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Technology Stocks : NEXTEL
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To: Ramsey Su who wrote (3161)11/13/1997 3:21:00 PM
From: Bubba  Read Replies (2) of 10227
 
I have looked over results & see no surprises. Will take a closer look later and report. I think the stock will move within a few days because most of the Street analysts were waiting for this report to redo their models. They weren't expecting anything abnormally positve or negative, just waiting.

I have wondered about Int'l in light of the Asia crisis. I think their product creates enough value for most users that it will still do well. Spreadsheets are necessary because of the incredible productivity they offer over columnar pads. Plus, few models had more than $1-$2 value for Int'l. My understanding is China is up and running, Clearnet you can follow through that stock, Brazil is in the works as is the Philipines. Don't know about Mexico. Having said that, an economic collapse is not good for anyone's business.

More later -

Bubba
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