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To: Cellme who wrote (503)	3/16/1998 2:30:00 PM
From: Cellme	Read Replies (1) \| Respond to of 29987

I apologize for my choice in words, "that they have no plan". I am sure that they do. But again, all I have read, in my sampling of the responses, on this site, is talk about the technologies. What about the marketing plans

To: Cellme who wrote (503)	3/16/1998 2:34:00 PM
From: Mr. Adrenaline	Read Replies (1) \| Respond to of 29987

Cellme, Recall that Iridium and G* are going after two different markets. Iridium is touting itself as a premium service, so for sake of argument, lets say that they offer hands downs better service (not phone quality, but "soft" services like replacement phones and the like). My response? Don't care. Rolls Royce is clearly a better, and more desirable car than a Toyota Camry, but I see about one Rolls per year on the open road, and can't swing a dead cat without hitting a Camry. Without a complete disaster on the horizon, both systems will deploy, and have customers and make money. To me, the "one" that is the most successful will be the one whos share price increases the most. I have owned IRIDF in the past, and may again in the future. I'm in it for the money. But to say the G* doesn't have "a plan" is simply naive. Mr. A

To: Cellme who wrote (503)	3/16/1998 3:02:00 PM
From: Valueman	Read Replies (2) \| Respond to of 29987

Back in November, G* partners had already ordered 300,000 handsets--you are once again incorrect. Do you think G* is estimating 100,000 customers in 1999? Where would you ever get such a number? Perhaps you are using old figures that estimated a late 98 launch. Loral estimates 1999 subs of 432,000, with 812,000 in 2000. These are extremely conservative estimates, by the way. I would never expect ericcson to say anything about G, a CDMA system. Orbitel will make the GSM handsets, and Ericcson will stay quiet--just another place where CDMA "couldn't work" and Ericcson missed the boat. Qualcomm can presently produce 500,000 to 600,000 cellular handsets per month in partnership with Sony. The additional high-margin G handsets will not be trivial to them. Qualcomm also will provide all the CDMA-related chips for all phones, so I doubt they would pass up the business. I know they wouldn't since they also own 7% of G. G spent $25 million on a global ad campaign in 1997, mostly to the trade. This was before any launch, just to introduce the name. The ad blitz will come in late 98, and it will be substantial. In regards to Japan, I highly doubt that they will have revenue of $614 million in 1999--that is the total network revenue predicted for G* in 1999. I would not pick Japan as a premier customer for G. They have substantial cellular coverage, multiple carriers, a small island--G's handsets would more than likely be in cellular mode in Japan anyway. A gateway there would not appear to be a key installation for G*.