Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: Leif V Singman who wrote (1856)	7/27/1998 11:49:00 PM
From: investz	Read Replies (1) \| Respond to of 5390

Erikson down alot yest. Hopefully it will rebound some tommorrow. Here is a list of great stock market books: geocities.com

To: Leif V Singman who wrote (1856)	7/28/1998 12:53:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 5390

Well, I know that my claims are true because I read the originals. You don't know my claims are true because you haven't. My investments in 1994 were predicated on IS 95 being made to work. Bill Frezza claimed in a whole Web discussion allocated to the concept of CDMA being a fraud over a period of two years that Irwin Jacobs was a conman, CDMA a fake, it couldn't work, etc, power control couldn't work, systems would collapse. Blah blah blah. Bill Frezza was an Ericsson Director of Marketing or some such and while making those comments was still in the pay of Ericsson as a consultant, which he informed people of. Why don't I inform you? Because you haven't paid me to, I don't think you are really interested and I'm busy. But if your investment in Ericsson is ignoring all that background, you'd better think again. You could check out the Globalstar thread, post number 1 or 2 I think it is. There you will find a url to the Frezza forum. Amongst many other urls. Maurice

To: Leif V Singman who wrote (1856)	7/28/1998 9:21:00 AM
From: DWB	Read Replies (3) \| Respond to of 5390

Bill Frezza was a consultant, who had an internet thread on which the merits of CDMA vs. other cellular technologies were debated. Bill had a strong belief that CDMA would never work, and therefore was made to suffer the consequences (humiliation) when commercial systems got put in place. Apparently he was a consultant for Ericsson at some point during the time when the debate was in progress, so the link is made by the QCOM devotees that since Bill had these opinions/claims, that Ericsson had them as well. It's like saying (theoretically) that I am a supplier for McDonalds, and I think Burger King uses tainted beef, therefore McDonalds thinks Burger King uses tainted beef... The logic is a bit threadbare. Along another path, it is true that Ericsson did question the commercial viability of early CDMA systems, especially their added value versus other first generation digital systems (GSM/TDMA) that were already established. They have subsequently changed their perspective with regard to CDMA implementation for wideband second generation digital systems (third generation overall if you include analog), and therefore are deemed to be two-faced by the same early CDMA proponents. It remains to be seen whether any of those same CDMA accusers have ever changed their thinking on anything in their lives... obviously not since they are so incredulous now that Ericsson has done so. I guess they feel that Ericsson hasn't "suffered" enough for not prostrating themselves at the altar of CDMA from the start. I for one think it's a lot of sour grapes, and shrug it off... DWB

To: Leif V Singman who wrote (1856)	9/9/1998 5:41:00 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 5390

I'm sure you don't want to learn, but here you are anyway. You must be amazed that L M Ericsson is wasting their time with this absurd and fraudulent technology. --------------------------------------------------------------- "On Fri Oct 11 09:23:36 1996, Bill Frezza, from Network Computing , wrote: To Mr. Gregg Powers - thank you for your impassioned post. Has Airtouch played the fool? Yes. As you said the results will be in soon and it will be so obvious that even the blind will understand. CDMA at 800 MHz can only be described as an unmitigated disaster. Airtouch's "strategy" to migrate their highest volume users to CDMA on an invitation-only basis is a blatant coverup of this failure, aided and abetted by "analysts" that are committed to supporting the story. At some point, the line will be crossed between failure and fraud. Some say it has already been crossed. That will ultimately be up to a judge to decide. ------- Will CDMA "work" at 1900 MHz? Someday, yes. As you so aptly point out, there is too much money and too many careers invested to let it fail completely. Will it confer competitive advantage to the carriers that use it? No. Will these carriers lose money? Yes. Will their vendors lose money? Some of them will and some of them won't depending on how their deals are structured ----- Why don't we stop arguing about the "potential" of CDMA and its long list of celebrity endorses and start talking about reality? It has been over 6 months since CDMA was "launched" in the US. How many 800 MHz CDMA subscribers are there? Maybe 1,000? In six months of commercial operation the first US GSM system (APC) garnered 100,000 subscribers. This is in one city! ------ In six months, we will ask the same question about CDMA PCS subscribers. Primeco and Sprint have made some bold promises about 1996 launches. I can't wait to measure the results. Not the number of press releasese and media events where single phone calls are placed by prominent politicians, but actual results, meaning subscriber counts. ----- As for offering Korea as proof of the success of CDMA, I confess that I don't understand the Korean market as well as the US market. I do know that they are not the same and it is dangerous to draw conclusions without knowlegde of all the facts. Korea Inc. has bet the ranch on CDMA, which means there are many forces and factors propelling it forward. These forces will not exists here in the US. CDMA will have to make it in the face of bloody price wars and excess capacity. CDMA was invented to solve the opposite problem - insufficient capacity in an environment that could sustain high duopoly pricing. So, CDMA supporters, please, keep posting. We can archive all of this stuff and then roll it out again in six months. -------------------------------------------------------------