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To: Roy F who wrote (1050)1/31/2002 12:45:36 PM
From: Carol M. Morse
   of 6947
 
Thank you Roy and Bob for the information, just what I was looking for, and will continue to research....I'm a patient person and will be buying over time as you said, that's always been my best strategy. Your information confirms what my research was telling me, so thanks again!
Back to lurking,
CMM

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To: Carol M. Morse who wrote (1052)1/31/2002 1:36:00 PM
From: Roy F
   of 6947
 
Hi Carol,

No need to lurk. Share what you find, even if it's not new, the refresher will be good. I know that I often have different thoughts when I look at something a second time... might be stimulating.

Regards,

Roy

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To: Roy F who wrote (1053)2/1/2002 10:10:38 AM
From: robert b furman
   of 6947
 
Hi Carol,

Ditto on no need to lurk.

Roy and I have held this thread down for so long I think he's my brother.ggggg

Sector has brought in a rush of great energy and info.

So bookmark this little money maker and tell us hardcore/patient believers we're not crazy - would ya please!!hehehe

Bob

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To: robert b furman who wrote (1054)2/1/2002 10:27:30 AM
From: Roy F
   of 6947
 
LOL, Bob, you're too much, but actually just right.

I wonder if KVH can get 'hooked-up' here:

news.moneycentral.msn.com

Teledesic reaches satellite construction deal

February 01, 2002 10:05:00 AM ET

BELLEVUE, Wash., Feb 1 (Reuters) - Teledesic LLC said on Friday it has hired Italy's Alenia Spazio SpA to build satellites for its broadband satellite communications network.

Terms of the agreement with Alenia Spazio, a unit of Italian defense and engineering company Finmeccanica SpA , were not disclosed.

Teledesic, which is in the process of building its network, said the deal covers construction of its first two satellites, and it is negotiating with Alenia Spazio and other satellite manufacturers for the remainder.

The plan by Teledesic, which was founded by telecommunications pioneer Craig McCaw and Microsoft Corp. (MSFT) founder Bill Gates, calls for 30 satellites that will orbit Earth.

The first 12 satellites are expected to cost less than $1 billion and will allow the company to begin commercial service in several areas of the world.

The other 18 satellites will enable full global coverage capacity. REUTERS

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To: Roy F who wrote (1055)2/1/2002 11:18:32 AM
From: robert b furman
   of 6947
 
Hi Roy,

Well a little humor goes a long way as we addicted traders stare into this one eyed delivery system of data.gg
I've always had Teledesic as my favorite constellation - Gates and McCaw are successful visionaries of the highest order - on top of that they've got the capital to make anything they envision to work.

McCaw's genius to the wireless revolution was initial before the broad vision was accepted.Gates - well the rest is history.For these two guys to buddy up on a project that really is a leap frog event that will conquer "the last and more importantly the FINAL FRONTIER"is just plain exciting.

I think it speaks volumes that they are going outside the realm of American government control to implement the initial stage.That reads if you want us to spread around the wealth - here is how we are going to play.

It is my dream of the highest order to think of Martin being allowed to hang with this crowd.I may be a little tunnel visioned here, but I think his contribution to wireless communication "that is mobile" allows him to walk down the halls of success with anyone.We'll leave it to time to see if he can amass similar wealth for his visionary contributions.If he does -we do aswell.

Suffice it to say we're gonna be fishing on that Hatteras, as we watch Martin on Trac Vision, talking about the "mobile revolution" well before it's all over.

It sure will be grand twenty years from now when peolpe say if only I would have bought that KVHI back when nobody heard about it.You know the old IBM/Microsft wish stories.

Ah dreaming as the snow falls here in Wisconsin.I think maybe I better go jump in a snow bank, as the fever must be getting high.hehehe

There actually is good logic between the two getting hooked up.Gates has always wanted to be an ISP of sorts.If he gets the birds, he could well roll in KVHI. As the exclusive mobile ISP for North America - it could well become the first to offer video over voice to both the stationary market and at the same time be the first mobile provider as well.

Current internet networks can not do video overvoice - the technology exists and it is the next wave.I have been invested in SBSE for several years now, they have won many design wins which will incorporate the next upgrade build out to feature video over voice.The recent decline /consolidation of the communication network companies has caused a pushout of the upgrades.Rance Graham is a visionary,and early developer of the internet.His off the cuff visions of how the world's internet will evolve, are often the highlights of his quarterly webcasts

I really hadn't thought that perhaps the next wave of technology would leapfrog the ground network by a constellation in the sky.At some point the old ground network becomes a burden and a leap of technologu will rewrite the rules.Just as wireless in South America leaped over copper wires - so too might satellites with Fiber optic based technology jump over the established copper wires.

Outrageously exciting to think that Teledesic could also usher in the new level of technology AND INCLUDE MOBILITY WITH VIDEO OVER VOICE as just another capability with out it being an upgrade.

HUGE POSSIBILITIES unless I'm dreaming of course.Better go check out that snowbank huh.

Bob

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To: robert b furman who wrote (1056)2/1/2002 11:31:30 AM
From: Roy F
   of 6947
 
Hi Bob,

The possibilities do allow one to dream a little. Carol, are we getting out of hand? gg

Wisconsin? I didn't think you were a snow person... unless you're into ice fishing.

Roy

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To: Roy F who wrote (1057)2/1/2002 1:53:11 PM
From: robert b furman
   of 6947
 
Hi Roy,

I was raised in this winter wonderland.

Always thought the geese had it right to go south for the winter.

So I got there as fast as I could.

Up for a family health emergency - still very beautiful with the snowfall and my return ticket to Houston on Monday.hehehe

Bob

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To: Roy F who wrote (1057)2/1/2002 11:57:27 PM
From: Carol M. Morse
   of 6947
 
Thanks to both of you for the kind welcome! No, I don't think you are out of line in dreaming the big dream, it's good to be able to look at the "what if's". That is a lot of what I do when I'm investing. But, I admit forcing myself to have 1/2 of my portfolio in conservative investments (thank the gods for that), so I can't get completely carried away and blow it all when the balloon gets a hole in it and goes kareeming all over the place! I will try to contribute something worthwhile now and again, but I have mostly hung up my mouse for the time being. I only go online maybe once a week now, having gone back to making money the old fashioned way, by actually working! And, you know what, my business made the most money ever. In 1999 and 2000, I spent a lot more time online, and made much more money than working, but 2001 made me back into a workerbee, it's good to have more than one egg for those baskets.
Enough drivel,
CMM

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To: Carol M. Morse who wrote (1059)2/2/2002 10:05:02 AM
From: Sector Investor
   of 6947
 
Hi Carol,

Welcome to the board as a poster, even if it's only infrequent!

I posted this on Yahoo! this morning.

messages.yahoo.com

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To: Sector Investor who wrote (1060)2/2/2002 1:34:09 PM
From: Sector Investor
   of 6947
 
A couple more Yahoo! posts:

messages.yahoo.com

messages.yahoo.com

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