Arnie,
I like your approach to estimating Q1 98 adds, but I think the inventory lead / lag might throw it off some. However, I'd say the conservative 50% iDEN to Nextel should more than make up for the inventory assumptions. Thanks for the great research and insight. [You mention i600 ("that's another 313,000 i600 units") - did Motorola specifically say the shipments were i600, or is that just a reasonable assumption?]
Arnie, could you point me to the post where you mention TA books, or repeat them for me? You TA guys sound so cool with your lingo, I decided to really try to understand what you're talking about - and I'd like to increase my investment skill level.
Finally, yesterday I was sitting in the conference room for a lunch break with a bunch of communciation satellite engineers. A guy there who handles the phone / pager needs for the group (and company-wide) was talking to an engineer: "Next week we'll be switching phones .... No, we're going to Nexel ... yeah, Nextel ... better, cheaper ... etc." I'm estimating 40 - 60 units, maybe more.
Do you still think 32 is doable in the next few weeks?
Rob |
