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Technology Stocks : NEXTEL
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To: Bux who wrote (9331)9/7/1999 6:52:00 PM
From: Rono  Read Replies (1) of 10227
 
Your argument against Nextel seems to revolve around the theme because they don't use CDMA, they will fail. That's a mistake. There will be many success stories in the wireless industry, Sprint, Qualcomm, and Nextel to name a few. Wireless telecom is a huge growth industry with room for many players to succeed. To ignore the huge revenue growth of Nextel and inevitable huge profits because they don't use CDMA (although I don't rule out the use of CDMA for their data products) is disingenuous.

Your alleged advantages CDMA/Sprint maintains over iDEN/Nextel has not shown in Sprint's bottom line, and that's what's important to service providers and ultimately wall street. Nextel will report ~$700 million positive EBITDA this year, while Sprint will not turn cash flow positive until well into next year, even though they consistently add more subs on a quarterly basis. So where's their CDMA advantage?

Ron

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