Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Frederick Smart who wrote (4700)	2/15/1998 7:20:00 PM
From: PHG	Respond to of 10227

Objective Conclusion What will happen when satellites dominate the airwaves and supply coverage from the depths of the Grand Canyon to the remote areas of Utah's Canyonland NP ? Look at the direction of any rapidly expanding technology. Computers, Internet services, stock trading, TV shopping, pagers, telephone calling cards, cable, DDS and cell phones. The prices and profits where sky-high. I think the estimates of the length of time could be considerable inflated before the competition effects the profit margins. The footprint is the answer, yes? You say To much time to develop for new comers. I can't determine how many cell phone companies there are. But they cooperated enough to link service across the country already. If they unify the Roaming charges and reduce the rate even more. And with the cost of the phones almost free now, add the same features as your home phone. Businesses will look hard at continuing their use of the service they already have. The concept is only one step from reality. Hope is a good thing to have. But reality is now, where we live. We just need to see. Phil

To: Frederick Smart who wrote (4700)	2/16/1998 12:41:00 AM
From: JF Quinnelly	Read Replies (1) \| Respond to of 10227

I ran into a friend I haven't seen since last summer. She said "I know you like stocks; well, you ought to look at this company called Nextel.." Seems that her firm acquired a small company last year which was using Nextel phones. As a result, her firm decided to switch to Nextel (10 phones). She says her own phone bill has dropped from around $600 a month to less than $200. She says the firm's monthly phone bills are down nearly 75%. She credits this dramatic savings to the per-second billing, the lack of roaming charges, and especially to the radio function. Loves the radio function. Apparently there is a distinctive sound when the radio "rings", and Jen says she hears that sound more and more when she's out in the crowd. I also got a look at the i-600, which I hadn't seen before. A solid, rather heavy piece of gear, apparently because of the battery. Good for about 8 hours non-stop usage, longer if you put the phone on stand-by. The president of this company is currently using a little StarTac unit but is going to switch over to the Nextel phone. His field service workers use a rugged Nextel unit that has the radio function without the cell phone capability. I'm always impressed when someone who isn't into stocks starts singing the praises of one of my own companies.

To: Frederick Smart who wrote (4700)	2/20/1998 3:22:00 PM
From: Bubba	Respond to of 10227

To Frederick Smart from Bubba Applause, Applause. I am giving you a standing "O" here in my hotel room. You are talking about what the finance guys call, "Investor Psychographics". Why do we make such silly short term decisions? Human nature. Vince Lombardi said, "The secret to winning is not beating yourself." One reason I have not posted much lately along with a heavy travel schedule is I see so much thrashing around on this board. I'm not talking about ST traders; their time horizon is truly different. I'm talking about people I have heard say they are long term investors. Let me urge all of these folks to do this: If you have a concern, investigate until you get satisfied. Call the company, call a local NXTL office, go to the various web sites, look up a document on EDGAR or whatever. Remember, Arnie, myself and many, many others have spent collectively thousands of hours investigating this company. This is one of the best situations I have seen in over 17 years in the investing business. PLEASE BE PATIENT MY FRIENDS!!!!!!! The most important thing is the long term story. The rest is noise. Buffett says, "In the short term the market is a voting machine. In the long term its a weighing machine." Focus on whether you or not you think they are still a heavy wieght. Have the strength ot maintain your convictions. Signing off. Bubba