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


To: Allen Furlan who wrote (10076)12/3/2002 12:51:21 PM
From: Arnie Doolittle  Respond to of 10227
 
This isn't really news as it was also mentioned in the last conference call. All wireless telcos have awakened to the fact that they misread the public's demand for 3G. No one has it yet and even those who go the 3G route won't get there for 2-5 years. 2.5G, including CDMA's 1x is nothing more than souped up 2G, barely a half step towards 3G. The telcos went the inexpensive 2.5G route because it gets them the most for the least. So far the public has been underwhelmed by all wireless products except voice. And DC is the only distinguishing feature in the industry. NXTL has it; the other guys don't. Nationwide DC fills the DC gap and any telco venturing into DC-like services will have their hands full competing with NXTL.



To: Allen Furlan who wrote (10076)12/3/2002 2:30:07 PM
From: Rono  Read Replies (2) | Respond to of 10227
 
Voice is still King and with capacity for 22 million customers using the new vocoder, why spend money on 3G? That's Nextel's position, and I agree. The only constant about technology, is that it's always changing. Always something better coming on the market. Why spend money now when in a few years something better, and probably less expensive, will be available. Nextel built the first 2.5G network from the ground up and their competitors are just now catching up. In a few years Nextel will be the first to offer 4G (whatever that is) and leapfrog the competition again. Hold off spending for as long as possible is the mantra of the times.

Ron