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

To: Ed Hodder who wrote (14190)	7/5/2000 6:57:29 PM
From: leo_bloom	Respond to of 29987

2nd quarter MOUs could be somewhere around 4.4 million, largely the result of all Globalstar employees and spouses, as well as close friends, in-laws, and other relations being issued a phone and ordered to burn minutes on it. Many Loral employees will be asked to participate as well. They'll be sitting around watching TV or out playing golf, and the phones will be lying around on a nightstand somewhere, turned on, burning minutes. These will be billable minutes, but they'll have to do some good smoke and mirrors to account for the discrepancy between MOUs and actual revenue generated. But there will be smoke, and there will be mirrors. I guess it might be fun to watch ... if it weren't such an old act already. I'm only half joking here.

To: Ed Hodder who wrote (14190)	7/6/2000 2:07:57 PM
From: Rocket Scientist	Read Replies (1) \| Respond to of 29987

Some (hopefully intelligent) thoughts on ramp up. The table below matches the known data on GW rollout and MoU in Q1, assuming 150 MoU per sub average. The ramp up, while aggressive and much higher than WS consensus, seems plausible enough to me, considering the populations served by the GWs coming on line. IMO, It's also reasonable to believe each GW/marketing territory will increase net adds per month over time as prices come down, services are added, distribution channels become larger and better trained, etc. Month Net KSubs KSubs MMoU MmoU GWs Cntries Net Adds (EoM) (ave) mnthly Qrtly (EoM) (EoM) Adds/GW GW ID Dec-99 0 Jan 0.5 0.5 0.25 0.04 3 7 Italy, Brazil-1, Mexico Feb 1 1.5 1 0.15 7 17 0.33 France, US, Canada-1,2 Mar 2.5 4 2.75 0.41 0.6 10 25 0.36 S. Korea, Nicaragua, Australia-1 Apr 5 9 6.5 1.0 15 33 0.50 Australia-2,3, Finland, Venezuela, Argentina May 10 19 14 2.1 16 35 0.67 China-1 Jun 20 39 29 4.4 7.425 17 40 1.25 Peru Jul 30 69 54 8.1 20 1.76 Russia-1,2, Brazil-2 Aug 40 109 89 13.4 21 2.00 Saudi Arabia Sep 50 159 134 20.1 41.55 23 2.38 Russia-3, Puerto Rico Oct 60 219 189 28.4 26 2.61 Brazil-3,Turkey, S. Africa Nov 70 289 254 38.1 27 2.69 China-2 Dec-00 80 369 329 49.4 115.8 28 2.96 China-3 Annual MoU=165M If this ramp up comes to pass, we'll end the year with about 70M$ in service revenue of which nearly 50M$ would be in Q4.