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Iridium Communications Inc. Message Board

pcstel 17 posts  |  Last Activity: Apr 13, 2014 11:34 PM Member since: Jul 7, 1998
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  • Reply to

    Why The Rise--Chapter 2

    by dave2207z Apr 3, 2014 10:18 PM
    pcstel pcstel Apr 13, 2014 11:34 PM Flag

    Of course the 10% CAGR on EBITDA would not continue forever. It was always my basis on their lack of being "fully funded" in spite of their claims. Most of Iridium's gains came at the expense of Globalstar. Iridium was fortunate that Globalstar ran into multiple issues in the launch campaign of their constellation that aided in the illusion of organic growth. The degradation of the constellation as a whole is being underreported (IMO), and only satellites that clearly can be seen as lacking ability to hold their orbital locations are being reported.. Most recently Iridium 29 and potentially Iridium 45.

    With the assumption that COFACE will require the same "6 month on-orbit" checkout period, a mid 2015 launch on a Dnepr would mean 1st SPACEX launch early 2016. Still 2 years away. I still think the in-orbit ADSB payload testing on the first two flight models will take longer than projected. Seems like money in your mattress might be a better bet.

    And so it goes,
    PCSTEL

  • pcstel pcstel Apr 3, 2014 1:43 PM Flag

    Wonder what Whitney Tilson has to say now??

  • pcstel pcstel Apr 2, 2014 4:00 PM Flag

    Iridium has stated in several conference calls that its job is to launch a satellite constellation and they are unconcerned with shareholder value. It has claimed that it was "fully funded" as early as 2010, yet I have pointed out for years that they would be under funded and that cash flows from operations would be far lower than their "wild expectations". It will be interesting to see what types of "hoops" that COFACE will have them jump through. You can be sure, like with the case of Globalstar, that the dilution will be huge.

  • Reply to

    Why The Rise?

    by dave2207z Mar 16, 2014 7:43 PM
    pcstel pcstel Mar 23, 2014 9:32 AM Flag

    Great... so you make baseless statements based on uneducated assumptions. Works for me.

  • Reply to

    Why The Rise?

    by dave2207z Mar 16, 2014 7:43 PM
    pcstel pcstel Mar 18, 2014 9:52 PM Flag

    Nice 'cut and paste job".. Right off the spacearchive dot info web site..

  • Reply to

    Why The Rise?

    by dave2207z Mar 16, 2014 7:43 PM
    pcstel pcstel Mar 18, 2014 9:40 PM Flag

    LOL!! Two days ago you thought they were launching from the Cape.

  • Reply to

    Why The Rise?

    by dave2207z Mar 16, 2014 7:43 PM
    pcstel pcstel Mar 17, 2014 12:03 PM Flag

    While I agree that the current launch schedule is very ambitious, and I doubt they can even come close to the dates. I don't think Florida hurricane season is going to effect Iridium's launch manifest. Especially, since the satellites are going to launch from Vandenberg in California. I would tend to think that hosted payload testing and verification will push back launches.

    PCSTEL

  • pcstel pcstel Mar 13, 2014 11:48 AM Flag

    And the point is??? Hopefully you have one...

  • pcstel pcstel Mar 13, 2014 9:36 AM Flag

    Not exactly Let's see. Aireon uses ADS-B signals from a ADS-B transmitter om board the plane, which can also be disabled like the current transponder system on the Mayaysian 777. If you disable the ADS-B Transmitter manually, then you are no better off than currently operating system, Unless you are out over the open oceans. They know the exact position when the plane "disappeared" from radar. In cases like the Air France incident over the middle of the Atlantic. Then yes a system like Aireon would be helpful.. But, in the case of the Malaysian 777. No more helpful than the current transponder system... Sorry

  • Reply to

    As promised... The first launch slip

    by pcstel Feb 27, 2014 11:51 AM
    pcstel pcstel Feb 27, 2014 11:54 AM Flag

    Actually, this is the second launch slip. Originally, Iridium claimed the first launch would be in 2013 and the constellation fully launched in 2015.

    From Iridium's 2008 Press Release.

    "The response from companies vying for a role as a prime contractor or a supplier for this critical initiative has been overwhelming and the support from existing and prospective customers, potential investors and the market at large has been extremely enthusiastic. Based on analysis, industry feedback and progress to date, Iridium expects the 2013 launch date to be very achievable."

    So achievable, that it's now mid 2015.

    PCSTEL

  • "While the first launch date hasn't officially changed yet, we expect that extensive payload and software testing schedules will push out our first launch a few months to the second quarter of 2015."

    So the launch of the first two flight models has already slipped and we are still a year away. After you get the first two launched, there is the six month checkout, which is typically required by COFACE. So lots of testing and confirmation testing of performance objectives of the constellation and Aireon before they start launching the rest of the constellation. Personally, I expect it to take nearly a year after the first two satellites are launched before they have all the payload software to a point were they will begin launching on SpaceX, Next slip... Q3 2015, First SpaceX launch 2016 which is what I have been saying for a couple of years now.

  • Reply to

    Iridium Go!

    by amv843 Feb 4, 2014 3:29 PM
    pcstel pcstel Feb 11, 2014 1:27 PM Flag

    Well, a Globalstar product exists. I saw it a couple years ago, by accident, during a tour in Covington. The device was based on the GSP-1720. However, I doubt they would bring that device forward so close to the availability of the High Speed RAN's in late 2014. The pre-production Hughes Chips have been available for several months, so I wouldn't say the the Sat-Fi device is "vapor ware". But, it will be some time before we see a commercial offering, probably late 2014, early 2015. Given the BOM cost of the Hughes Chip. I would expect the Sat-Fi device to cost around $400.

  • Reply to

    Iridium Go!

    by amv843 Feb 4, 2014 3:29 PM
    pcstel pcstel Feb 11, 2014 11:23 AM Flag

    To be fair. There is no FCC ID for the Iridium unit either.

    PCSTEL

  • Reply to

    GSAT vs. IRDM

    by lakenonapatriot Feb 5, 2014 9:34 AM
    pcstel pcstel Feb 10, 2014 8:38 PM Flag

    There is no recent FCC license authorization to test a prototype Sat-Fi device. A device like this can not be tested at this point because there are no Gateway RAN's to support it. The Experimental License Request does not cover the L Band Reverse Link that would be required to test such a device. So no L Band authorization request, and no RAN's to support testing. Iridium has noted that this product was in development for quite some time. Globalstar took the opportunity to "beat Iridium to the punch" in this case. You will see a commercially available version of the Iridium device at least 3 months before you will see the device from Globalstar. Simply because.. There is no Gateway infrastructure delivered installed to support the device, and won't be available until the end of 2014.

    That being said. The Globalstar version should produce far greater data rates than the Iridium device at a fraction of the airtime costs.

  • Reply to

    news - Fox uses Chyronhego

    by kingfrogcash Jan 29, 2014 11:04 AM
    pcstel pcstel Feb 9, 2014 10:04 PM Flag

    Sorry to bust your bubble. But Foxsports used VizRT for the Foxbox Graphics and for all RealTime player / stats graphics during the Super Bowl. Fox has been de-commissioning their Lyric/HyperX systems in exchange for VizRT.

  • Reply to

    Anyone picking up Fibertower?

    by losbanditosdeplanos Jan 24, 2014 9:51 AM
    pcstel pcstel Jan 25, 2014 12:09 PM Flag

    Fibertower?? Hey, that was one of $hit4Brains Swartz (aka Shop_Math) big picks a couple years ago..

    He was telling everyone to sell GSAT and buy TSTR and FTWR. I'm telling you. That guy is a fortune teller... That guy can spot a BK candidate a mile away. Only problem is, he thinks they are going to $1000.00. and loads the boat on the long side. I am sure that guy has an Obamaphone by now. Is he still seeking DONATIONZ for the defense of the BK fools over at TSTR. Back to boxing groceries down at Dales for that loser.

  • Reply to

    Why not Iridium?

    by s.dan489 Jan 21, 2014 10:17 PM
    pcstel pcstel Jan 22, 2014 3:18 PM Flag

    "I have used both Iridium and Globalstar for voice and data. Iridium maintained far superior voice quality and connections."

    You have no idea what you are talking about! Globalstar uses a 9.6k vocoder, Iridium uses a 1.2K vocoder.

    What you are saying on the voice quality side is literally impossible... Connections, that is another issue, but on voice quality. You're are 100% wrong.

    PCSTEL

IRDM
7.09Apr 17 4:00 PMEDT

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