"2. Nextel is being pushed as a digital cellular company that it is not. In fact, their latest press release hardly mentions digital cellular. The truth is that Nextel is a niche (digital SMR) player.
3. Wireless infrastructure costs are primarily determined by the size of a "footprint", yet revenues are capped by the available bandwidth. Nextel's costly nationwide footprint yields only a limited amount of bandwidth (due to their narrow and non-contiguous frequency band and reliance on old TDMA-based technology) making it a high-cost provider in a highly competetive marketplace.
4. Nextel's subscriber growth is slowing down. Despite entering several new markets, Nextel's quarter-to-quarter growth was a meager 0.6% ."
PTB, the real truth is that you are wrong on each of the points above. We have repeatedly proven you wrong but you continue to spout the same stuff. NXTL is a digital cellular company with a differentiated product, has contigious band width, is a low cost provider able to underprice competition in NXTL's chosen target market of 65 mobil workers, and their growth increased by 19% in the 4th quarter. No point in repeating myself on the details because NXTL is defending itself where it really counts - in the marketplace.
You may make a few cents trading in and out but you'll miss the big payoff because you have no vision of what they're doing. Some people make things happen, some people watch things happen, others wonder what happened. As far as NXTL is concerned, you fit in the latter category.
Arnie |
