SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jim Mullens who wrote (38840)1/18/2004 2:57:01 AM
From: Maurice Winn  Read Replies (1) of 197157
 
Jim, here is my guess for how many minutes would be used at different price levels. Message 17994405

I don't believe the existing constellation can do much more than prove demand for a second constellation. Thermo might be able to get their money back and make a bit, but the remaining life in the constellation and the number of handsets available and lead times to produce swanky new handsets means it's all a day late and a dollar short.

The big thing to be done is prove demand so that investors will back another constellation using new, improved, latest-design CDMA handset technology. Because prices per minute are still so high, we are a long way from proving that there is enough demand for a new constellation.

One proof that minute prices are too high is that handset prices are so low. There's no clamouring demand to get hold of a handset so that cheap minutes with 100% coverage from a vehicle can be used. There are only something like 100,000 subscribers [at last report]. That's pathetic after 4 years of marketing.

At present, QUALCOMM stands to make nothing much at all from Globalstar. It will only be if a new constellation is built, with great new handsets, with really cheap minutes [like 5c a minute] that there'll be $$billions paid by subscribers.

The existing constellation is only a marketing experiment. Thermo needs to understand that, and not just try to squeeze a bit of profit at high prices until the constellation dies.

Mqurice
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News