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Technology Stocks : NEXTEL
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To: Paul Frantzis who wrote (2617)10/21/1997 6:09:00 PM
From: Ramsey Su  Read Replies (1) of 10227
 
Paul, thanks for a great response. I especially appreciate your dosier. We need to know who is "talking" to quantify the value of the information posted.

Believe it or not, we are actually in agreement in most areas. The areas where we disagree are not related to Nextel and probably best be debated some other time some other place. Besides, I suspect only time will prove who is right or wrong.

Focusing on just the portion of MOT that pertains to Nextel, are you aware and at liberty to discuss the type of R&D projects they are working on? Is the next generation Nextel phone going to have more bells and whistles than the current features? Any info appreciated.

I think the wireless market is heading toward "gadgets galore" next year. The obvious are full email, some type of internet connect and who knows what else. Chip size and embedded technology is going to create features that we don't even know we can't live without today. I think Nokia has a great idea with color phones. They should sell a few extra just on that "feature" alone.

The size of Nextel's niche depends on what the competitors come up with and at what price points. I don't see anything coming in the near future that would be considered a threat but technology is progressing so fast in this arena that who knows who is working on what at this time. Wouldn't it be interesting if MOT's CDMA handsets come on the market at the end of the year with some type of direct connect.

Ra Ra Arnie, just don't forget to take me out at $22 if you are wrong.

Ramsey
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