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

To: Bubba who wrote (3221)	11/16/1997 4:59:00 PM
From: Mark McLeod	Respond to of 10227

Bub, did the PW analyst give any indications why SG&A/cost of adds ratio was decreasing? Critical mass or lower costs from outsourcing more of sales force? I too was surprised by fact that indirect sales channels accounted for more than 40% of new adds in 3Q. Based on last weeks press release this percentage appears to be heading higher and thereby should reduce selling costs,IMO. PW analyst, as former Nextel inside guy, seems to be getting good info . Any idea if anyone is going to come out soon with repeat buy recommendation or modified price target. Mark

To: Bubba who wrote (3221)	11/17/1997 1:33:00 AM
From: Al Gutkin	Read Replies (2) \| Respond to of 10227

Bubba: Would the improved range involve routing through some land lines? Another question: Since most of the newest enhancements seem to be computer related digital compression, how can data be transmitted, such as faxes, without disruption? Is there some sort of error checking, like with a land line modem? My clients tell me that there is some atmospheric interference with voice so I was wondering how data could be transmitted. I really would like to become educated in the technical side of Nextel's communication network, I sure others would also. Any chance you could help? Al PS Are you going to Comdex?

To: Bubba who wrote (3221)	11/17/1997 11:58:00 PM
From: James Peter DeGreef	Read Replies (4) \| Respond to of 10227

It says in the 10K under competition: "Each of the markets in which the Company's Digital Mobile networks operate or will operate is served by multiple other wireless communications service providers. In each of the markets where the Company's Digital Mobile networks operate, the Company may compete with the two established cellular licensses in such market and as many as six PCS licensees. The FCC has described PCS as a digital, wireless communications system consisting of a variety of new mobile and portable services and technologies, using small, lightweight units. PCS services may include portable, two-way voice and data services. A substantial number of the entities that have been awarded PCS licenses are current cellular communications service providers and joint ventures of current and potential wireless communications service providers, many of which have financial resources greater than those of Nextel. PCS operators will likely comopete with Nextel in providing some of all of the services available through the Company's Digital Mobile networks. Additionally, the company expects that existing service providers, some of which have been operational for a number of years and have significantly greater financial and technical resources than those available to the Company, will continue to upgrade their systems to provide digital wireless communicaitons services competitive with the Company's Digital Mobile networks. Nextel also epxects to face competition from other technologies and services developed and introduced in the future." also "the FCC has reallocated 220 MHz of radio spectrum for use by 'emerging telecommunications technologies,' such as PCS, low-earth orbit satellites and mobile satellite systems. The FCC has authorized a consortium of communications companies to provide nationwide mobile satellite services. Nextel cannot predict how these technologies will develop or what impact, if any, they will have on Nextel's ability to compete for wireless communications services customers." (pg. 12-13) also "Nextel anticipates that its net losses will increase significantly during the ongoing start-up phase of Digital Mobile networks and that it will continue to generate significant operating losses over the next several years. Nextel's ability to arrange sufficient equity and/or debt financing or the generate sufficient revenue to cover its operating and capital needs is subject to a number of risks and contingenies." also "Nextel currently expects that implementation of its Existing Business Plan will involve budgeted infrastructure and other system capital expenditures totaling approximately $1.0 billion during 1997 and 1998 and the implementation of the Revised Business Plan would raise such total infrastruncture and other system capital expenditures by at least $450,000,000 during the same two-year period. In this connection, Nextel anticipates that purchases or Motorola-maunfactured infrastructure equipment will represent the largest category of capital spending." Personally, I don't understand why everyone is so bullish on Nextel. It appears there huge debt burden, which is financed at current high rate of interest are killing the company. Does the fiancing community view this as exetremely risky, which is why Nextel's cost of capital is so great. If there are over 44 million users of cellular phones in America, doesn't that mean Nextel has less than 1 percent of current market. Why is everyone so optimistic about Nextel? Please don't just reply that their phones work the best, I want some serious discussion, thanx, Jimbob.