Good sales of fixed antennae, particularly into the mobile market, especially into the land vehicle market, will change the outlook on G*. Unfortunately, the SP's don't want to sell car kits and they got a late start on marine kits; airplane kits don't exist (that I know of, other that what will be available to large commercial planes). Home kits have a limited market, and no data has been available on those phone booth types (whatever they are called).
Data collection modems, to be released by year-end, can help increase and stabilize MOUs. But that's in the future.
Further out in the future, IFN can increase MOUs.
But,in the meantime, we are stuck with MOU numbers that are generated by one-off use of phones that were bought largely for standby or emergency use. Communications is normally a two-way thing. It's bad enough to have to be outside to make a G* call. How long is someone to stay outside, pointing the G* phone antenna to the sky, to receive a call? That's the situation without using a car kit, or similar kit, which keeps the antenna to the sky and keeps the phone battery charged.
This need for good sales of G* antennae kits is one of my two recurring themes. I won't go now into the other one.
I'm not expecting great numbers from this quarter. I'm not expecting great numbers until we see good sales of antenna kits and/or data modems.
G* will get there. What it needs is time, and that is what the Bear Stearns pact bought it a little more of.
I sure hope G* is able to pick up the I* spectrum.
Still long GSTRF. |
