Satellites in Cyberspace: Opportunities for Internet-Based Satellite Ventures

Introduction

1 EXECUTIVE SUMMARY

1.1 Lack of Product Differentiation

1.2 Impact of Cellular Build-Out

1.3 Competition From Regional Systems

1.4 Terrestrial Mobile Data Takes Off

1.5 The Success of GPS

1.6 E-commerce: Extending the Internet To Everywhere Business is Transacted

1.7 Convergence of Satellite & Terrestrial Costs

1.8 Dramatically Shorten Infrastructure Development Times

1.9 Develop Applications First, Infrastructure Second

1.10 Reduce Dependence on Third-party Services

1.11 Exploit the Booming Internet and GPS Markets

1.12 Make Data the Number One Priority; Treat Voice as an Application

1.13 Future Considerations

1.14 Prospects For Fixed Broadband Satellite Networks

1.15 Conclusions and Predictions

2 MOBILE SATELLITE APPLICATIONS

2.1 Overview

2.1.1 Asset Location & Value

2.1.2 Data Volume

2.1.3 Data Latency

2.2 Market Forecasts

2.3 Aeronautical Market

2.4 Asset Management

2.5 GPS-Enabled Applications

2.6 Automotive

2.7 Supply Chain Management

2.8 Emergency/Public Safety/Disaster Relief

2.9 Communications Diversity

2.10 Railroad Tracking/Monitoring

2.11 Maritime

2.12 Government/Military

2.13 Remote E-Commerce

2.14 Monitoring & Control

2.15 Trailer Tracking

2.16 E-mail

2.17 Internet Access

3 ENABLING TECHNOLOGIES

3.1 Introduction

3.2 The Current Situation

3.3 Business Issues Influencing Technology Choices

3.3.1 Development & Deployment

3.3.2 Sales & Marketing

3.3.3 Distribution

3.3.4 Support

3.4 Coverage

3.5 Technology Choices

3.5.1 GEO

3.5.2 LEO

3.5.3 MEO

3.5.4 GEO vs. LEO

3.5.5 Other

3.6 Complimentary Terrestrial Technologies

3.6.1 Cellular Derivatives

3.6.2 Specialized Mobile Radio (SMR)

3.6.3 PCS

3.7 Access Techniques

3.8 Frequency Considerations

4 BUSINESS OPPORTUNITIES

4.1 Industry Development, Testing, and Cooperation

4.2 Industry Mergers & Consolidation

4.3 Value-based Business Models

4.4 Multi-Satellite Devices

4.5 Wireless World: Mobile Satellite & The Web

4.6 Virtual Wireless Server

4.7 High Speed Internet Access

4.8 Low Bandwidth Applications For Broadband Services

4.9 Mobile/Portable Servers

4.10 Quick Deployment Hubs

4.11 In-building Services

4.12 Alternative Pricing Models

4.13 Mobile Satellite/GPS Integration

4.14 Global Area Sensor Networks

4.15 Data Warehousing/Mining

5 BUSINESS THREATS

5.1 High Cost of Sales for Data Applications

5.2 Broadband and Fixed Applications

5.3 Use of VSAT in Rural Areas

5.4 Next Generation Solutions for Established Markets

5.5 Satellite Failures

6 COMPANY PROFILES

6.1 GEO

6.1.1 Asian Cellular Satellite System(ACeS)

6.1.2 American Mobile Satellite Corporation(AMSC)

6.1.3 Qualcomm

6.1.4 Thuraya

6.1.5 TMI

6.1.6 Vistar Datacom

6.1.7 Boatracs

6.1.8 Inmarsat

6.1.9 Norcom

6.2 Little LEO

6.2.1 E-SAT(DBSI)

6.2.2 LeoOne

6.2.3 Orbcomm

6.2.4 Final Analysis

6.2.5 Courier

6.2.6 VITA

6.3 Big LEO

6.3.1 Globalstar

6.3.2 Constellation Communications

6.3.3 Ellipso

6.3.4 ICO

6.3.5 Iridium

6.4 Broadband Systems

6.4.1 AstroLink

6.4.2 Cyberstar

6.4.3 DirecPC

6.4.4 Skybridge

6.4.5 Spaceway

6.4.6 Teledesic

6.4.7 Virgo

6.4.8 Visionstar

6.5 Complimentary Terrestrial Systems

6.5.1 BellSouth Wireless Data (BSWD) (formerly RAM Mobile Data)

6.5.2 Cellemetry

6.5.3 HighwayMaster

6.5.4 Metricom

6.5.5 Microburst Aeris

6.5.6 Terion

6.6 Significant Resellers, Application Providers & Other Players

6.6.1 Eagle-Eye

6.6.2 Angel Technologies Corporation

6.6.3 Skystation

6.6.4 Stratos

6.6.5 Thrane & Thrane

6.6.6 Trimble

6.6.7 CellPort Labs

6.6.8 Phone.com, Inc.

7 VENDOR CONTACT LISTINGS

8 ADDENDUM (December 13, 1999)

8.1 Major Developments & Analysis

8.1.1 iBeam Broadcasting

8.1.2 CellNet

8.1.3 Stellar Satellite Communications

8.1.4 Helius, Inc.

FIGURES

Figure 1-1, Mobile Satellite Industry - 1990

Figure 1-2, Mobile Satellite Installed Base - 1999

Figure 1-3, Mobile Satellite Forecast - 2004

Figure 1-4, Mobile Satellite Equipment Forecast

Figure 1-5, Mobile Satellite Revenue Forecast

Figure 1-6, Mobile Satellite - The Bad News

Figure 1-7, Mobile Satellite - Good News

Figure 1-8, Mobile Satellite Industry Action Items

Figure 1-9, Likely Mobile Satellite Mergers/Acquisitions

Figure 2-1, Automatic Vehicle Location

Figure 2-2, Typical Automotive Architecture

Figure 3-1, GEO Satellite Coverage

Figure 3-2, LEO Satellite Passes

Figure 3-3, LEO vs. GEO Line of Sight

Figure 4-1, Virtual Wireless Server

Figure 6-1, ACeS Coverage Map

Figure 6-2, AMSC Satellite/Ardis Coverage

Figure 6-3, AMSC's eLink Service

Figure 6-4, OmniTRACS Circle of Service

Figure 6-5, Thuraya Coverage

Figure 6-6, Thuraya Architecture

Figure 6-7, Typical TMI Voice Antenna

Figure 6-8, Inmarsat Coverage

Figure 6-9, Typical Inmarsat Antenna

Figure 6-10, Norcom Terminal

Figure 6-11, LeoOne Architecture

Figure 6-12, Typical Orbcomm Equipment

Figure 6-13, Final Analysis Quick Look

Figure 6-14, Globalstar Coverage

Figure 6-15, Globalstar Handsets

Figure 6-16, Constellation Coverage

Figure 6-17, Ellipso Coverage

Figure 6-18, Ellipso Population Distribution

Figure 6-19, ICO Coverage

Figure 6-20, DirecPC Architecture

Figure 6-21, Teledesic Architecture

Figure 6-22, Cellemetry Architecture

Figure 6-23, HighwayMaster Trailer Tracking Architecture

Figure 6-24, HighwayMaster Equipment

Figure 6-25, Metricom Architecture

Figure 6-26, Typical Metricom Modem

Figure 6-27, Terion DHF Technology

Figure 6-28, Terion Equipment

Figure 6-29, Halo Aircraft

Figure 6-30, Halo Architecture

Figure 6-31, Sky Station Platform

Figure 6-32, Sky Station Architecture

TABLES

Table 2-1, Mobile Satellite Worldwide Unit Forecast, 1998 - 2004

Table 2-2, Mobile Satellite Revenue Forecasts

Table 6-1, ACeS Quick Look

Table 6-2, AMSC Quick Look

Table 6-3, Qualcomm Quick Look

Table 6-4, Thuraya Quick Look

Table 6-5, TMI Quick Look

Table 6-6, Vistar Datacom Quick Look

Table 6-7, Boatracs Quick Look

Table 6-8, Inmarsat Quick Look

Table 6-9, Norcom Quick Look

Table 6-10, E-Sat Quick Look

Table 6-11, LeoOne Quick