Jim, I agree with most of your points 1 to 8. I noticed too that Bill Frezza hadn't claimed he couldn't post here, but thought rather than edit Ira's comments, I would leave them there warts and all. People use such points to judge credibility. Bill has to justify his fraud claims against Qcom and Ira his claims against Bill.
I must also say I am very glad to have you posting these comments. Nothing worse than a mutual admiration society, navel gazing, incest, inbreeding, "mirror mirror on the wall, whose the fairest of them all" type attitude. I'm glad to see you didn't retreat at the first cry of "The IDC cult are coming, the IDC cult are coming". It turned out to be "The GSM cult are here!! The GSM cult are here!". Competitors are the best commentators and if their bullets all melt mid air, it does wonders for morale. So please continue to give us the best bears to fight.
Yes Ira, point 4. Where are these 10X CDMA systems?
Point 5 is good too. LA might be a big market, but at present it's fair to say there is no commercial CDMA operation there. 200 customers is playing with it and is not commercial even if they are paying a bit.
Point 6 not so good. There were advantages six months ago and Ira's comments are directed at showing Bill's shifting grounds. There have been very big shifts from "it will not work" to "the shape of the learning curve is not aesthetically pleasing but the battery is great". This is a fair Bill Frezza credibility issue.
Point 7 good too. Looks like cellular CDMA isn't going to make it. Call failure rates are too high from what I know [isn't that the same as a dropped call or do you mean coverage]. I don't know about the handoff to analog.
Point 8, upgrading all sites. From what I know, the cost of cellsite is high [just getting land and approvals], so it seems to me that it is better to use all sites, but I haven't figured out the economics enough to have a good opinion. I can see there could well be a good case for doing that though, which is effectively making smaller cells and more subcriber capacity. Fewer cellsites per subscriber is still a claim and all indications are that it is valid. By how much remains a question and depends on exactly which system is the reference [old time analog, new style analog, TDMA, GSM, whatever].
Don't know about USWest. Anybody??
I'll ask Ira for contact details. Ira, you reading this?? How about it?
Thanks again to all for contributing their comments. But who is the anonymous analyst? C'mon Bill, it really wasn't that good was it?
Maurice |
