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Technology Stocks : NEXTEL
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To: TPN35 who wrote (8731)2/10/1999 11:01:00 AM
From: Arnie Doolittle  Read Replies (1) of 10227
 
I think there's another interesting angle in the PCS vs. NXTL discussion. Investors have short attention spans and NXTL's story is getting a little shop worn vis a vis PCS which is newly public with a fresh story.

You can look at the huge adds disparity and you should. But when you put arpu numbers and churn rates on those add bones the comparison with NXTL isn't as it first appears.

PCS has some consumer advantages that NXTL isn't likely to duplicate soon: Brand name awareness and 9000 retail outlets. Yes, 9000. What are the chances of NXTL duplicating that? If you want to consider the difficulty in developing a national brand, look at QCOM's challenges in trying to make a name for itself in wireless telephones. It ain't easy out there.

On the other hand, NXTL trumps PCS's pair of twos for the high end market and PCS isn't likely to have a DC answer for 3 years MINIMUM.

Arnie
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