djane, I never thought I'd say it, but at this point, I'm beginning to doubt the value of Bernard Schwartz' word.
I recall the spokesman for Telital saying at the Telecom 99 conference that they had the capacity to produce 1 million Globalstar handsets a year THEMSELVES if the demand warranted it.
As I also recall, when Iridium started having troubles, their course of action was to blame it on the guess what - lack of availability of handsets - from Kyocera. I sure hope this is not deja-vu all over again.
Bernie did pretty well when his main customer was the military. Since he got into the non-military sphere, seems he's not so great at competing off the gravy train. At least he hasn't proven it yet. He did learn how to be a great propogandist from the military. It seems, however, that he has not learned the lessons of Russia,China, et. al. - namely, propoganda will only get you so far.
Mr. Schwartz, as one of your loyal mushrooms (kept in the dark and fed - well you know what) I politely ask, "Where's the beef?"
Regards, Dave |