Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Rocket Scientist who wrote (8520)	12/2/1999 4:07:00 PM
From: Jay Lowe	Read Replies (1) \| Respond to of 29986

Does this help at all? VLNC recently got an order for $2m lithium polymer battery cells ... appears to be maybe 60K batteries ... trackable to Qualcomm G* handsets ... delivery during 1Q2000. Today they get an order from a European cellphone vendor (Ericsson?) for $15M worth of cells ... 1.5M GSM units. Does this have any correspondence to G* in Europe? Sorry if I'm being irrelevant.

To: Rocket Scientist who wrote (8520)	12/3/1999 4:48:00 PM
From: John Stichnoth	Respond to of 29986

Hi Rocket, A slightly tardy response here. I agree 350 K would be disappointing. I am looking at a "base" number, worst acceptable case. 350K would mean they'd have to be producing and selling at a 50K monthly rate by 4Q next year. I'm guessing that they (Q, et al) will resist any attempts to get them to ramp up more than the "natural" sales rate, because they won't want the outlay costs for setting up a line for just three months, for instance. I'm going on the assumption that the 350 K is limited by the number of terminals that will be available. And, from what I have read, they won't be ramping production enough to get 600 K terminals made by YE 2000. I assume Bernie would have found some opportunity to correct the analyst who said that last month, if he (Bernie) had a strong case. I think the recent refinancing supports my logic. It's all one big move to the right. And, my guess is we've still got one more to come, which will take Loral right up to the 50% limit (so they don't have to consolidate), and us pretty close to 25%--although I haven't run the numbers. In any case, some comments on your numbers: Canada 50K seems agressive, if the US does 50K? Central America 30K too much, if Mexico listed separately with 30K? Can Europe be further broken down, I wonder? EU countries vs. former Eastern Bloc/Central Europe? And then, of course, all countries limited by terminals allocation and gateway readiness. Best, John