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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!
QCOM 134.78-1.8%Apr 14 3:59 PM EDT

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To: Philip Merryman who wrote (1805)1/12/2014 3:16:17 PM
From: Maurice Winn  Read Replies (1) of 1814
Yes, we do and will remember: <Over a decade ago I posted to an internet forum called Frezza's Forum defending Qualcomm and the CDMA
Industry from attacks. Many old timers here will remember.
> Bill Frezza is still around though his last post was a few months ago:

It was over a decade ago, last century, and in fact 17 years ago that Frezza and his GSM Nazis Hagfish slimeballs were attacking the CDMA Mafia with false claims about CDMA capacity, who invented it back in 1890 and whether "ve vill deny them their reqvest".

<I am posting today to say my defense of Qualcomm and the CDMA Industry was not just some spontaneous defense on the part of an enthusiastic supporter but a carefully planned strategy to prevent the GSM Industry from blocking Qualcomm's access to the marketplace.>

Unfortunately, GSM's carefully planned strategy did block CDMA from the market place. Europe was ring-fenced and gone. The Euroserfs were bound to a more expensive technology, with 16% royalties payable to the GSM cartel. Now they are bound to the W-CDMA cartel and the extorquerationate 12% royalty. Soon they will be entangled in the LTE swindle at 12% royalty. George Gilder thought it would be a good idea to do away with royalties on CDMA to help promote it. I explained that the royalty was trivial and irrelevant. Thank goodness Qualcomm did not agree with him. They gave it away too cheaply as it was. Qualcomm left $100 billion on the table just in Europe's 3G spectrum auction.

The great advantage of GSM was the SIM, which unlike in the CDMA realm enabled handset owners to swap service providers. Qualcomm tied subscribers as hostage to the service provider in walled gardens. GSM also got economies of scale ahead of CDMA. The advantage of spectrum efficiency was simply to trivial compared with the 2 year cost of owning and using a phone.

No doubt you helped defend CDMA but I doubt that Frezza's Forum held all that much sway in deciding the outcome of CDMA vs GSM. It was certainly a lot of fun back in the early days of Cyberspace.

It's nice to see you again.

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