion: not disruptive technology. - rajala