Hi DD - It was an interesting call - i think you covered off the key points relating to GO.
It was interesting to hear how much the handset sales ex-USA are being impacted by the strength of the USD - this presents opportunities for GO which comes in at a lower price point.
Also Management seemed surprised at how broad the customer acceptance of GO has been and how it has yet to really cannibalise existing handsets. Mentioned how the military, aviation maritime users have all well received GO.
As you said, Management are expecting GO sales to ramp up in the northern hemisphere summer - it seems that GO may actually be a product which stays around for many years, contrary to my initial expectations.
WRR have stated that they are in negotiations for new OEM opportunities - so this may involve further work with Iridium
WRR Price at posting:
14.5¢ Sentiment: Buy Disclosure: Held
