NEXTEL Message Board - Msg: 3659134

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Technology Stocks : NEXTEL

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To: Arnie Doolittle who wrote (5080)	3/10/1998 10:00:00 AM
From: David Kuspa	Read Replies (2) of 10227

Arnie, re your bullish estimates for MOT phone sales, MOT has given out some conflicting info, first describing continued momentum, yet warning of weakening in demand here in the U.S. I'm confused. What's your take on their recent earnings warning? "The Cellular Subscriber Sector continues to experience positive momentum in the sales of its digital handset products due to its improving position in the Global System for Mobile Communications (GSM) market and its recent introductions of new products in the Code Division Multiple Access (CDMA) and Time Division Multiple Access (TDMA) markets. However, a weakening of demand is being felt in the United States. In addition, analog handset sales in the U.S. are declining as a result of an accelerating trend of demand shift from analog to digital products. A competitive pricing environment for digital handsets is developing as those manufacturers who benefit competitively from the Asian currency devaluation put greater than historical pressure on pricing globally, but particularly in Asia."

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