More from PW Analyst
Meeting was one on one with CEO, CFO & Chief Tech Officer.
They wanted to intro Galaxy in Oct but was not ready. Availability now but co feels too much 3noiseý in the marketing channel around holidays so best to wait until Jan and go with big marketing assault. Star Tac phone in Q2 1998.
Increased cap ex - apparently due to area coverage issues. Churn increased to 1.25%-1.3% so some meaningful part of cap ex oriented to this problem where coverage can solve it.
He said he spoke w/ 5-10 3keyý investors late yesterday and whisper number seems to be 3flatý or about 325,000. I would have guessed number was 350,000-375,000. He feels strongly that 375,000-400,000 is very, very long shot. Remember, he used to work there so his credibility is better than most. I still hope he is wrong, though.
More as I get it.
Bub |
