Limtex, from Bernie's statements on the CC, here are the rough projected number of subscribers per some countries for early on after 9/99 and the end of 2000 (I think). Bernie was a little unclear about the time frames and I wrote these numbers down very quickly. If anyone has different numbers, let me know.
Early on after 9/99
US 100,000
Canada 200,000
Mexico 200,000
Korea 70,000
France/Europe ??
Australia 125,000
S.Asia/China ??
Big users by end of 2000
China (7%) 250,000
Brazil 225,000
USA 110,000
Mexico 200,000
Canada 200,000
Russia 200,000
Key. 35-40% of system used by these above big users -- Bernie statement
Remember, G* needs just 220,000 users to cost operating costs and 1M total users to pay all costs, interest and G*2 replacement system.
Jeff, I also noted that G* figures assume zero users in India. The ING Barings analysts specifically noted that ICO/VNSL relationship as a positive for ICO. As a person who have traveled in India, I also believe G* could be very successful in India and would love to see a service provider relationship. Is it possible given the $150 VNSL investment in ICO?
I also believe that China could be G* biggest market and these China subscriber numbers are much too conservative. The China Telecom monopoly and exclusive relationship with G* is an incredible positive for G*. Comments welcome on any of the above. |
