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Technology Stocks : NEXTEL
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To: SteveG who wrote (9000)4/7/1999 12:35:00 PM
From: Arnie Doolittle  Read Replies (1) of 10227
 
"2007 ending subs of 15.1 million and capex per ending sub of $723. This would also require a solid pick up in the near term quarterly net subscriber additions to the 450,000 to 500,000 range."

These guys don't know how to do basic math. At NXTL's current annual growth rate of 1.5 million net adds per year, they would add 13.5 million users bertween 1/1/99 and 12/31/07, giving them in excess of 16 million customers at 12/31/07. Yet they are projecting 9.8 million users.

And are they conservative or what on their 12/31/07 arpu of $44? Their assumption is that NXTL will not increase arpu in spite of internet access and increased usage per customer. Further, their capex per user is out of wack because their ending customer base is screwed up. My advice? Fire whoever prepared this report and get someone who knows how to do basic math.

Arnie
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