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

To: Bux who wrote (9348)	9/9/1999 5:26:00 PM
From: Rono	Read Replies (1) \| Respond to of 10227

Holy smokes Bux, what a doomsday scenario! Not only is Nextel sure to fail, but every other non CDMA service provider from here to Jupiter is history also. Good Lord what a high and mighty horse you ride. While I don't pretend to know the technical nature of iDEN or CDMA, I do understand the fundamentals of this issue. Nextel is the clear leader among the digital USA wireless service providers, while the CDMA steam roller is a distant second. Your disdain over this fact is evident for all to see. Get a grip dude. BTW, you sure have been a lucky charm since rearing your stories of demise, keep it up :-) Ron

To: Bux who wrote (9348)	9/9/1999 6:33:00 PM
From: Arnie Doolittle	Read Replies (3) \| Respond to of 10227

Thank you for warning me about my NXTL investment which has an average cost of 15 & change and has caused my ENTIRE portfolio to almost double in 1999. "Do you know why Europe didn't do this?" Geez, your memory works poorly. The US government at the HIGHEST levels jumped into the fray to wrestle with the Europeans. IT WAS POLITICAL ARM TWISTING. Europe correctly saw the GSM-CDMA battle as akin to Boeing-Airbus. Childish? Depends on your point of view. Regardless, the Europeans didn't give away the farm. "Do you have any figures available that show Nextel will not start running into capacity constraints within a year?" Yes. I have a detailed report from Chris Larsen at Prudential which says that NXTL's theoretical user capacity is 48 million users. Assuming they are off by half, that's still 24 million users. I have prepared a NXTL financial model through 2005 which projects 2005 earnings of $6.93 per share based on 13.2 million users @ 64 arpu. I project that will support a stock price of $300 or more within 2-5 years. NXTL never claimed that they wanted to be the biggest, just the best. With less spectrum (currently) than the two other national footprints (T & PCS), NXTL knew that to succeed they would have to focus on the high end while leaving the commodity business to others. The biggest digital wireless winners will be the national footprints with the bones left to the regionals. "As far as marketing effort, I hope you realize there are two things that are most important to subscribers, They are cost and coverage. Hmmm, I didn't hear DC mentioned there." That's because you're not listening. My guess is that you have never used DC. If you had, your attitude about its instant communication would be different. "Somehow I get the feeling that I am making you believe in Nextel with even more fervor. Oh well, makes little difference to me." That's not possible as I've been a strong bull on NXTL for 2 1/2 years. While I haven't posted much on SI recently, if you go back to around 3/97 you'll see my posts all over the place. With the rise of Yahoo, I've since been posting regularly on the Yahoo Nextel thread. If you want to arm wrestle with folks who are more technically savy than me, join us over there. You'll find that it's one of the best threads on the entire internet. Arnie

To: Bux who wrote (9348)	9/9/1999 7:26:00 PM
From: Arnie Doolittle	Read Replies (1) \| Respond to of 10227

Bux, here's the heart of the w-cdma issue as it relates to the various digital technologies. I hope this clears things up for you. idg.net Then select the article entitled "ComputerWorld Canada: Agreement standardizes 3G wireless service." So there you have it - just as I said. 3G CDMA will be an overlay that will fit on top of every current digital technology. Yes, MOT will probably have to tweak iDEN but if they can add DC onto TDMA then they'll be able to modify 3G to accomodate iDEN. Arnie