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Technology Stocks : NEXTEL
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To: p friend who wrote (5148)3/14/1998 7:15:00 PM
From: Tavros  Read Replies (1) of 10227
 
P friend,

This is great information. I (and I bet the rest of the NXTL board) greatly appreciate it. If you have the time, can you please elaborate how the LMDS spectrum acquisition would fit in NXTL's strategy (apart from the fact that they are acquiring spectrum at a good price - real estate), given that the frequencies it operates are different than that of LMDS. Are there any economies of scale anywhere (except the word "wireless"?), or are we looking at another major spending spree to layout the necessary tower infrastructure (Al will have a fit if NXTL has another borrowing spree)? Some of the existing tower infrastructure, i bet, will be utilized, but we must be looking at some new investment spending here.

I would appreciate your thoughts (or anyone else's) in this regard.

Thankfull Tavros
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