TSXV:KUR.H - Post by User
Comment by
ErickSodhion Jan 05, 2000 3:50pm
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Post# 1195764
RE: Some technical comments
RE: Some technical commentsMy comments post # 82736 (comments from Nortel person):
NT person said: "UBS products are basically for satellite communication subsystems."
I tend to disagree with this remark. Granted, UBS deals with TWTAs, SSPAs, etc... but that doesn't mean that the rest of the product line is limited to satellite applications. I don't see why terrestrial microwave and wired services should be excluded. What about DAB?
NT person said: "I don't think they can compete with companies like SPAR, SR Telecom or Hughes for their products."
I don't think SPAR, SR Telecom and Hughes are in the same business as UBS. There may be a small overlap. Why would HNS want to partner with UBS if it was a competitor. Does this person really know what any of these companies does?
NT person said: "Their products can supply to a very small satelite data market. Int'l Data is one example"
I think they're talking about VSATs here (very small aperture terminals), a market which IDC serves very well, as does HNS. How this person makes the connection between VSATs and UBS's thrust is beyond me.
The last couple of paragraphs lead me to believe that the Nortel person has no clue about DAB and therefore is not qualified to be passing any technical judgement on UBS. I'm not even sure that this person fully understands what's going on in the current cellular world.
The conclusion that there isn't much potential for UBS is a load of crock since it appears that the writer has attempted to analyze UBS in the context of the cellular world.
'Nuff said.