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This makes me wonder whether the 'license' deal between GTEM and Trimax is as watertight in favour of GTEM as we are led believe.
People mention Uli has a vested interest in seeing GTEM succeed - because of his GTEM stakeholding (which is true)...BUT what if Uli writes off his loss with GTEM (NOW) , and goes it alone with Trimax (for possibly BIGGER returns). He's only got to tap Huff and get him onboard to establish the 'Operator' business element all over again.
Wasn't Huffy, Peraltas best buddy?
schnizzle
by this then I assume the Hotzone 4000 has QoS support capabilities (in order to qualify for the CWID 07 trial). This is good news in terms of HZ functionality
I had a concern (see my post 75392) that Uli (TM series) Trimax kit might have had QoS support capabilities making it superior to Hotzone 4000 range.
schnizzle
undoubtedly...convincing
Sumitomo Corporation
and
Baring Vostok Capital Partners
to invest in your company doesn't come off the back off a cigarette packet Business PLan.
All the better if you csn get someone else to right it. I am NOT suggesting Enforta did that, but it's certainly feasible Internafta played that game
schnizzle
read the faqs section:-
http://en.enforta.com/all/faq#2
Looks like No Mas Cables is on to a winner in Mexico then given that the business model is obviously right for Russia!
Thanks for the DD Mr Sims
schnizzle
Here we go again!
another hack (with impeccable timing I hasten to add) dissing the dirt on little'ol GTEM.
Who gives a flying **** about Russia anyway...that's history.
The future is Mexico and possible deals with the US Mil/Homeland Security.
I AINT sellin
schnizzle
risk_it - would you mind looking into your crystal ball and please advise me what your crystal ball says I should do with my GTEM shares.
The whole point of the SEC investigation was to ensure that GTEM filings and asset valuations et al are above board, so at the moment you cant really say that Uli stands to gain EVERYTHING at 'shareholders' expense
Can you?
schnizzle
hhhm...GlobeTel Communications Corp. (Pink Sheets: GTEM) announced that it is "overseeing its contractor as it finalizes HotZone installations"
Who is the 'contractor' - Is it Trimax??
PLUS
Barry Read (Sanswire) states "revealing to our sponsor and..." - Raytheon perhaps!!
schnizzle
sirius...IMO GTEM is the solution that Raytheon are looking for. They offer the promise of the aerial platform, plus the comms integration capability into the military 'net'.
Raytheon are the established prime contractor to the US Military organisations, well proven with their sensing and RADAR technologies (as are LM)..BUT GTEM have something Raytheon 'need' to enable them (as prime contractor) to offer the End to end solution to the US Mil.
It's a win win for GTEM ...provided they can launch the Skysat to 15000 feet. Don't forget also that the US Military are also looking at 'long range' RFID technology to sense 'assets' (hardware/human) on the battlefield via WiFi access networks (possibly..hhmm Hotzone maybe!)...something else Raytheon are involved with!
schnizzle
IMO It's NOT just about the airship platform...it's about the INTEGRATED SOLUTION.
Think about it...Raytheon may well be able to bolt on their (I)SAR kit. But once you have acquired the information (i.e done the digital signal processing), how do you get the 'useful' info down to the command centre?
The answer is a 'crypto' link either over Hotzone WiFI or IRIDIUM. Personally I think IRIDIUM is going to be more cost effective for 'command and control' backup
Ask yourself, out of all the other LTA demonstrators, who actually has the Integrated 'Comms Solution' that GTEM (thru Sanswire and Hotzone) COULD provide
schnizzle
I don't think so....
Both SAR and ISAR have the same underlying theory, the main difference is the geometry configuration. In SAR imaging, the radar is flying in the space, and the object
is stationary, while in ISAR imaging, the object is moving and the radar is stationary. But only the relative movement between the object and the radar is important.
may I kindly refer to you the following wiki site:-
http://en.wikipedia.org/wiki/Inverse_synthetic_aperture_radar
schnizzle
Mr Allan
Raytheon also develop things as well..for instance SAR remote sensing:- see this link:-
http://integrator.hanscom.af.mil/2007/April/04122007/04122007-21.htm
By the way, I happen to think that "As SAR comes of age, the platform of choice may be a Sanswire Stratellite" Hence IMO that's why Raytheon attended the Palmdale demo
schnizzle
Mide
Well if the Centeline switch wasn't carrying VoIP traffic, then what was it carrying? Transporting the 'international' part of a voice call over TDM (time division multiplex) links is no where near as cost effective as IP
schnizzle
True I agree sirius...if Bleckman is true to his word.
It is possible GTEM have done a deal with Global Crossing using their VoIP suite of Product such as:-
http://www.globalcrossing.com/carrier/carrier_voip.aspx
Using Global Crossing products can completely negate the need for the Centerline switch (but there is a Profit/Loss margin issue to consider).
Centerline as far as GTEM running the operation goes is out the equation (we lead to believe). However it is feasible to suggest that a buyer for Centerline takes over the operation (bit like Magic Money eh!) and still gives GTEM preferrential access - i.e the divested Centerline facilities still continue to 'terminate' VozBrazil originating calls
schnizzle
siriusly...
If VozBrazil was using GTEM' Wireless Hotzone Network I would agree...but unfortunately GTEM do NOT have a Wireless access footprint in Brazil. VozBrazil was breaking calls out of the PTT's International Gateway exchange (probably in San Paulo) and routing the 'international' part of the call over it's own IP pipe into Centerline (this constitutes a VoIP connection)
However, in Mexico things will be different! The GTEM Wireless network will establish End User IP connectivity over Wifi Radio Access. So anybody using 'skype' on their NoMasCable 'wirelessly connected' laptop is effectively using VoIP (in the access network, which is different to VozBrazil).
So basically what I am saying is VoIP is a 'generic' marketing term. It is where VoIP is applied that is the key! The VoIP division may well be alive and kicking as they say. But VoIP as far as VozBrazil is concerned, given it's dependancy on Centerline is gone (IMO)
schnizzle
"Serious investors who have performed extensive DD should always feel comfortable with their investment rationale. We happen to share a difference of opinion"
So from the above I take it you are a GTEM investor then, we just have a difference of opinion! I now understand, as a fellow shareholder you were just venting your 'frustration'.
Well I feel the same sometimes, but what I can tell you my friend is I believe VozBrazil...is history. As you know from your own DD, the VozBrazil proposition basically amounted to re-selling minutes...routing those minutes to/from the US through Centerline. Now we all know GTEM are winding Centerline down don't we.
IMO, my fellow shareholder, I believe the success of this company in the immediate term is dependant on the success of the GTEM Wireless division and the 'confirmed' NMC tie-up with Peralta. Of course, like you! I would like an update on the rollout and subscriber numbers, but I would hazard GTEM are keeping the subscriber numbers close to their chest for 'commercial reasons.
Don't expect an update on Sanswire either, till after the US Navy trial.
schnizzle
doc. keep calm, volume is low, and not indicative of a massive sell-off on some un-released news
More a ploy to get us to sell IMO
schnizzle
copain
Satellite TV is Broadcast from Satellites in Geo Synchronous orbit at 36000km (22000 miles) as you state.
However Low Earth Orbit (LEO) satellite constellations are deployed at between 300km - 1500km. LEO constellations support global broadband satellite networks (GBSN)
IRIDIUM and Globalstar are examples of GBSN 'Operators'. Remember the tethered strat test back at Edwards several months back and mention of the Iridium kit on board.
Here's a nice link on Iridium http://www.remotesatellite.com/iridium.php
If you think about this - Iridium link provides an 'alternative' Broadband based 'backhaul connection' to terrestrial WiMAX - enabling a single strat to be deployed completly autonomously from ground based infrastructure. Ideal in a military scenario perhaps!!
schnizzle
nerd...by advanced services I mean..
Support for IP Layer Differentiated services (Google diffserv, Application Driven QoS). Put simply, Hotzone support for IP Advanced Services allows the IP packet header to be 'marked' with different 'forwarding' priority - forwarding packets through a network with differing latency (delay). This would enable an operator (like NMC) to efficiently offer Applications such as Video On Demand (VoD), IPTV, Carrier Class VoIP (and I don't mean MSN peer to peer VoIP), and of course DECT, alongside 'best effort' web browsing.
DECT traffic over IP would be routed through the GTEM Access Network with less delay than 'best effort' Web Browsing traffic. IPTV traffic would be routed with least delay. Doing this is more bandwidth efficient in the WiMAX 'backhaul' network
schnizzle
Mr Burk
a very succinct email you put together - and you may well be on the money with regards the speculation. I think we both agree the tie up is a mutual marriage of convenience.
If the NMC tie up delivers then everyone is happy - if it doesn't then the marriage may end in divorce. What would Uli do if a.n.other entity stepped in with big bucks to buy him out?
Good luck
schnizzle (Mr)
yes Nerd I do - or at least I did when I held my position in FLEX. I can also tell you Ericsson have a massive manufacturing, and logistics supply chain deal with them for a major % of their basestation and handset manufacture!
I think you missed my point...I couldn't care less who manufactures the Hotzone 4010s for us - it has been stated here timeover that GTEM owns the IPR to this kit.
My concern is:-
1. what 'exclusivety' do we have over use of the 'next gen' Trimax kit Uli now develops.
2. Will the 4010s be developed to provide the 'Advanced Services' type functionality I cited in my earlier mail. Okay we don't need this functionality from Day One for No Mas cables, but has Uli cornered this functionality for his own branded kit? What will happen if the GTEM/Trimax relationship turns sour?
3. Finally put your self in the shoes of the US Navy 'Procurement Office' after Trimax do the 'Hotzone' presentation. Are they going to want to buy Hotzone 4010s with 'x' capabilities or will they want to buy Trimax Units with 'xxx' capabilities. Where will that leave GTEM exactly?
Answers to any of the above will be greatly appreciated
schnizzle
precisely my point! who the hell is who, marketing what? and who owns what going forward!
As a GTEM shareholder I'd like to know what % of this fragmenting company I do/do not own! I am all for the NMC deployment and development of S2..Skysat etc. But once the revenues start to grow am I as a shareholder going to see a return?
Magic Money is gone (and what a gem that could have been), Globetel Wireless is a big question mark in terms of what the first gen Hotzones can actually do versus Trimax 'Uli owned' kit, exclusivety rights, IPR etc. I mean the only value left to me seems to be a tethered S2 (with no confirmed takers) and an un-deployed Mexican JV, in 'soft launch' mode.
IMO, us GTEM 'longs' could still be left holding a worthless 'glass hammer' and a bag of 'lead nails', whilst Uli, Gotham and everyone else bar 'GTEM' clean up!
I don't like gentlemans clubs and funny handshakes - give me the cold facts anyday. This 10k is long overdue, and perhaps the SEC is doing us all a favor afterall!
HHmm! schnizzle
Not beyond the realms of possibility....a few other issues 'bother me' as well, namely:-
1. why is it the Hotzone demo to the US Navy being presented by Uli is under the Trimax banner and NOT GTEM.
2. Could it be that once the SEC investigation is over and NMC start producing some revenue, that one of Uli' companies (this time Trimax) will be 'acquired' for stock by GTEM (provided the PPS jumps on the NMC rollout)
IMO I think there are only a few 'gentlemans' agreements holding this lot together
schnizzle
Miguellara
I raised this point, not as a basher (I am long on this stock), but as someone who knows about 'Advanced Services' and what this means at the IP 'packet layer' in terms of Differentiated Services and IP Quality of Service using the ToS 'bit' in the IP Header.
Put simply, support for IP Advanced Services allows the IP packet header to be 'marked' with different 'forwarding' priority - forwarding packets through a network with differing latency (delay). This would enable an operator (like NMC) to efficiently offer Applications such as Video On Demand (VoD), IPTV, Carrier Class VoIP (and I don't mean MSN peer to peer VoIP), and of course DECT, alongside 'best effort' web browsing.
IP packets can be marked at the core edge or even better in the access network (i.e Hotzone Basestation). If the Hotzone 4010s support Advanced Services, then I am happy, as this means applications with differing latency needs (such as IPTV) can be supported on the infrastructure from day one, and prioritised accordingly as they are routed thru the 'relay' Hotzones and WiMAX 'backhaul'.
Without this capability, the entire Access Network needs to be dimensioned with much more bandwidth to support the 'greedier' applications (like VoD and IPTV) - bearing in mind that best effort browsing packets will get treated the same as IPTV packets, which wastes bandwidth. My concern is the Hotzone 4010s lack any support for IP Advanced Services, whereas Uli's own 'next gen' Trimax kit has this capability. If I was NMC, I know what kit I would want!
schnizzle
miguellara
what is the exact position with Trimax' other products. IMO they are not subject to any exclusivety with Globetel.
My main concern is what should happen if the cosy relationship between Khoury (GTEM) and Altvater (Trimax) turns sour. Afterall there is nothing to stop Uli as an entirely separate company entity sourcing his next generation 're-badged Hotzone kit' to any other takers (competing WiFi Operators).
I have a concern , that whilst GTEM has rights to the Hotzone 4010s, these units may be inferior in terms of hardware and functionality compared to the Trimax Product Line which Uli has for himself.
schnizzle
I think what your saying coasti is whilst Globetel has the exclusivety deal with Altvater for '1st generation' Hotzone 4010s...we are 'shafted' with regards to any kind of excusivety over use of the superior 'next generation' Trimax 5010s.
Am I right on that?
schnizzle
IMO the PPS will stay where it is until the SEC investigation is concluded. Once the SEC is finished with us, and provided the outcome amounts to only a slap on the wrist, then I think we will see some real upside
schnizzle
My guess is NMC will be planning their Hotzone rollout much as a Mobile Operator does. The process usually involves:-
1. Marketing identify areas requiring coverage to reach subscribers
2. Radio Planning Engineers use RF Coverage Prediction Tools, to predict Radio Coverage which factor in terrain, urban clutter, morphology to identify candidate basestation locations in the marketing target area. Take a look at Aircom International http://www.aircominternational.com/ who are well established with GSM/UMTS/WiMAX Prediction
3. The Prediction tool can also be backed up by field trial surveys, whereby a temporary basestation is erected and a mobile vehicle takes actual signal readings in the target area.
4. Prediction tool will also help to determine the number of basestations required to fulfill the coverage objective and also perform frequency interference analysis - for channel re-use. However addtional factors such as 'network capacity' need to be considered
5. Once site is acquired, basestation is deployed - but then the backhaul connection to the network (BRAS) is required. I assume NMC are licenced to use WiMAX backhaul to an Aggregation point (Edge Access Concentrator/Edge Router) or BRAS. If no WiMAX, then T1 leased lines or point to point microwave maybe required, which is ususally longer lead time (and most likely more expensive).
My hope is NMC are licenced to use WiMAX - as this will facilitate speedy integration of the hotzones. Like I said previously Hotzone shipping is not the same as Hotzone Integration. Most certainly the marketing guys will be doing their job, but my guess is they'll wait till the Hotzone's are integrated before going for the big marketing push in a given area. The marketing strategy is likely to be a bit more softer - i.e NMC have arrived and will be covering x,y,z areas in Q2 2007 etc.
Who knows - but that's IMO.
schnizzle
Today's announcement is good news, confirming the wheels are in motion...although we should be cautious that further uptake of subscribers (Increasing Revenue) is taking place, .
The PR only states that..
83 HotZone 4010 devices and accompanying antennae
were shipped to the Company’s No Mas Cables de Mexico (NMC) joint venture. The equipment is being used to extend NMC’s wireless broadband network, envisioned to cover communities located between the city of Pachuca, State of Hidalgo, Mexico and Mexico City, Mexico.
The statement doesn't mention that the 83 Hotzone units have been successfully 'Deployed and Integrated' into the NMC Network - so until then the subscribers will have to wait to connect to the 'seamless wifi broadband “cloud.”'
schnizzle
quite Mide!!
I didn't invest in GTEM because of Huff or Joseph J. Monterosso...
but I did invest in the company because of the vision purported by the senior management executive of this company at the time (Huff et al).
As such, I still hope for a return on my investment in due course - afterall we are not Chapter 11 (yet, nor I hope likely)
What I cannot tolerate is a 'quiet' divestment of the assets at my (and other common shareholders) expense. I mean where do we exactly stand with the sale of Smart Money to Gotham Financial - what are the 'K' brothers upto here.
Afterall if you look at the big bank strategists 'eMoney' was going to be the next big thing. What exactly was Smart Money - have we given this to Gotham on the cheap, and what exactly is the benefit of this transaction to the bottom line? (for us shareholders)
Right now, (and I know we eagerly await the 10K), it appears that the company has squandered $millions of shareholder $$$$, reduced to a 3 member BoD, and most probably fired 90% of the staff.
Things at the BoD level are looking a bit too lean for me right now. I want to know that there is more intrinsic value in this company for 110 million shares outstanding, 70 hotzones units and a tethered S2.
The term 'shell' has been touted before - if we are really invested in a shell, then FRAUD has MOST DEFINITELY been committed.
It's about time this company came clean with us shareholders - (WARTS AND ALL!)
schnizzle
Sin
Do not forget - Vodafone paid $973.4 million to Peralta back in 2001 for a 34% stake in Grupo Iusacell, for a subscriber base of 1.5 million users.
here is the link http://money.cnn.com/2001/01/06/europe/vodafone/
Forget your Mexican 'poor man, no money for broadband' basher argument - Vodafone paid $650 per sub for 34% ownership.
Now what is GTEM going to be worth for 49% of 250,000 subscribers...shall we say $1 Billion perhaps.
schnizzle
No way dude - Offer me $10 and I might consider it 'in a fit of madness'.
Successful deployment into Mexico and proven adoption by - say 1 million 'pre-pay' subscribers as an easily achievable estimate, will propel this company to the multi $Billion territory. At todays distribution that's at least $10 a pop.
Knock on my door at $30
schnizzle
From a radio perspective (the physics of tropospheric scatter come into play) the higher the Strat the better. This gives a larger coverage 'footprint' for the WiMAX backhaul needed from the terrestrial ground based Hotzone units.
Plus (and I am not an expert on the dynamics of airship design), but the strat at 65000ft is above weather systems than would otherwise be encountered at say 15000 feet. As a consequence I think there is a station keeping trade-off to be had depending on the operating height of the strat.
All said and done a comms platform at 15000 ft is one useful platform - but the cost model for doing it at this height as opposed to 65000 ft has to be considered
schnizzle
Time will tell, but we are not talking metal detectors strapped beneath the belly of SkySat, looking for buried arms caches.
Instead (IMO), the Sanswire SkySat will provide Raytheon (possibly) with an airborne platform onto which, a remote Ground Penetration Radar (GPR) SAR (small aperture radar)will be deployed. This will detect the buried arms caches (hhhmm Iraq maybe?)
In addition SkySAT no doubt, will also be carrying an array of comms (encrypted IP over Hotzone WiMAX possibly) and optics for the 'customer' - whoever that may be!!
schnizzle
Doc
The divestment of Centerline is not such a tragedy for Globetel Wireless operations moving forward..Centerline is NOT strategic to the deployment of Hotzone Netorks or integration with the Strat.
If you look at any telco, GTEM being no exception - 3 network segments need to fit together:-
1. Component 1 is Hotzone (one of GTEMs jewels) - this is the last mile enabling subscriber 'access' to the network - voice calls, wireless laptops etc. Competitors are the traditional fixed line broadband telcos, the catv companies and the cell phone companies through their GPRS networks. We know NO MAS is going after those areas which are poorly served by copper fixed line and GPRS (mobile data networks) coverage
2. Component 2 is the Strat (the 2nd GTEM jewel). In the longterm this will provide WiMAX Metro backhaul from designated Hotzone 'Hubsite' Basestations. In the meantime, without a Strat WiMAX backhaul link, then GTEM will either use their own 'terrestrial ground based WiMAX links (if licenced) or they will 'lease' bandwidth (e.g E1/T1 pipes) from incumbent aggregators/PTTs etc to transport 'Hotzone' access traffic to a designated 'Core' PoP site(s). Not having Strat from Day One is a disadvantage, but No MAS will no doubt have factored 'leased line' costs into their business model. Once Strat comes along. those leased line costs can be greatly reduced. With strat you get massive 'WiMAX' access coverage but also 'backhaul' from your Hotzones on the ground to the 'Core'
3. Component 3 is the IP Core 'Routing and Peering' with Globally connected 'IP transit providers'. This is where IP 'Peering' takes place to route the 'Hotzone' Dect over VoIP and www Internet traffic into the Tier 1 National PTT IP Core Network. Centerline was never critical for this - instead all No MAS originated traffic need only be dropped in the existing VPN de Mexico network. Cut out Centerline and you reduce Operating costs at the LA switch site. Network Management for No MAS can be provided by an expanded VPN de Mexico facility in country.
All in all Centerline (with it's poor profit margin) is NO great loss for us (IMO). I am very pleased GTEM are focussing on Hotzone and Sanswire. The Strat will eventually arrive that I have no doubt!
schnizzle
Michael Sands says, my corporation is grateful for Globetel settling our matter but I feel sad that many employees and vendors have not been paid.
and what business is it of his regarding who has or has NOT been paid..
Says one thing (IMO) - Sands is now on somebody elses Payroll to dis 'bad PR' on GTEM. LM, Hedgefunds who knows.
so transparent!
schnizzle
sin - I agree with your sentiments. I cannot believe the bashers on this board are dedicating so much airtime to this issue.
Sands is a 'non-entity' who obviously has an axe to grind against GTEM over non payment of alleged services rendered ($5k big deal).
I have absolutely no intention of giving up my bag of GTEM shares, as result of this dispute.
And as for Sands seizing S2 - what a load of bulls***. THAT IS NOT GOING TO HAPPEN.
Keep tight hold of those shares ya'll! Shorty is gonna get squeezed soon, once the SEC is done!
schnizzle
Rocky, given your knowledge in this area, what's your take on this latest move?
Do you think this is shrewd on GTEM's part or is it an indicator that the 'accredited investors' have us over a barrel?
schnizzle
nil...
From your last statement I deduce you are party to some privileged information, right?
In which case, is there anything you can share with this board to indicate either a positive or negative SEC outcome?
schnizzle
I feel an announcement on the SEC investigation is imminent
schnizzle
Nil..just think what GTEL could be worth if they pull No Mas Cables off
I remember Alamosa PCS was bought by Sprint Nextel for around $4billion not so long ago (1.5million subscribers)
It would be interesting to know what GTEL's valuation would be even with 250,000 subscribers in Mexico.
schnizzle