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

To: Ramsey Su who wrote (3516)	12/8/1997 4:40:00 PM
From: Paul Frantzis	Read Replies (1) \| Respond to of 10227

Ah, Ramsey, you always bring me out. You state your opinion, but give absolutely zippo to back it up. As has been stated a zillion times, Nextel is a niche player (but it's a large and, more importantly, most lucrative niche). So when you say NXTL's going to be reduced, what do you mean? Is their niche going to shrink or are competitors going to steal NXTL's market share? Why and how? Why do you think that when NXTL starts to be in the black that it's the end of the run?

To: Ramsey Su who wrote (3516)	12/8/1997 6:13:00 PM
From: Arnie Doolittle	Respond to of 10227

"Craig should give you an award for your loyalty." Ramsey, he has. It's called profits. My average is CONSIDERABLY south of here. In March the current situation will be seen as the great buying opportunity that it is. I'll take NXTL as a niche player with arpu of $70 vs. the commodity competition with arpu of $45 or so. AT&T, with its dinosaur management style, will still be trudging along while NXTL owns the mobile work group. Now suppose that NXTL figures out how to add wireless antennas on the side of businesses so that the hard wire systems can go to the dump where they belong. Now what? Ma Bell and her babies are in serious trouble because they're as nimble as government bureaucrats. With wireless geniuses like Craig McCaw on one side, WCOM's new powerhouse on another side, and Microsoft, 3COM et al on the internet side, the traditional phone companies are in a fight for their corporate lives. NXTL will pick up enough pieces to get the stock to 100 and beyond. Arnie