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Technology Stocks : NEXTEL
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To: Arnie Doolittle who wrote (3300)11/19/1997 2:57:00 PM
From: Bubba  Read Replies (1) of 10227
 
Arnie - we're in agreement.

I was trying to paint with a broad brush to illustrate a point.

Comparing ARPU's IS very problematic because of the different service offering. I do it because the doubters cite the difference as unsustainble in a commodity market product. I do it to HIGHLIGHT the difference. Since NXTL actually does create so much money saving value they probably have upwards pricing flexibility, not downwards pressure.

If I remember correctly, virtually all models I have seen have declining ARPU in the next several years. I think there is a real chance they are wrong and because of the value of the service offerings, conferencing, paging, data, two lines etc. I think we'll see minutes of use actually rise. I still use my analogy to spreadsheets. Excel in 1997 bears little resemblance to VisiCalc of 1982. Functionality will increase over time and pricing will hold up as long as the service creates value for the user.

The Bub
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