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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: kolo55 who wrote (16273)	11/19/1999 6:46:00 PM
From: Jay Lowe	Respond to of 27311

The recent PO is certainly loaded with implications. I've been doing a bit of research on the G* schedule as well as the QCOM phone for it. QCOM's phone will be sold in the US exclusively and besides the other two G* handsets elsewhere. Mobile handset vendors are, as per globalstar.com Ericsson This small, light, dual-mode phone works with both Globalstar satellite and GSM networks. Qualcomm This tri-mode mobile satellite phone works with Globalstar satellite, digital (CDMA) and North American analog (AMPS) networks. Telit Designed in true Italian style, this dual-mode mobile phone works with both Globalstar satellite and GSM systems. I'm still trying to scope out the timing here. It appears that 10K QCOM handsets have already been manufactured, but no one reports having been able to buy one yet. The 3 month PO probably reflects priming the manufacturing pipeline and further orders will depend on G* subscriber sales. One rumor reports that QCOM will have 40K total handsets available by the g* service launch date in Q1 2000. This PO is larger than required for those units, I think, unless the fixed charges are very high. This PO creates OEM visibility in several directions: - to other G* vendors - to Qualcomm licensees ... basically, all the Koreans From my perspective, the $2M is almost irrelevant. What's relevant is for the cells to perform well in this highly visible application.