RS--The 10K is the only place I have seen written statements by G* describing the handset orders:
User Terminals. Ericsson, Qualcomm and Telital are manufacturing
approximately 300,000 handheld and fixed user terminals under contracts
totalling $353 million from Globalstar and its service providers. The first
generation handheld Globalstar Phones are expected to weigh about twelve ounces
and be available in attractive designs with dimensions (excluding antenna) of
approximately 6.25" x 2" x 1.75".
I do seem to remember that in a conference call, the company indicated that the handsets would be delivered over a period of time starting about now, and that all would be delivered by a certain contracted date, not disclosed. If we assume a run rate of 40,000 per month, then that would take 7 1/2 months to fill, putting us into July to get delivery.
Also, where did you get the 100K per month number?
I like your talk of a soft rollout, btw. This would dovetail nicely with the apparent beta-test period. I would love to see them beta or rollout to one company as a whole, also (e.g., a mining company, or such).
But, after thinking over the weekend about Maurice's an V-man's recent posts, I am getting more and more concerned over the shift to the right in the schedule. It's expensive to wait.
Best,
JS |
