I have met and spoken to him personally, and made a fortune with a LTBH strategy.
So have many others; hence GG's popularity. I have benefited from his reports in the past, but I no longer have a lot of confidence in or respect for his opinions. I feel he tends to reduce technologies to vapid slogans. For example, ATT Wireless' IPO is an "Irredeemably Pathetic Offering" since the co. is TDMA-based. Well, as of yesterday, I switched back to ATT Wireless since Sprint PCS has poor service in Austin. I had previously dumped ATT in favor of Sprint as a vote for QCOM, but in the past six months I have averaged 25 dropped calls a month with Sprint (using the latest and greatest Samsung SCH-3500). I almost never had a dropped call with ATT in the preceding year using a Nokia 6160. When I talked to the Sprint rep to cancel my account, he informed me that many people in Austin have left Sprint due to network problems. This is not for lack of effort on the part of Sprint, but tuning a CDMA network is no simple affair, even according to the RF engineers on the QCOM thread. This is the kind of thing GG skips over. Since Sprint cannot even deliver acceptable digital voice service to me, I remain skeptical about their ability to execute with high-speed packet data. Meanwhile, as the huge support behind WCDMA gains momentum, GG goes on about how great cdma2000 and QCOM are. No mention of QCOM's recent loony plot to foist their own cdma2000 network on Japan. This is another kind of thing GG skips over. I just can't relate to his stuff anymore. |
