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Technology Stocks : NEXTEL
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To: P.T.Burnem who wrote (3624)12/11/1997 12:59:00 PM
From: Frederick Smart  Read Replies (1) of 10227
 
PTB: Nextel has weathered "increased competition" quite well, thank you. Have you factored in the access revenues?? Have you factored in the eventual unplugging of landline phones in favor of digital wireless? Even at AT&T's new 1000+ minute plans that lock you in for two years - question a business has to answer is what about my costs for the next 1000 minutes per month. With Direct Connect Nextel has the next 10,000+ minutes per user already covered for $35-40 per month MAX nationwide. This is like giving away candy - a compelling inducement to move onto Nextel's network which will be far more integrated than simple one-shop PCS retail.

PT, your vision is really quite limited. A year ago a veritable chorus of spookmeisters were threading their way around talking about PCS competition and yet what has Nextel done in spite of them all - compelled AT&T to finally go for the jugular in a desparate attempt to maintain marketshare as their core long distance revenues are being slashed to pieces. Nextel is far more nimble and aggressive than any competitor in the field. They will continue to surprise us all IMHO.

This is not a ra-ra thread. And you have yet to offer anything in the way of hard and fast details to outline your bearish opinion. All I can fathom is that you are short the stock, period. To which I say, God Bless.
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