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To: Drew Williams who wrote (11148)	3/23/2000 9:56:00 PM
From: gdichaz	Respond to of 29987

Drew: Fair enough. You seem willing to give both the FCC and Ericsson the benefit of the doubt. Admirable and laudable. Except perhaps, wrong. Who knows? To prove that Ericsson is a traitor is difficult. But to trust Ericsson is foolish, no? Can't prove a thing. But why not start the process to transfer production to Telit and the Q. Leave Ericsson to produce the remainder - at its own risk. And Taiwan has experience (and licenses) for GSM. These same companies are gearing up for CDMA. Nothing would be simpler and more natural than to phase them in for GSM G* phones (under Q's licenses) as Ericsson fails to produce. Gearing up this alternative supply would seem sensible, no? Why not? Chaz

To: Drew Williams who wrote (11148)	3/23/2000 11:05:00 PM
From: John Stichnoth	Respond to of 29987

It would take Kyocera about 2 weeks to begin producing a GSM/G* phone, I expect. I too would love to see the ericy contract. Think about this: ERICY may be on the hook big time if G* fails and they were in default of their contract in producing handsets. The only reason G* will fail is if they fail to ramp subsctiptions (duh!). The argument will be persuasive, to any Texas jury, that a lack of handsets was the key missing ingredient that (1) prevented sales and (2) allowed stories to start making the rounds of an iminent collapse. It was those latter stories that we started to hear constantly last year on Iridium that sounded its death nell. It would not be a stretch to say that ERICY would be the "proximate cause" of any losses suffered by G* shareholders, and creditors, through their failure to perform, or make best efforts to perform under their contract. In fact, we may have cause for a class action already! Best, John