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


To: Al Gutkin who wrote (2987)11/3/1997 1:28:00 AM
From: Arnie Doolittle  Read Replies (1) | Respond to of 10227
 
NXTL's "small niche" includes all U.S. mobil work groups, covering "only" 60 million U.S. workers. Sounds like a niche worth having to me.

McCaw's divorce is yesteryear's news, hardly worth a blip on the screen. Since Mrs. McCaw saw what Craig did with McCaw Cellular, I suspect she's smart enough to realize the potential in NXTL. Otherwise she would have insisted on ca$h. Why bother with Craig's basis which, at current prices, would reduce her bounty?

While no roaming charges are nice, they're not the driving force behind NXTL's success. It's direct connect because every mobil work group can benefit from it while roaming is a considerably smaller niche. In advertising parlance, direct connect is both steak and sizzle; no roaming charges is sizzle to most.

$100 a share takes into account NXTL's realistically achievable penetration. Imho it's too conservative. That's why we'll probably be looking at $150 or more in 3-5 years. I love it when I make mistakes like that.

Arnie



To: Al Gutkin who wrote (2987)11/4/1997 9:34:00 AM
From: Larry Luttrell  Read Replies (2) | Respond to of 10227
 
Couldn't resist. What do I know? Not much. My belief, if you own it believe in it. If you invest it, don't need it. I have used Nextel phones (we have 6) for the last two years in a radiant heating business. They have been great and have increased our ability to communicate dramaticaly. In this day and age being on top of communications = $. We have customers and other business people say all the time how nice it is to be able to easily reach any one in our company. I think it is a good idea to look down the road, too often we run scattered from one thing to the other trying to keep our head up and only drown ourselves further.I like this stock, I like this company. I see the phones all up and down the Calif coast. I even have a meeting today with nextel considering going to work for them. If we believe in it own it, not only the stock the product. Using the product is a much smaller investment than owning the stock. Try it, use it, share it with everyone, sell it, send me leads, send the company ideas of improvement, different ways of using it. Familys, schools, networking businesses, etc. Our growth is only limited be our ability to believe, become involved and use our imaginations. Sorry I will tend to ramble myself.Enough said.