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Technology Stocks : NEXTEL
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To: im a survivor who wrote (10037)10/29/2002 3:17:01 PM
From: Arnie Doolittle   of 10227
 
"A) Do you think NXTL warrants such a high valuation based on current, or even projected numbers 2 or 3 years out?"

Good golly, Miss Molly, YESSS!!!!! There are several things you are missing:

1. NXTL is the first and only wireless telco to reach critical mass and actually make money.

2. They are almost FCF positive.

3. They have the highest margins and arpu coupled with the lowest churn.

4. Earnings will continue to leapfrog for as long as NXTL can continue to increase their market share.

5. Within your 2-3 year time frame the EPS will be somewhere between $1.50 and $2.50 per share. How can that happen? Critical mass has been reached. PCS and AWE are beginning to hint at the same economy of scale but they're a country mile behind NXTL in profit potential near term. That's why NXTL has zoomed while the others have lagged.
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