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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (11169)	3/24/2000 1:14:00 PM
From: Rocket Scientist	Respond to of 29987

Does the "type approval" problem prevent sales of E phones in non-European markets? I had the impression in last cc that some 24K E-phones had been shipped, presumably to places like China and Australia...

To: Dennis Roth who wrote (11169)	3/24/2000 1:28:00 PM
From: UUplink	Respond to of 29987

Dennis--Ericsson's interest in ACeS notwithstanding, the revenue associated with the G* phone order should be close to $100M. Thats a lot of pennies sooner rather than later. We'll see if they really are able to produce enough phones in a timely fashion to satisfy the ACeS contract.

To: Dennis Roth who wrote (11169)	3/24/2000 6:24:00 PM
From: Reagan DuBose	Read Replies (1) \| Respond to of 29987

I seem to recall that the Globalstar/GSM phone contract was not originally let to Ericsson. I think they wound up with it by purchasing the company that did get it. Can't remember the name of the prior company; any help would be appreciated. RLD

To: Dennis Roth who wrote (11169)	3/25/2000 4:09:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 29987

Dennis: Your detailed analysis is a major contribution to understanding the current situation. But I suggest that laying the blame entirely on BS and Loral management (including the "captive management" of G), is tempting, and certainly they bear the ultimate responsibility as a captain does when his ship runs aground because one of his officers of the deck (Ericsson in this case) is either very incompetent or whose agenda includes running the ship aground. The more I learn of this the more I am convinced that the delay and shortage in Ericsson GSM G phones is deliberate sabotage by Ericsson. To assume Ericsson incompetence is valid, but misses the point - as you say - Ericsson's vested interest in slowing the G* roll out sticks out like a sore thumb. And how even a trained chimpanze who lived through the Holy Wars (hagfish slime and all) could trust Ericsson in the slightest degree is beyond me. But many mistakes were made along the way. What is needed now is remedial action. The first and most important is to build up alternative sources of supply for GSM G* phones. Telit is first. The Q could be second (once the Q has a GSM license) Taiwanese manufactures could be a strong entry in a relatively short time (Taiwanese manufactures have GSM experience ((and licenses)), Korean and Japanese companies do not. And Taiwan manufacturers are moving strongly into CDMA supply right now.) And the best lawyers available should look at how to cancel the Ericsson contract asap. At a minimum, the threat to take such action should be real and actionable. There appears to be considerable basis for apparent cause. Best. Chaz