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Technology Stocks : NEXTEL
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To: Anthony Wong who wrote (8816)2/23/1999 1:08:00 PM
From: Arnie Doolittle  Read Replies (4) of 10227
 
I have seen Hines' work and imho he's too optimistic. Catch this simple statement from his comments today:

"In 1999, Hines expects cash flow of $709 million this year"

To Jeffrey Hines:

There's one "minor" problem, Jeffrey baby. Either you're assuming adds greater than NXTL's guidance of 1.4-1.6 million or a conversion rate higher than NXTL's guidance of 52%. At 1.5 million adds and $70 arpu, you're using 56%. How can you tell your clients that and still keep a straight face? Given NXTL's recent performance on predictions, it seems prudent to stick with their numbers until results say otherwise.

Arnie
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