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

To: P.T.Burnem who wrote (3799)	12/18/1997 12:44:00 PM
From: Ken Benes	Respond to of 10227

P.T. I have been following your posts for some time, and to be truthful, they are making less and less sense. Your position as the Cassandra of this thread utilizing facts and opinions that have at best a very oblique connection to nextel perplexes me. You constantly refer to the vulnerability of nextel as a digital cell provider and you do not seem to understand, the strength of nextel is the direct connect feature with the availability of a cell phone as the icing on the cake. As I have said many times, as a nextel user, sprint, att, can offer me 1000 f ree minutes a month off peak and it is worthless to me as a business owner. I use my phones 99% of the time during regular business hours as to all the other nextel users that I know of. For those users who work around the clock, the free minutes still require dialing a number which becomes very cumbersome for a 10 second conversation. Nextel is a niche player who for the time being has a monopoly and an expanding network, keep your eye on that ball for that is where the payoff is going to come from. Ken

To: P.T.Burnem who wrote (3799)	12/18/1997 4:26:00 PM
From: Bubba	Respond to of 10227

PT - My sources are several telecom oriented newsletters such as Paul Kagan's, a First Call research machine for Street research and 17 years of Street contacts. I use the 7mm million number to illustrate a point. Think about a fully built out packet switched network covering 85%-90% of the US population as an office building with variable rent. You only pay for the time you're in it. When you're not in your space, I can rent it out to some one else. I charge higher rent for some users depending on what they need from me but can charge a base rent to everyone. I could even add a few floors here and there if I need to. There are only four quesitons. Will I have enough tenants? Can I charge them enough rent to make money with out bringing in competition? How easy can someone set up a competing building? Can I hire a good building manager? Perhaps not a perfect analogy but you get the point. Bub