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

To: P.T.Burnem who wrote (3590)	12/10/1997 3:52:00 PM
From: Arnie Doolittle	Read Replies (1) \| Respond to of 10227

PTB, since NXTL isn't competing directly with Sprint, what difference does it make if Sprint has more spectrum? Since you have a background in wireless telecomm, perhaps you can tell me how a non-competitive company (NXTL) can have an arpu of $70 vs. an industry average of $45 and at the same time add more customers last quarter than any other wireless player, including AT&T & Sprint PCS. Note that I'm not talking about percentage increases; no, we're talking red blooded customers. Perhaps a better question to ask is how Sprint PCS, a company offering a commodity sevice at commodity prices, will be able to compete with NXTL, a company offering a unique service. It is not for naught that AT&T is concerned about business wireless customers. Reread their press release and you'll see little ol' NXTL mentioned as a prime competitor. Someboby with more info than I have must think that NXTL is a player and has enough spectrum to gain significant market share. Let me suggest that if you had used all those web sources you mentioned you'd know what NXTL is trying to do and the vision that McCaw has for the company. McCaw stated in no uncertain terms when he bought into the company that he had no desire to become involved in the commodity cellular phone business. His view? Been there, done that. Ever heard of McCaw Cellular? That's why his vision is mobile work groups. As I've said to you twice before (without a response from you), if you don't understand the concept or if you think it will fail, sell your stock and go short. If you do, get ready for a REALLY BIG excedrin headache down the road when the stock is 100 or more. The measure of a man's beliefs is what he does with his money. Arnie