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To: Maurice Winn who wrote (9224)1/5/2000 10:45:00 AM
From: SKIP PAUL  Read Replies (1) | Respond to of 29987
 
Maurice,

Getting a dual use phone (Sat and Terrestrial) is a no brainer because of the large holes in cellular coverage in the US once you get out of urban areas and heavily travelled corridors. That means a lot of QCOM handset sales.

As far as minutes you are right about price elasticity. However 10 billion minutes inventory is very very small to waste on yakking. We may get to the point where the minutes have to be auctioned to the highest bidder.