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To: Maurice Winn who wrote (29902)10/26/2023 8:41:10 PM
From: pcstel  Read Replies (1) | Respond to of 29986
 
< They have a nearly unused network with vast capacity. Stack it high and give it away is the way to fill the system.>

Don't think this applies to Starlink with over 2MM consumer customers, ships, planes, etc. etc.

<Make money from selling the equipment, not from monthly connection fees or usage>

The issue here Mqurice, is that with Direct 2 Cell. There is no equipment to sell, the potential user already has a cell phone. Even 3G only phones will work.

So you are going to have to find a different way to make $$ off of Direct 2 Cell. Because there are no special user terminals to sell.

A brand new 5" multi-lens camera 3G cell phone is around $40 on Amazon. Smaller versions are as low as $25. So in Africa, a user can buy a used 3G cell phone for pennies, but have connection via Starlink D2C on an al la carte basis.

X.Com will tie the billing, provisioning, and transport all on one platform.



To: Maurice Winn who wrote (29902)10/27/2023 5:06:15 PM
From: Geoff Goodfellow  Read Replies (1) | Respond to of 29986
 
MQ, in September Jonathan Hofeller, SpaceX vice president of Starlink and commercial sales said during a panel at the World Satellite Business Week conference that
“We were subsidizing terminals, but we’ve been iterating on our terminal production so much that we’re no longer subsidizing terminals, which is a good place to be,”
==> cnbc.com

&

SpaceX President and COO Gwynne Shotwell, speaking earlier this year, said that
Starlink “had a cash flow positive quarter” in 2022. The overall company reportedly turned a profit in Q1 2023.
==> advanced-television.com

geoff