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To: Caxton Rhodes who wrote (1527)2/24/1999 10:17:00 PM
From: Jim Lurgio  Read Replies (2) | Respond to of 34857
 
As you said :Au contraire! Don't be so fast to believe everything you read, Perry doesn't . What would you expect Perry to say as he is the leader CDG band ? Should he say this is bad news for CDMA ?

Tero's comments have always reflected his own views on his and his parents investments. To my knowledge he is not employed by Nokia or is investing others dollars in Nokia for others. His knowledge and foresight of the industry has afforded him the public pleasure of expressing his views which I'm sure he enjoys ,but now must feel the pain of the dedication it requires.

How can you believe what Perry thinks ? Can you take to the bank ?

When the Q looks like it's in pain Perry may offer a comfort to some but not me , I ran when he started posting . Where's Gregg ? Where's Gilder ?

As you remember when Perry entered I said what Q I had I sold and also commented I'd rather own IDC at 6 then the Q at 60. With Nokia on 02/01/99 pumping in 70 million in IDC I think all should look at that situation.

Nokia as well as Tero both should be commended on their performance because to date any logical company or investor should envy their track record.

The WSJ afforded comment on an agreement they thought was close with ERICY and it was well received on the QCOM forum.

Today the WSJ comes off like IS-95 is history and the Q forum says it's bull-shit.

You guys had better wake up real soon and diversify because Tero told you long ago GSM will dominate in China.

The fact is he was right but no one has the guts to admit it ?



To: Caxton Rhodes who wrote (1527)2/25/1999 10:48:00 AM
From: tero kuittinen  Read Replies (3) | Respond to of 34857
 
About believing what you read... the new Qualcomm Thin Phone "supports" eight days of stand-by time. This means that you have to carry along an extra battery to reach a week of stand-by time. This is a target that GSM manufacturers passed a year ago - with an internal battery. If stand-by time doesn't matter why use this extra battery trick?

So the question about IS-95 vs. GSM is this: it is now 1999 and most countries will depend on second-generation digital standards for several years - why should any country choose IS-95 if the consumers can get far better handsets with GSM? You need to carry along an extra battery for your CDMA phone to get anywhere near the stand-by time of a GSM handset... isn't that sort of lame? Isn't resorting to this kind of sleight-of-hand a tacit admission of the fact that CDMA phones can't match the specs of GSM phones?

I'm not sure people will be thrilled about the prospect of carrying both a phone and a back-up battery to overcome the GSM/CDMA quality gap.

Tero