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.
Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT -- Ignore unavailable to you. Want to Upgrade?


To: tuck who wrote (5934)7/22/1999 12:41:00 PM
From: Jeff Vayda  Read Replies (1) | Respond to of 29987
 
Eric is doing the GSM phones so a delay there would be a hit and a set back in a large potential market - China. Qualcomm could not be expected to pick up any slack in the GSM region as they are capacity constrained as it is with the CDMA products. China Unicom might want to exploit the situation and push the G* phones. At any rate, the initial phone order to G* was not big enough to carry the day.

Qualcomm's $1 billion cash haul yesterday will set them up with more capacity, but no way it can come on line by 2000. I would like to see more positive announcements on fixed and mobile phone orders. From what I have been reading, the Chinese are seriously into phones as a way to increase their business prospects. They have been paying large premiums to get a phone (cellular premium as opposed to waiting on a fixed line) who knows, maybe we can round up a couple hundred thousand image conscience Chinese who will spring for a fixed G* phone.

Jeff Vayda



To: tuck who wrote (5934)7/22/1999 12:43:00 PM
From: Rocket Scientist  Read Replies (2) | Respond to of 29987
 
Ericson's press release on subject says something like phones in limited distribution before the end of year, "in volume" by early next year...they're both late and too vague for my taste, and nothing seems available about the Telital handset production schedule.