Globalstar Telecommunications Limited GSAT Message Board

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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 60.00

+5.6%

1:22 PM EST

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To: Maurice Winn who wrote (9063)	12/31/1999 9:24:00 PM
From: Rocket Scientist	Read Replies (1) of 29987

Happy New Year, Maurice, and all. A word about handset "shortage." I predict we have a handset glut the first few months of Y2K, until a decent number of GWs are up and operating and distribution channels tuned. Right now, we have maybe 5 GWs actually servicing 3rd party users. With luck, by end of January we'll have ten. Of the ten, three (W. Europe and S. Korea) are in relatively poor markets, IMO, and some others will be slow to ramp up. I expect by the end of February there will be a worried buzz about why 120K UTs have beeen shipped and only 40K paying customers. Given the GW rollout schedule, it's hard for me to see how we'll be able to move user terminals at a 40K per month rate earlier than July. But the rate should keep accelerating all year as more and more GWs come on line and distributors/LSPs get their act together.

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