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

To: Arnie Doolittle who wrote (4813)	2/23/1998 9:05:00 PM
From: Bubba	Read Replies (1) \| Respond to of 10227

To Arnie and All - IMHO-George Weiss was right several months ago when he said, (paraphrasing) that CMcC was building a digital wireless network. My add to this is that this network looks a certain way and has certain features now, e.g., Direct Connect and no roaming. In the future this network will look different and have different features, e.g., wireless data and video, and NXTL might only be a part of a larger NEXT.... whatever company. CMcC has the vision but we can quite see it all just yet. By the time it all becomes clear to everyone, even Arnie's butler will have retired and I will have turned this place into a dude ranch. Dreaming Bubba, praying Al will have the faith to stick it out.

To: Arnie Doolittle who wrote (4813)	2/23/1998 10:46:00 PM
From: freeus	Respond to of 10227

OK I see your point, once again. All these "things" that McCaw seems to be into do relate to one another and could be joined together into a large mega company. Sounds good. I think I'll hold on (while Dell helps make me rich) and let Nextel cap those riches off!!!!! I just hope I'm not too old to enjoy it all! (but no I wont be: Mikie has assured us we'll be rich in 2001.) VVVVBG Freeus

To: Arnie Doolittle who wrote (4813)	2/24/1998 7:58:00 PM
From: Rono	Read Replies (1) \| Respond to of 10227

Arnie, care to do some speculating about the LMDS auction? While the auction is far from over, it does appear evident the Next-es came to play ball, and brought their starting line-up to do the bidding. But IMHO the action will not end after the auction, it may very well just be the beginning. I anticipate much wheeling and dealing after the auction in attempt to gain a larger slice of the pie. I don't believe McCaw would be satisfied with half a pie. As we know he thinks big. Because Next-es doesn't qualify for a discount at the auction they may be better off negotiating for spectrum after the auction, through leases, agreements, etc. The WNP Communication venture with their $100 million deposit and hefty discount would seem to be the likely candidate. I can't believe they have any desire to be in the communications business, other than holding a valuable spectrum license. If they don't bid each other up, they could both prosper, and maybe steal the show. Of course this is all pure speculation. Ron