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Technology Stocks : NEXTEL
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To: P.T.Burnem who wrote (3687)12/13/1997 12:51:00 PM
From: Arnie Doolittle  Read Replies (2) of 10227
 
Here's a post from the NXTL Yahoo thread. It says it all:

By: albrown
Date: Dec 13 1997 4:26 A.M PST
Reply To: Msg. 83 bymo_42
The nice thing about fundamentals is that they are facts that cannot be changed. Fundamentas are not hype, by definition.

Fundamentals:

1. Sales are booming. Nextel added more new subscribers than all other cellular companies.

2. They have the only proprietary wireless digital network. It is now 75% completed and they are in all of the largest markets and cities. They will have coverage of 98% of the US population.

3. Their cellular telephone has more function that any other cellular telephone.

4. They own the high-end of the business.

5. They have the lowest cost of sales than any other provider. That means they can be price competitive. My opinion is and has been that they are the low cost provider for the business community or the high usage customers. For example, their no roaming fee policy saves huge money to businesses and cannot be matched by competion. They are the only company to round off to the nearest second. They got their specturm cheaper than anyone else. All of this will take market share from others.

6. They will be cash flow positive in about 6 months.

7. They have the best management in the cellular business.

8. They are in an industry that is growing about 35% each year. Nextel is getting a nice share of this new business.

9. They are immune to the Asia flu. They took US infrastructure shots against the Asia flu.

10. The CEO stated recently that Nextel should be able to add about 1.5 million subscribers each year (they are close to that rate of new subscriber additions now). Since 2 million makes them cash flow positive, you can see (if you play the the new subscriber numbers going forward) that they will be going to generate a very large amount of revenue over the next few years.

11. Their gross margins and ratio of net income to sales will be larger than most US companies. They have no telephone operators, they do now own the software, etc. ---this is a low maintenance company.

I am happy to discuss the fundamentals with anyone. I can support anything that I have said. Based on these fundamentas, I have concluded that the Nextel stock will continue to rise as the numbers of new subscribers are published at the end of each quarter and the sizeable earings that are forseeable.

I only ask anyone that reads this message keep the level of communication on an objective level.

I think that any message that is not based on fact should be ignored.

Al Brown
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