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

To: slacker711 who wrote (9995)	10/4/2002 1:58:15 PM
From: Rono	Read Replies (2) \| Respond to of 10227

Thanks for the heads up Slacker, I listened to much of the call, but was interrupted a by a couple phone calls. Here's some rough notes. -National Direct Connect will be a premium service. I interpret that to mean additional charges for national direct connect calls. -40% margins -No interconnect charges for DC, meaning those calls do not travel through land lines. -Nextel's DC was the only WSP not knocked off line in New York on 9-11 -16,000 cell sites and 85 switches -under 2% "drop & blocked" calls -15 to 20kbs data service which is acceptable for current applications -6 to 1 vocoder on time and testing well -Nextel turns down 72% of customers who come through the door due to poor credit. Currently running 3.3 to 3.4% bad debt. -Nextel market share - 9% of subscribers and 12% of revenues -Operating cash flow per sub of $29 per month -Best thing Nextel has done is to delay spending on overlays or new technologies. Said "there is some neat stuff out there that blows CDMA away" I'm sure I missed some stuff, so I welcome additions, corrections, and comments. Ron