Survive and Thrive - Global Alliance Strategies and Tactics for the Satellite Industry 
Keynote Panel Session
August 21, 2003
8:30am - 10:00am

MODERATOR: Dr. Gerhard Franz, President, A. G. Franz Associates, LLC

SPEAKERS:
William Adler, Vice President of Legal and Regulatory Affairs, Globalstar, LP
Jamal Al Jarwan, Executive Manager, Business Development, Thuraya Satellite Telecommunications
Amer Khouri, Vice President, Strategy & Global Marketing, Intelsat Ltd.
Rick Masoni, Executive Vice President, Lockheed Martin Commercial Space Systems 
Charles Toups, Vice President Programs, Boeing Satellite Systems

ABSTRACT/THEME:
Last year has brought a dramatic increase in consolidation activities among the satellite
operators. New strategic alliances are announced every month. Is this the best way to maintain
profitability or a pure survival tactic in a stagnant market? Can regional operators stay in
business? Is the door shut for new players in the satellite communication segments?

TOPICS:
* How many satellite service provider and manufacturing companies do you expect to be
  operating in 2005?
* Is your company actively seeking an alliance with a regional/global partner
* Mature industries have typically two or three dominant players with none or a few niche
  players. Who do you think will be these three companies and why?
* What is the benefit to your customers of alliances?
* How many employees will lose their jobs as a result of this wave of mergers?
* Do you see any chance of a vertical integration once the market has shrunk to two or three
  global players?
* What will be the impact on spacecraft manufacturers and their suppliers?
* How do you see the regulatory environment impacting the globalization of this business?
* Who is going to gain from global alliances?
* How do your government customers see the recent developments?
* Are there regional differences and why?