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To: John Stichnoth who wrote (8517)	12/2/1999 2:00:00 PM
From: Jeff Vayda	Respond to of 29986

RS: The SPs have been very closed mouth with the actual handset buys and delivery. I continue to be amazed that Bernie has been tasked with supporting the project, only to have the SPs cut his legs out from underneath him by not meeting any of the initial capacity dates. I guess I have to mark it down to the fact that G* is a small fish in the SP's ponds. Treading water until next year and dont see any big fish about. Jeff Vayda

To: John Stichnoth who wrote (8517)	12/2/1999 2:31:00 PM
From: Jeff Vayda	Read Replies (1) \| Respond to of 29986

Rs: Do you have a break down of which areas are dragging their feet and the associated SP? Is this a case of one or two newly merged companies being re-directed? Seems areas under Loral's wing are moving faster than other carriers. Has Loral stood up and given some assurances (behind closed doors) that they will carry the fight? That they will start up and show the rest of the folks the way? Is Bernie just fed up and tired of the foot dragging and/or in fighting of some of the others? Has McCaw paid off some SPs to muck up the works? Are they all flying around in black helicopters laughing while they spend my money on steak and lobster? (ggg) Jeff Vayda

To: John Stichnoth who wrote (8517)	12/2/1999 2:52:00 PM
From: Rocket Scientist	Read Replies (2) \| Respond to of 29986

John, 350K by y/e 2000 would be pretty disappointing, imo. Bernard said 1M, Irwin Jacobs, I believe, said 600K. Of course, the growth RATE will be more important than any absolute number. Taking BLS' number as best case, I would consider 50% of that by 12/2000 to warrant a passing grade, at least if the 1M sub count is met within six months of that. My personal metric for success has been for some time: 660K subs by year end with a 100K per month net add rate. As for Mexico, I'm inclined to believe the 10K is NOT a y/e target; the Spanish language press did not report it as such and Reuters is as capable of making a mistake as anybody else. Would be nice if the company clarified that number. If Brazil, as they have said for some time, can make 50K by y/e 2000, I'd think Mexico should have 30K, anyway, by year end. Taking into account national demographics and service launch date it ought to be possible to project for other markets, scaling off of the 50K subs for Brazil. I tried to do that below; comments will be appreciated: Country, y/e 2000 subs Canada, 50 US, 50 Mexico, 30 Brazil, 50 Argentina, 30 S. Africa, 30 Russia, 50 China, 80 Australia, 40 Europe ex Russia, 60 Central America, 30 South America ex Brazil & Argentina, 60 Mid East, 40 Asia ex China, 40 Africa ex S. Africa, 20