Sprint Nextel Corporation (S) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Sprint Nextel Corporation (S)

S 16.13

-0.2%

2:50 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: carranza2 who wrote (443)	5/6/2002 12:53:00 PM
From: Cooters	Read Replies (1) of 1691

I see PCS as doing extremely well in the next few years with the possiblity of a real rocket ride in '03 and '04 after it essentially spends most of what it needs to spend on infra and networks. The fact that Cingular and AWS are going the wrong way on migration makes that possibility even more attractive to me, not to mention the CDMA efficiency and consequent cost savings. What's your LTB&H take? My take exactly. I think PCS is perfectly positioned. They just need to execute. If they bring the goods on their initial rollout, the uptake should even start in 2H02. Even with minimal data baked into forecasts, their OCF estimates are in the $4.5B range for 03. A really successful data implementation will impact their numbers in a multitude of positive ways - increased ARPU, increased subs, decreased churn. I see minimal competitive threat. Just do it. Cooters

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next