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Re: Madmonks post# 142655

Friday, 12/14/2012 11:25:29 PM

Friday, December 14, 2012 11:25:29 PM

Post# of 157300
I don't think I buy the Phipps ownership of Eastcor idea. I found a Forest Service contract earlier this year where GTC competed directly against Eastcor. I think David has many strengths and a close relationship with Eastcor, of course. But from observation I think he would not tend to produce a culture like Eastcor. Eastcor feels like a George Vojtech culture to me. Anita has background in secure satcomms as well. Eastcor also does business as ATS--Advanced Technology Solutions by the way, if you want to do more research on them. JMO.

If my theory that ground stations produce free ECN's that can be sold for high margin profit is correct, then failure to build ground stations reduces GTC revenue potential greatly. As does failure to sell tracker subscriptions. These may be the failures that account for GTC's underperformance as a profit center/funding source IMO. No slam to Mike Clark but these Wall Street types seem to underestimate how long it takes to do stuff in this arena IMO. THAT is another big disservice to SH's I think. I hope we get the revenue picture sorted out on GTC. Thanks for putting pressure on it, MM. You can't help fix what you can't understand. With thanks, IJO

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