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To: Mr. Sunshine who wrote (9381)3/25/1998 7:37:00 AM
From: LarryD  Read Replies (2) | Respond to of 152472
 
Sprint PCS launches in Washington-Baltimore
According to today's Washington Post, Sprint PCS launches its CDMA service today alongside the Sprint Spectrum GSM service. Sprint Spectrum was launched in the area in 1996 and has 230,000 subscribers. Although Sprint says they plan to continue the GSM service with no plans to sell, they are clearly emphasizing the CDMA service. Most retail outlets, including Circuit City, Best Buy, and Office Depot will now only sale the CDMA handsets, with the GSM handsets only available at Radio Shack and Sprint stores. Current Sprint Spectrum users get a $25 credit for switching to CDMA. The most telling point is that Sprint will be targeting the GSM system to low-usuage customers. I think that says a lot about the relative capacities of the competing systems.



To: Mr. Sunshine who wrote (9381)3/25/1998 8:58:00 AM
From: DaveMG  Respond to of 152472
 
Dropped Calls

Thanks for your response Steve. I was a little concerned when I read this section of Murphy's book, particularly because it's been published so recently.I live in NYC and know someone who just bought a QCP-820 from Bell Atlantic and who also loves it. He's been roaming around the tri-state area and says that it shifts seamlessly from anal. to dig. This of course would explain why calls are no longer being dropped. The CDMA buildout must still be swisscheese.



To: Mr. Sunshine who wrote (9381)3/25/1998 9:32:00 AM
From: Gregg Powers  Read Replies (3) | Respond to of 152472
 
Steven:

Are you familiar with the psychological concept known as "cognitive dissonance"? Simply put, human nature is such that we tend to reject concepts that do not line up with our view of reality. Michael Murphy, Charles Biderman, that flaky Stanford (associate) professor et al, pontificated at length why CDMA would fail. First it wouldn't work, then it wouldn't work well enough, then it would be too late, then it...blah blah blah (so much for eloquence). It's like listening to a two-note symphony; the music gets really old after awhile.

It is not particularly difficult to verify CDMA's performance versus GSM or US-TDMA. I have spoken to numerous operators who have deployed the technology--some, like Airtouch, operate CDMA, GSM and US-TDMA networks. Their comments are predicated on empirical results rather than ideological (bordering on pathological) conviction. But, of course, Murphy may be capable of modeling a cellular network more accurately in his mind than ATI can in the real world. Of course, Ericsson's promulgation of W-CDMA as a next generation standard for Europe also supports his bearish hypothesis :-).

Bottom line: if Murphy was such a brilliant analyst and money manager, he would be focusing on growing his investment advisory operation rather than peddling his book.

Best Regards,

Gregg