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

To: Arnie Doolittle who wrote (4911)	2/27/1998 11:01:00 AM
From: Bubba	Read Replies (1) \| Respond to of 10227

Brief synopsis of Goldman Conference - My contact that was at the conference said the NXTL presentation was extremely well received. As evidence witness the stock aciton yesterday. Shindler, the CFO, spoke. He highlighted that the next two year's numbers was something they were quite comfortable with. What they really focused on was how excited internally they were at Int'l biz. Low cost of entry with less competition. e.g., In Brazil, people wait for many months or even years to get a crappy unreliable landline phone. If they can give people instant service, what's the growth potential of that? n.b., PW analyst indicated last year that if BLS price for Sao Palo spectrum were applied to NXTL the value of Sao Palo alone would be in excess of $10 per NXTL share. Not counting the rest of Brazil or any other Int'l biz. The concerns in the audience seemed to be on domestic competitive situation. Namely, Q4 1997 and near term sub # & ARPU. My guess is the Q1 numbers will addresss concerns about last Q4. Near term sub and ARPU numbers only addressed over time as they deliver the goods. Final note - This is critical to near term for stock but irrelevant in LT. Analysts are hearding beasts. They almost never diverge from the pack. Long term readers of my posts know why. Any divergence must be explained and subjects you to humiliation and being fired if you're wrong and a "what have you done lately" attitude if you're right. Therefore - critical to see what position the Street has and which way do they seem to be going. IMHO, the Street is moving up on this stock. The numbers show it and the increasing number of analysts following the stock show it. All it will take is one "opinion leader" to move the numbers up and away we go. Its irrelevant long term because the numbers will either be there or they won't and the street only lets people know about it ahead of time. IOW, we just get paid a little early if the Street figures it out early. But we still get paid either way. Seargeant Bubba, loyal soldier in Arnie's Army.

To: Arnie Doolittle who wrote (4911)	2/27/1998 11:12:00 AM
From: David Kuspa	Respond to of 10227

Arnie, I want to add my thanks to others for introducing me to NXTL and for effectively rebutting the arguments of naysayers and trigger-happy traders. Your take on this company has been right on from day one, and your predictions on the stock movements even more so. You are truly the leader of the pack. In at $18, adding to my position as we shoot for $100. Regards, D. Kuspa

To: Arnie Doolittle who wrote (4911)	2/27/1998 7:54:00 PM
From: PHG	Respond to of 10227

Arnie: If you could answer a few question on Nextel's past history it would be appreciated. The present day technology used by Nextel, was it designed by Motorola in 1992? If so has it been modified since than? The bottom-line question. A country has landline communications and looking to add wireless. Which modern day technology builds out fast, cost the least, and is the most competitively priced for every day use? These were not meant to be trick questions, I just don't know the answers. Anything you can share is welcome. Phil