Globalstar Telecommunications Limited GSAT Message Board

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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT

GSAT 57.65

+6.5%

Feb 6 9:30 AM EST

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To: Maurice Winn who wrote (2732)	1/31/1999 11:08:00 AM
From: Drew Williams	Read Replies (1) of 29987

I agree with Mqurice that handset pricing and availability is one of the big issues -- and one of my big worries. Qualcomm is capacity constrained in their handset business. Yes, Qualcomm will make more margin on G* phones than on phones for Sprint (unless the G* phones are for Sprint), but they still have to have somewhere to make them. I think it is time for Qualcomm to bite the bullet and open another manufacturing facility. I think this can be justified just on the basis of their conventional CDMA handsets. Everyone I know in the cellular phone business tells me they could have sold many more Qualcomm phones than they were able to get and were FORCED to sell something else (mostly brands I've never heard of, but all apparently using QCOM ASIC's) or lose the sale altogether. My understanding is that their existing manufacturing partner, Sony, is in pretty much the same boat, so maybe Sony would be willing to help, too. If I ever get caught up on reading the QCOM thread (hundreds of messages behind!), maybe I'll find an answer there.

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