PT, I've been thinking about your technology arguments CDMA Vs TDMA etc. and I'm reminded of the arguments offered in the networking market by router vendors Bay Networks (originally Wellfleet) and Cisco. The technology alternative of Bay's distributed solution Vs Cisco's centralized architecture was debated and dismissed. Cisco won hands down.
The question for investors is which technology will grow FASTER and therefore make $$$. Growth has nothing to do with the technology being used and everything to do with the features supported by the technology. Equally important is for the vendor to effectively market the features.
Businesses and consumers buy FEATURES, BECAUSE FEATURES PROVIDE BENIFITS.
I have been a Nextel user since the summer of 1997. I purchased a Nextel phone to eliminate roaming charges and take advantage of per second billing. I have never used Direct Connect. In my case, monthly roaming charges averaged $200. I would travel 3 days a week to most major cities in the US. It has never been a concern of mine to understand WHAT TECHNOLOGY IS USED TO TRANSMIT THE CALL.
I did not care then, nor do I care now that Nextel is TDMA not CDMA.
As the CEO of software company I completely understand the future of a business is dependent on their strategic use of technology, however I'll leave SMR stuff to Nextel and Motorola to solve. At this point I understand the features, benefits and value provided by Nextel. Simply put, for their target market there is no competition.
Regards,
Mike V
PS. I hope you started this discussion to express your technology concern and I have to admit I personally have enjoyed watching the discussion. However, if the discussion was started as a feeble attempt to talk Nextel down to support your short term trading strategy then anyone foolish enough to sell Nextel at this level deserves to miss the ride of the late 90's. Based on you #3735 my conclusion leans towards the feeble attempt scenario. |
