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

To: Bubba who wrote (3784)	12/18/1997 1:03:00 AM
From: Arnie Doolittle	Read Replies (2) \| Respond to of 10227

"NXTL has said engineered capacity for system is 15mm. Their near term business plan is 7mm." Bubs, is the engineered capacity based on the planned 6,000 cell sites or some lower number? And what is the increase in capacity per additional cell site? As for the target year being 2002, I assume that is your target, given that NXTL has made no public statements about having 7 million customers by a certain date. Arnie

To: Bubba who wrote (3784)	12/18/1997 8:23:00 AM
From: Paul Smith	Read Replies (2) \| Respond to of 10227

Bubba Your post was helpful and is a great example of what makes this thread worth reading. One question regarding what you wrote, previously you had indicated that capital spending was a concern among some people. How does capital spending fit into your valuation calculations? Do you have any ideas on how much data and the other stuff might help ARPU? It seems like data would only be used by a small number of customers. You might know better.

To: Bubba who wrote (3784)	12/18/1997 11:48:00 AM
From: P.T.Burnem	Read Replies (2) \| Respond to of 10227

Bubba, I have have read most of your posts. 7,000,000 subscribers and ~5B/year in revenues by the year 2002 sounds pretty ambitious. Where did you get this numbers from? The following excerpt from MOBILE PHONE NEWS (Vol. 15, No. 49) speaks of AT&T but equally applies to Nextel: One analyst opined that AT&T needs the high-revenue customers to recover from its investment in TDMA. "[AT&T was] caught holding the bag with TDMA," said Robert Rosenberg, president of Parsippany, N.J.- based Insight Research. "Nortel [NT] admitted to that two years ago. [CDMA champion] Irwin Jacobs is two years ahead of them now." Nextel is a momentum stock: as long the company continues to meet and/or exceed consensus estimates, the stock should do OK. Today CS First Boston initiated Nextel's coverage as a "buy", apparently in response to recent positive guidance from the company. PTB