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: Maurice Winn who wrote (9063)	12/31/1999 2:01:00 PM
From: alias	Read Replies (1) \| Respond to of 29987

Maurice, much is made and discussed about the "handset" portion of business strategy and was the reason I initially bought into G* ; however, I'm curious if you have any recent information/insight into the land base/"telephone booth" build out in remote service areas. To me, this appears to be completely overlooked by Wall Street G* analysis but would seemingly hold out the most revenue/profit promise. Doesn't require user to buy anything except time. Thanks for your diligence.

To: Maurice Winn who wrote (9063)	12/31/1999 9:24:00 PM
From: Rocket Scientist	Read Replies (1) \| Respond to of 29987

Happy New Year, Maurice, and all. A word about handset "shortage." I predict we have a handset glut the first few months of Y2K, until a decent number of GWs are up and operating and distribution channels tuned. Right now, we have maybe 5 GWs actually servicing 3rd party users. With luck, by end of January we'll have ten. Of the ten, three (W. Europe and S. Korea) are in relatively poor markets, IMO, and some others will be slow to ramp up. I expect by the end of February there will be a worried buzz about why 120K UTs have beeen shipped and only 40K paying customers. Given the GW rollout schedule, it's hard for me to see how we'll be able to move user terminals at a 40K per month rate earlier than July. But the rate should keep accelerating all year as more and more GWs come on line and distributors/LSPs get their act together.