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To: Valueman who wrote (5488)	7/1/1999 4:13:00 PM
From: tuck	Respond to of 29987

OT ***** Anybody know if the market is taking a day off for the holiday? And where one finds such info, so I don't have to pester anyone in the future? Gracias, Tuck

To: Valueman who wrote (5488)	7/1/1999 4:19:00 PM
From: Rocket Scientist	Respond to of 29987

<What did you mean by Airtouch not being able to control pricing? > Airtouch's role is as a wholesaler; I assume that means they control only their own price to retailers, who will charge what the market will bear. On Airtouch's Globalsar page airtouch.com click "inside Airtouch Satellite Services" then click "distribution" there's an interesting diagram showing the relationship between Airtouch, it's "resellers" and the storefront retailers. I was struck by the statement that "resellers" "commit to purchase bulk minutes of use". Anyway, we need 3 more launches, several more GW's and lots and lots of handsets before we have anything to sell. When there's something to sell, will be time to decide what price to sell it at. Meantime, I think the best thing that could happen to G* is for IRID to sell a lot of phones, and somehow stave off Ch 11. As long as IRID keeps something like the current capital structure and Mot O&M contract, G* will be able to beat them on price when time comes.

To: Valueman who wrote (5488)	7/4/1999 4:35:00 PM
From: kitterykid	Read Replies (2) \| Respond to of 29987

Valueman - Re: Airtouch Pricing. I am not so worried about the indicated Airtouch pricing for a couple of reasons. Let's remember that Gs biggest markets are the under-served and non-served regions of the world - we haven't yet heard pricing for those markets and who knows, it may be priced at 5 cents a minute where complete subsidization is needed for different reasons or $5 a minute if that's what the market will bear. It doesn't matter to G - they'll still charge 47 cents a minute. For Airtouch in the U.S., it's a small, premium market (likewise for Vodafone in the U.K. or Europe) for high-end Globalstar shareholders or mountain climbers or for people visiting the King Ranch. Who's going to complain about the handset price and minutes? As for G*, it doesn't really matter - still 47 cents a minute. Maybe I'm wrong but I've got to believe that Airtouch and Vodafone have some idea what they're doing. Now, if they roll out $1000 handsets and $2 a minute in Bangladesh, I'll agree with you.