Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark McLeod who wrote (3237)	11/17/1997 12:51:00 PM
From: Bubba	Respond to of 10227

PW analyst indicated he thought Q2 1998 could be the new cash flow positve date. My guess us the company won't give much guidance until they think its in the bag. For them to say this summer that Q3 1998 should be it they must think its a layup. Therefore, given Q3 '97 & Q4 '97 adds going from 225,000 up to 322,000 and now 325,000-350,000 it looks like Q2 1998 could work. My guess is very little in the models reflcet the i600 w/ 2nd line, data etc. Bottom line, they just have to execute. All of these analysts know what NXTL is capable of doing. The problem is there is no benefit to sticking their neck out IN PRINT. They can talk to institutional customers and tell them what they think but printing it is just asking for trouble. If NXTL does what they are capable of doing, we will see the estimates and the stock move up. Contrast this with Coke. Everybody knows what they can do and they pay for it ahead of time in a higher P/E. NXTL's time will come, but not just yet. Remember, Coke traded at a discount P/E to the market as late as the late 80's. Bub