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To: q_long who wrote (92869)1/29/2001 1:26:44 PM
From: gdichaz  Respond to of 152472
 
q long: Nextel is important as a break out of the current CDMA One networks.

Nextel has about 7 million who use its service - the distinction between Nextel and "Partners" is confusing.

Also confusing is the discussion of new spectrum at 700. That may or may not happen. (But whether it happens or not, the logic of Nextel using 1x for data is so compelling that Nextel may well find a way regardless of what happens in next sprectrum bid - comments?)

Sprint will do fine. Verizon will do fine. Nextel (if this happens) will do fine. AT&T will be hanging onto the cliff with its fingernails re: data, no?

Best.

Chaz



To: q_long who wrote (92869)1/29/2001 1:26:43 PM
From: gdichaz  Respond to of 152472
 
Monday, Jan 29, 2001 1:13 PM ET
To: q_long who wrote (92871)
From: gdichaz

q long: Nextel is important as a break out of the current CDMA One networks.
Nextel has about 7 million who use its service - the distinction between Nextel and "Partners" is confusing.

Also confusing is the discussion of new spectrum at 700. That may or may not happen. (But whether it happens or not, the logic of Nextel using 1x for data is so compelling that Nextel may well find a way regardless of what happens in next sprectrum bid - comments?)

Sprint will do fine. Verizon will do fine. Nextel (if this happens) will do fine. AT&T will be hanging onto the cliff with its fingernails re: data, no?

Best.

Chaz



To: q_long who wrote (92869)1/29/2001 1:26:44 PM
From: gdichaz  Respond to of 152472
 
delete duplicate



To: q_long who wrote (92869)1/29/2001 1:26:45 PM
From: Uncle Frank  Respond to of 152472
 
>> I believe the 100k data users by 2001 referred to the IDEN packet data customer base.

You're right; Nextel has a much larger subscriber base than I imagined. From their 11/14/2000 10Q filing:

As of September 30, 2000: we provided service to about 6,157,000 digital subscriber units in the United States, adding about 540,400 net subscriber units during the quarter; and our digital mobile network or the compatible digital mobile network of our affiliate, Nextel Partners, Inc., was operational in areas in and around 177 of the top 200 metropolitan statistical areas in the United States.

This would be a very juicy win....

uf



To: q_long who wrote (92869)1/29/2001 1:26:45 PM
From: Uncle Frank  Read Replies (1) | Respond to of 152472
 
>> I believe the 100k data users by 2001 referred to the IDEN packet data customer base.

You're right; Nextel has a much larger subscriber base than I imagined. From their 11/14/2000 10Q filing:

As of September 30, 2000: we provided service to about 6,157,000 digital subscriber units in the United States, adding about 540,400 net subscriber units during the quarter; and our digital mobile network or the compatible digital mobile network of our affiliate, Nextel Partners, Inc., was operational in areas in and around 177 of the top 200 metropolitan statistical areas in the United States.

This would be a very juicy win indeed....

uf



To: q_long who wrote (92869)1/29/2001 1:26:46 PM
From: Uncle Frank  Respond to of 152472
 
>> I believe the 100k data users by 2001 referred to the IDEN packet data customer base.

You're right; Nextel has a much larger subscriber base than I imagined. From their 11/14/2000 10Q filing:

As of September 30, 2000: we provided service to about 6,157,000 digital subscriber units in the United States, adding about 540,400 net subscriber units during the quarter; and our digital mobile network or the compatible digital mobile network of our affiliate, Nextel Partners, Inc., was operational in areas in and around 177 of the top 200 metropolitan statistical areas in the United States.

This would be a very juicy win indeed....

uf



To: q_long who wrote (92869)1/29/2001 1:26:46 PM
From: Uncle Frank  Read Replies (2) | Respond to of 152472
 
>> I believe the 100k data users by 2001 referred to the IDEN packet data customer base.

You're right; Nextel has a much larger subscriber base than I imagined. From their 11/14/2000 10Q filing:

As of September 30, 2000: we provided service to about 6,157,000 digital subscriber units in the United States, adding about 540,400 net subscriber units during the quarter; and our digital mobile network or the compatible digital mobile network of our affiliate, Nextel Partners, Inc., was operational in areas in and around 177 of the top 200 metropolitan statistical areas in the United States.

This would be a very juicy win indeed....

uf



To: q_long who wrote (92869)1/29/2001 1:26:46 PM
From: gdichaz  Respond to of 152472
 
Monday, Jan 29, 2001 1:13 PM ET
To: q_long who wrote (92871)
From: gdichaz

q long: Nextel is important as a break out of the current CDMA One networks.
Nextel has about 7 million who use its service - the distinction between Nextel and "Partners" is confusing.

Also confusing is the discussion of new spectrum at 700. That may or may not happen. (But whether it happens or not, the logic of Nextel using 1x for data is so compelling that Nextel may well find a way regardless of what happens in next sprectrum bid - comments?)

Sprint will do fine. Verizon will do fine. Nextel (if this happens) will do fine. AT&T will be hanging onto the cliff with its fingernails re: data, no?

Best.

Chaz



To: q_long who wrote (92869)1/29/2001 1:26:46 PM
From: gdichaz  Respond to of 152472
 
Monday, Jan 29, 2001 1:13 PM ET
To: q_long who wrote (92871)
From: gdichaz

q long: Nextel is important as a break out of the current CDMA One networks.
Nextel has about 7 million who use its service - the distinction between Nextel and "Partners" is confusing.

Also confusing is the discussion of new spectrum at 700. That may or may not happen. (But whether it happens or not, the logic of Nextel using 1x for data is so compelling that Nextel may well find a way regardless of what happens in next sprectrum bid - comments?)

Sprint will do fine. Verizon will do fine. Nextel (if this happens) will do fine. AT&T will be hanging onto the cliff with its fingernails re: data, no?

Best.

Chaz