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

To: Rono who wrote (9723)	1/22/2001 2:17:31 PM
From: Bux	Read Replies (1) \| Respond to of 10227

Rono, can you comprehend simple English? This is what I said: I thought Nextel bowed out of the recent spectrum auctions early without spending a penny, already had enough spectrum to meet their four-year business plan. Hmmmmmm.... Now how is that any different from what you claim: You thought wrong Bux. Nextel has current capacity for 4 to 5 times times existing customer base or 25 to 30 million users. O.K., I said I thought they had enough spectrum to meet their four-year plan, you say wrong, they have enough capacity for 4 to 5 times the existing customer base. Are you saying that they don't have enough spectrum to meet their 4 year business plan or that they have enough to take them well beyond 4-years? Or are you just disagreeing because you like to disagree with me? In either case, the question still stands. Why do they need to raise yet another $1.2 Billion (with a capital "B")? They claim it is to "expand" their network and pay off other debt. Didn't they sell $2 Billion in junk bonds in December of 1999? Now another $1.2 Billion? And they are paying 9.5% interest? Ouch! Bux

To: Rono who wrote (9723)	3/14/2001 3:47:37 PM
From: Bux	Read Replies (1) \| Respond to of 10227

Looks like we now know why Nextel needed to raise all that cash, they are converting to CDMA. Donohue kept repeating the capacity advantage of 1X CDMA. Maybe I was right about iDEN not having enough capacity to compete? Message 15501769 Nextel CEO Donohue was asked about how they planned to compete with AT&T on 3G and data. After a pause, he made the following points: (1) He couldn't understand AT&T's wireless strategy and the multiple networks they were going to have to support. (2) EDGE was dead in his opinion, Nextel dropped it from consideration last year. (3) To get to even GPRS for data, AWE has to first overlay a GSM network, and even then GPRS data rates will only be equal to what IDEN provides now. (4) There was no way AWE would be competitive with NXTL and Sprint on data. (5) The near term key for NXTL is the "incredible capacity lift for voice" that 1X will provide. (6) Sprint will be first to market with 1X, NXTL second. (7) NXTL 1X roll out will start mid 02 (initial) to early 03 (volume), still getting pricing from vendors, handsets available mid 02. No mention of the Verizon competition. Bux