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To: Jim Parkinson who wrote (12170)	5/5/2000 4:57:00 PM
From: Jon Koplik	Respond to of 29987

Jim -- re : I guess there is another cc on Monday. I'll see if I can stay awake during that one. Maybe there will be some hecklers ! Jon.

To: Jim Parkinson who wrote (12170)	5/5/2000 5:41:00 PM
From: Ok2Launch	Read Replies (1) \| Respond to of 29987

Bear Stearns CC . . . I also just listened to the CC. Schwartz made two comments that I thought were interesting. 1) He said that during the month of April, MOU's were approximately doubling every week. 2) This is strange. He said that he could not give more detailed info on sales, because G* is dependent on the service providers for feedback, and that they have been reluctant to share sales figures for competitive reasons. I don't understand. Who are they competing with ? Russ

To: Jim Parkinson who wrote (12170)	5/5/2000 6:06:00 PM
From: MarkR37	Respond to of 29987

Jim, I agree with you that Schwartz is held to a different standard than CEOs of other tech companies but he has only himself to blame. Having listened to most of the calls he has allowed us to listen in on, it really burns me up that the man never takes responsibility for his mistakes. Zenit blows up and it's not his mistake. His non existent contingency plan and schedule slip was not his mistake either. The fact that most gateways sat and collected dust for up to a year was not his mistake. His inability to see that huge political contributions could make him a target, when trying to sell sats, was not his mistake. At least guys like Buffett come out and take resposibility for their actions. The other thing that burns me up is that Schwartz, for all of the legend that has been built up around his "vision" fails to see that the problem he faces with the street is based on peoples disbelief that there is a market for this service. Most internet companies had the exact same problem a few years ago. How was this solved? Give it away or sell it cheap and let people flock to the service. Remember Prodigy? That service failed because the greedy service providers wanted to charge for all of the interesting content. Schwartz should be very concerned with one thing at this point and that is getting as many calls on this system as possible. And we all know how to do this thanks to Maurice. GIVE THE DAMN MINUTES AWAY! This is not an option that will be feasable when the company is at death's door 8 months from now. How much would you like to bet that if service providers offered $150 per month, all you can eat sat service, that we would sell every single phone that the manufacturers could produce until the constellation was maxed? Come on Schwartz, if you can't come up with this on your own, steal it from your shareholders.

To: Jim Parkinson who wrote (12170)	5/5/2000 6:36:00 PM
From: A.L. Reagan	Read Replies (2) \| Respond to of 29987

I heard the the CEO of JDSU on CNBC a week or two ago who said everything was fine, on plan, doesn't worry about the day-to-day stock price Jim, I own some JDSU also (that I'm slightly underwater on), listened to the same CNBC clip, and Kalkoven and Schwartz are light years away. Why - JDSU hit its numbers, the business plan is on track, management over there has demonstrated pro-activity (not ex post facto firefighting). JDSU is not the only "underwater" stock I have where the company, and its management, have their act together. That's all we investors can ask of a management. I also agree the non-G* LOR part of the CC was a lot better (and posted to that effect on the LOR thread). Same presenter, but he had actual facts like: size of SS/L backlog, its order bookings, itemized project budget amounts, transponder capacity utilization by satellite, etc. My bashing, if it's that, is performance-based, including management's apparent lack of grasp of the G* situation. And Jim, if you wait another six months and the story doesn't change, it will be way too late for you to salvage your investment. If on Monday morning they miss the minimalist estimates provided by CEUT, I'll take my losses and be watching from the stands next to Valueman.