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Technology Stocks : NEXTEL -- Ignore unavailable to you. Want to Upgrade?

To: Rono who wrote (9320)	9/3/1999 10:06:00 PM
From: JF Quinnelly	Respond to of 10227

Nice move today. We finally closed over 60.

To: Rono who wrote (9320)	9/4/1999 10:41:00 AM
From: Mark McLeod	Read Replies (2) \| Respond to of 10227

Hi Ron Hope all is well for you and your family. How are things in Detroit? Hope you were able to get out and catch some of the Tiger games this summer. I have been doing more fishing this summer than I have in years, and as Mr. Smart knows fishing has been better this season than the past two. Had real good luck for about two weeks on the "Big Yellow"(Yellowstone) recently. The Spring Creeks outside of Livingston have also been pretty good, but crowded as usual. I sold about half of my Nextel stock in March, but bought it back and them some about a week later. It cost me a couple of points, but I think it cleansed my soul. Have not sold any since. I have sold and rolled over the Leaps that I bought during the down turn last year, they have worked out pretty well for me. Had to post today as things over the past few months have really put a smile on us "longs" faces.And the new high yesterday on pretty good volume should make everyone happy. I talk periodically with the folks I know at Nextel to get a feel on how things are going. All I hear from them is good things and the repeated admonition,"DON'T SELL". They say that a few pleasant surprises will be coming in the intermediate future, This is similiar to the advise I got over two years ago.Well for those of us that bought and held on things are going pretty well. Ron, you are a straight shooter and I hope things are going great for you. My second largest holding is now NXLK, did you ever get in on that one? I have got the same advise re NXLK that I got for NXTL. Talk to you later. Mark P.S. Does Al Gutkin ever post here? Wonder how things are going for him in Disneyland and how things are going for his brother,"Mr. Sunshine On a Cloudy Day"?

To: Rono who wrote (9320)	9/4/1999 10:55:00 AM
From: Bux	Read Replies (2) \| Respond to of 10227

First, I have never claimed to have an in-depth knowledge of Nextel. That is why I came here looking for feedback. I only follow Nextel to help me understand the competitive environment that other companies I have invested in operate in. My appearance on this thread was spurred by an EPS estimate for 12/2000 by PaineWebber that is wildly different from the published consensus estimates for the same period. You have decided to dredge up a misstatement I made in the middle of July, erroneously referring to Nextel's negative profit as negative cash-flow. I am sorry for that slip. It certainly wasn't intentional and in no way do I mean to unreasonably misstate Nextel's prospects for becoming a profitable company. However, based upon what I do know about the cellular business, technology advancements, spectrum issues and capacity issues, cost of new infrastructure and other issues in this rapidly changing industry, I do have serious doubts about Nextel's ability to turn a profit that could justify Nextel's current market valuation. By the way, I do not have a lack of respect for Nextel's management. I think they have done an amazing job given what they have to work with and I think the current share price is a reflection of management's excellence in maximizing shareholder value. Unfortunately, even the best management cannot hold prices up forever unless the business model continues to make sense looking forward. The figures shown in the analyst report are cash flow per share That is an interesting way to report cash flow per share. I always assumed EPS meant earnings per share. Are you able to explain why Paine Webber is using EPS to refer to cash flow per share? I am still baffled. Bux