Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 155.82

-1.3%

Jan 23 9:30 AM EST

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To: Uncle Mikey who wrote (1538)	4/13/1997 5:53:00 PM
From: Ramsey Su	of 152472

Mike, NXTL is kind of a long story but I will give it a try. Nextel is based on some band that MOT had, I think it was 800mhz. McCaw jumped into the picture with a huge investment, something in the billion range, and gave Nextel credibility. MOT still has a big stake because they supply the iDEN stuff to Nextel. The technical part will have to be filled in by someone other than me. It is definitely not CDMA and has nothing to do with QCOM. The major advantages of Nextel as I see it are: 1) a huge footprint covering the entire north America - US, Canada and Mexico. 2) no roaming charges for long distance. 3) a business can set up internal systems, I think it is around 300 users per system. Once you are connected to someone within the system, you can switch to "internal" with a push of a button and save even more on charges. I have no idea how good the voice quality is but remember they had problems with the initial launches. They have apparently fixed it by now. I think businesses with many employees scattered all over the country who need to communicate with each other would definitely choose Nextel. This is their niche. To a normal user, their features are worthless, considering their current rates which is higher than AirTouch, Sprint or Pac Bell in San Diego now. As an investment, Nextel is a start up phone company. They are severely in debt and not expected to be in the black for a few more years. Subscription rate has surpassed expectations since launch. The stock has performed rather poorly for the last year or so. As a competitor, they are certainly going to have their market share for awhile. It is eventually going to come down to price as to who will get the lion's share. On that I am betting on the PCS side. Hope this helps. Ramsey

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