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

To: P.T.Burnem who wrote (3658)	12/12/1997 4:24:00 PM
From: Novice Bob	Read Replies (2) \| Respond to of 10227

PTB: Please post your other concerns, I have a meeting Wed. 11AM with a Nextel engineer, I am printing all of your post about Nextel to review them with him. Hope to get some answers this weekend, you seem to have a real agenda here, I am very anxious to get to the bottom of it. Hey Arnie, are you sure this guy is not OJ using a different name? Robert Arnie, look at this guy's past posting, I think you got a shorter here! IMO! Remember how we shot down OJ!!! :-)

To: P.T.Burnem who wrote (3658)	12/12/1997 4:53:00 PM
From: Arnie Doolittle	Respond to of 10227

PT, your arguments are silly when you take the entire U.S. territory. No one in the wireless biz covers anywhere near all the U.S. landscape. Get real. As for adding cell sites, fortunately for NXTL they've got many of the former McCaw Cellular folks plotting their strategy. They don't have to be arbitrary in adding cell sites since they're as experienced as anyone in the industry. How many competitors have tied up the cell sites they need to add over the next two years? NXTL has leases and governmental licenses on 90% (probably more by now) of those future sites. If you think that NXTL has only one cell site in NYC, maybe I could interest you in a piece of the Brooklyn Bridge. If you're going to continue to make the bearish case, try using the truth instead of what you clearly know is false. Instead of playing games, if you've got something to tell me about time slot, get with it, lad. Arnie PS As for JPM, I have checked their basic assumptions. Have you? I think their projections are low by a ton.

To: P.T.Burnem who wrote (3658)	12/12/1997 5:27:00 PM
From: Frederick Smart	Read Replies (1) \| Respond to of 10227

>>Of course NXTL's network can be build with fewer cell sites - simply because operates on lower frequences.>> "simply because is operates at lower frequencies"??? you sound so smug in that statement. From my interpretation, I would say you are wrong PTB. Frequency is only a part of the picture. How about more energy behind each digital pulse. TDMA packs more energy behind each transmission, making them more reliable, harder to knock off and easier to hand off - both from a connection and switching perspective. Is TDMA a problem? Hardly. GSM, the most popular digital world standard is as pure a varient of TDMA as you can get. Nokia, another company I have great respect for, is totally commited to the TDMA standard for its infrastructure and buildout programs in Europe - a very seasoned market - and the far east where they have great penetration. I happen to think Nokia would make a great second supplier for Nextel - MOT has released the specs and protocols and Nokia just might be interested. CDMA is not without its material shortcomings - the higher frequencies support, theoretically more calls - but at what price? - for each call is supported by less energy, requiring more towers, and other infrastructure than is needed with TDMA. CDMA is also prone to fade problems from rain, weather, even ice and winds create problems, etc. Ever hear of PRIMCO- another national CDMA PCS provider? Here in Chicago the quality on PRIMCO is pretty bad by comparison. Calls drop, disappear, fade, etc. with clear zappy static at times. The kinks can only get worse in this very thin high MHz armor. As for the Forbes website - the reason why Nextel is not listed there is that, as editor of Forbes ASAP, George Gilder has been riding the CDMA bandwagon for some time. >>The flip side of this coin is lower bandwidth/more busy signals, pricier and heavier handsets, shorter battery life.>> Lower bandwidth means more busy signals?? Come on PTB - with Nextel's service, busy signals are very rare. Much of the use goes Direct Connect anyway which is 6 calls per channel anyway. Heavier handsets??? The new 6 oz. phone compares favorably to most out there today - much sleeker than Nokia's Communicator. It's not a StarTrac but they will get there. Battery life?? They've got that down, too. Try a 6 oz. standard with 18 hr.s of standby oe upgrade to the 4 oz. lithium for up to 30 hrs of standby. >> You get what you pay for, except that you'd have to pay more with Nextel. DISADVANTAGE NEXTEL. << Paying MORE WWITH NEXTEL??? Did you just roll out from under the rock? Nextel offers UNLIMITED two-way for $35-40 per month. That blows EVERYONE away on a pure pricing comparison. But the fact is, you can't really compare Nextel to anyone as they are in a league of their own with Direct Connect. Dailing for people gets rather old when you can CONNECT NOW with Nextel. I'd say that, overall, PT you have failed to understand Nextel's market, and its the more you contribute, the more your understanding of the basics behind their technology is limited - and this is coming from me, a guy who makes no claims to being a telecom expert. My guess PT is that it looks as if you are simply talking your short term position. If you were really certain and serious you'd be telling us you are short, period. Now your going to be long stock as they put the stock to you at $25 against a short call postion that will expire. That's not the kind of position I'd expect from a guy blowing the kind of smoke you've been inhaling. All I can say, is have fun PT. Stick around. Play devils advocate, but please bring some new information we haven't already factored and dispatched from a long time ago. "PT" is sounding more and more like a "part-time" entertainment. Good luck!

To: P.T.Burnem who wrote (3658)	12/12/1997 5:43:00 PM
From: Ken Benes	Respond to of 10227

I believe you are stretching when making reference to the total area of the USA. I believe it would have been more appropriate to divide total sell cites by the area of the cities that comprise 90% of the US population. In the case of New York city, one cell site might cover an area of 10 square blocks. And yes sometimes, when traffic is high, their is interference. However, it is nothing greater than what I experienced with any other cellular phone in NYC. Try making a telephone call on PCS during rush hour in New York, lots of luck. Ken