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

To: P.T.Burnem who wrote (4116)	1/13/1998 3:01:00 PM
From: Rob Prickett	Read Replies (1) \| Respond to of 10227

P.T., Last time I responded to you, it was to correct a mis-quote from an analyst regarding FCC incumbernt frequency auctions and a potential switch of Nextel to CDMA. Would you first of all explain your intentions on this board? I am long Nextel, but consider my investment on a business basis. If you can offer coherent, objective reasons why Nextel is in worse shape than the cheerleaders here (sometimes including me) think, please do so! I will be grateful, because I don't want to lose capital. "Nextel in Wonderland". I don't get it. Where is the logic / common sense flawed; 16% more business days means 16% more marketing, 16% more Nextel sales calls, and especially 16% more Nextel user-minutes. That seems like it would bump the ARPU over $70. As a side note, if you follow the history of cellular carriers, the ARPU declines with subscriber increase, due to addition of ligher-weight users. I will read and consider any post you offer if you can address these issues in a rational basis. You may be correct that the churn is up 50%; I do not remember last quarter's number and could not find it. Seems like it was about 1% (memory). I expect churn to grow with any maturing carrier. In fact, I know Nextel has some customer dissatifisaction - This is something that every carrier experiences. But, the positive reception to Nextel far outweighs the negative. Monthly churn in the industry is at 2.5%. (See Post #1639). If Nextel churn goes to 4 - 5%, I will want to understand what is happening. Finally, regarding your cat's prediction on $26-27 as the top, please point me to the post(s) on your response. I remember them, but want to review. Rob