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To: Lu_Xun who wrote (8116)10/30/1999 1:42:00 AM
From: ccryder  Read Replies (2) | Respond to of 29987
 
All this argument and concern over handset availability is bull as far as initial roll out. Two orbital planes have yet to be filled. Until then, it is unwise to have full service start. Without a full complement of satellites, there will be times when service will be spotty. Perhaps that is the reason for the reports of service difficulty by some trial users. When the last satellites to fill the constellation reach orbit there will be 3-4 weeks before they are on station. Then full service will begin. Until then we will have to be satisfied with the slow roll out with friendly users. It would not take very many reports of spotty service to mar full service rollout. Until full service availability is assured by having the satellites in orbit, the service providers will be reluctant to start selling, and they will not want to spend their own money to order phones from the manufacturers.

I also predict that one or more of the OEMs producing G* phones will start using electronic contract manufacturers. This shift will be driven by demand and by competition. This shift will not occur until the OEMs have made their money off the relatively high margin initial production. So there will be a shortage of handsets but this will not last long.

I believe fixed terminal service will be big. Fixed service will extend well north and south of the usable handset service. The fixed service terminals can make use of directional antennas to provide gain toward the south in the northern latitudes, (or north for those in the south) to access satellites close to the horizon which would be unusable with handsets.



To: Lu_Xun who wrote (8116)10/30/1999 2:26:00 AM
From: Grant Stewart  Respond to of 29987
 
Anyone able to access the website vectorvest and post their thoughts on this one?



To: Lu_Xun who wrote (8116)10/30/1999 12:31:00 PM
From: JGoren  Read Replies (1) | Respond to of 29987
 
Most of the handset shortage is Ericsson. In the CC, Ericy is to have 3,000 phones before year end and Qualcomm and the other manufacturer make up the balance. They weren't very clear as to the nature of the "software" change.

The higher percentage of fixed phones should enable the company to push fixed phones more than it might have; I still think the fixed phone market is a lot higher than the company thinks.