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

To: Ken Benes who wrote (5045)	3/8/1998 1:29:00 AM
From: Al Gutkin	Read Replies (1) \| Respond to of 10227

Ken: Do you really think ARPU's has an affect on the stock. I agree that ARPU's might be part of a valuation method for the company as a whole, not the trading price of the stock. The stock has not appreciated when the quarterly announcements were made. Why? because the announcements are all the same wording. "Nextel has had another record quarter" defined as bigger losses than the previous quarter. I just got back from Arizona, where I met with my wireless client. He has the system that goes from Lake Havasu, Kingman, Bullhead to Vegas. Evidently Nextel bid and won some of his occupied channels. From what he said, Nextel overpaid for the channels, has to move him at Nextel's expense to other channels, without any distruption of service. Nextel paid millions for something he paid 30 bucks for. The catch is, Nextel has a limited period of time to do this, or the their rights expire and the money is lost. Let's summarze this. Pay millions for an option, then pay more to move the existing occupants, then pay more to build out your system. LIke my client says, Nextel doesn't care about his area, sparce population, why buy the channels. As a matter of fact, he ran Nextel out of town once because they couldn't compete with his system, there new stuff is interesting though, and the situation may be different now. (now that they borrowed all that money, use some for subsidy, huh?) ps. My client lost his ass on Pittencrief stock, when Nextel bought the company the stock took a dive. Regards from Al G., out there in the field getting more useless info.

To: Ken Benes who wrote (5045)	3/8/1998 4:39:00 PM
From: Ed Pittman	Respond to of 10227

Ken... With Nextel holding the 26-28 area in the next 4 weeks would be very bullish..I don't think it will hold. Once we get past options exp. the market doesn't look that good..Well, you know me always looking for a correction..We ( market) has come a long way, with nothing but a one day pull back. The monthly chart held the 30 area..and I'm still looking for Nextel to fill the gap down in the 24 area. Lots of time until the 1st quarter add ons. The add ons should be great..Lets see lower your base rate by 1/2..yes I think people where signing up..The sales force was out strong signing up people.. The new promo is buy 4 phones get one free. The only problem is...After the 1st quarter big numbers...How can you top it in the 2nd quarter? I mean, the discount rate has expired back up to the higher rate..And you can now see the big boys in cellular use is now finally considering Nextel a threat.. They didn't before. They may not have the 2-way..But, they can offer a min. charge for using phone to phone. If nothing else it will help keep, its present customers. I sure would like to see the TVI chart show that institutionalize accumulation.. Well good luck with your holdings. Ed