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: Joe NYC who wrote (5041)	3/8/1998 12:51:00 PM
From: Frederick Smart	Read Replies (1) \| Respond to of 10227

Nice To Be Back.... Where did this guy Joe come from??? >>I think you hit the nail on the head. The worldide subscriber count of PCS users will be in 100s of millions worldwide in next 5 years. The selection of handsets and various gadgets for PCS systems will far surpass that of Nextel.>> Joe, did you know that Nextel's technology is digital - the equivalent of PCS. Its version of TDMA is more central to GSM and will link to W-CDMA - the new version of TDMA coming that doesn't not match the Qualcom CDMA standard. If you read the tech wireless rags and trends in Europe and elsewhere, the Qualcom CDMA is out to lunch in this country. This poses a very BIG pickle for the many PCS providers here who have already bet the ranch on CDMA. The US CDMA ranch is at a dead end right now. If I had to guess, Goldman Sachs is on to this fact in their endorsement of Nextel. Others will soon follow. This "Joe" guy sounds like he's reading the first centimeter of this emerging story. Sure I own Nokia and love their technology - but Nokia is more fully in bed with GSM and TDMA than anything else. They will cover CDMA, but only after a true world standard emerges. I expect Nextel/Motorola to be right there when the switch has to be made. Nextel is ALL about leveraging the move of day to day mobile business users over to digital wireless networks. Ok, so Bell Atlantic offers a $10 dispatch service - I say BIG deal! Fact is, BellAT cannot match Nextel's Direct Connect group conferencing feature. Notice how Nextel is not giving this away for a flat fee YET. I expect they will at some point, but it will only be after they integrate more and more of these "business networks" into the picture. Those of you may recall my longer term intention to start a wireless network of some type for the financial services industry where I work. Well I started a new company recently just for this purpose: Smart Bandwidth, LLC. Here in Chicago I have my first beta test going with 6 broker dealers. I am attempting to create my own "financial business" network that allows me to more closely contact individuals, traders, customers, programmers and BD executives as I involved them in building trading applications and services for the financial services industry. My first big client is with a NYSE member firm that trades over 500 issues with 20 traders here in Chicago. The feedback has been great. I will be contacting Arnie on this in more detail and would be happy to involve others in this plan in cities around the country as this deal gets bigger. Now back to Joe's comments again... >>Nokia is already offering a phone/PDA. Sony is coming out with something called Cosmo. 3Com will have a way to use the PalmPilot with PCS standards.>> Nextel has a lot of great things in store in this area which I think will surprise many people later this year. They are deeply in this game - only better...they are the #1 digital wireless carrier serving the business market. Nextel is all business. The other carriers are beating each other up for the retail crumbs. Just watch how group conferencing and business networks really take off when they become more and more mainstream as the year goes on. Good luck everyone. I have been travelling a lot. Will be in Germany next week. Will try to report when I get back. Thanks.