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

To: Arnie Doolittle who wrote (5055)	3/9/1998 2:29:00 AM
From: Satellite Mike	Read Replies (1) \| Respond to of 10227

Remember, when McCaw came on board NXTL only had about 10,000 digital subscribers. The market was quite doubtful that the build-out would take place. Those original 10,000 could only use their phones in a couple of markets. MV BABER

To: Arnie Doolittle who wrote (5055)	3/9/1998 10:13:00 AM
From: Kevin F. Spalding	Respond to of 10227

Arnie, My cynical side though asks, what is the failure rate of these phones and how many of them are replacements? Probably not that many, but had to ask. Kevin

To: Arnie Doolittle who wrote (5055)	3/9/1998 11:30:00 AM
From: Rob Prickett	Read Replies (2) \| Respond to of 10227

Arnie, I like your approach to estimating Q1 98 adds, but I think the inventory lead / lag might throw it off some. However, I'd say the conservative 50% iDEN to Nextel should more than make up for the inventory assumptions. Thanks for the great research and insight. [You mention i600 ("that's another 313,000 i600 units") - did Motorola specifically say the shipments were i600, or is that just a reasonable assumption?] Arnie, could you point me to the post where you mention TA books, or repeat them for me? You TA guys sound so cool with your lingo, I decided to really try to understand what you're talking about - and I'd like to increase my investment skill level. Finally, yesterday I was sitting in the conference room for a lunch break with a bunch of communciation satellite engineers. A guy there who handles the phone / pager needs for the group (and company-wide) was talking to an engineer: "Next week we'll be switching phones .... No, we're going to Nexel ... yeah, Nextel ... better, cheaper ... etc." I'm estimating 40 - 60 units, maybe more. Do you still think 32 is doable in the next few weeks? Rob

To: Arnie Doolittle who wrote (5055)	3/9/1998 7:18:00 PM
From: Al Gutkin	Read Replies (1) \| Respond to of 10227

Arnie: What if 1/2 the handsets shipped were bad? Less than 400,000 ads, doesn't affect the stock anyway. Al

To: Arnie Doolittle who wrote (5055)	3/9/1998 8:33:00 PM
From: Rono	Read Replies (1) \| Respond to of 10227

Arnie, after reading the Motorola press releases on shipments of iden units, a few questions came to mind. <<<SCHAUMBURG, Ill. (Oct. 31, 1997) - Motorola's Land Mobile Products Sector today announced the fulfillment of two important milestones: more than one million iDENr integrated digital wireless communications devices are now in service worldwide, and Motorola's iDEN Group has shipped its millionth second generation digital handset, just 16 months after introduction.>>>> One million iden units in service now, and shipped it's millionth second generation (i370?). Does this make sense to you, or am I easily confused? <<<<Eight iDEN systems currently are active worldwide with service being provided in Argentina, Canada, Colombia, Israel, Japan, Singapore and two systems in the United States>>>> Since Nextel wasn't (isn't) active in these ares in October 1997, I must assume there are more providers of iden phones than we are aware of. <<<<In addition, six new iDEN systems currently are being built, including a second system in Argentina and systems in Brazil, China, Korea, Mexico and the Philippines.>>>> A second system in Argentina, whoa, that's news to me. Korea? <<<<SCHAUMBURG, Ill. (February 23, 1998) - Motorola's Land Mobile Products Sector today announced it has shipped more than two million iDENr integrated digital wireless handsets worldwide since the product was introduced in 1994.>>>> Does this include the second generation units described in the Oct. 1997 article? <<<<iDEN networks are currently operational in Argentina, Canada, Colombia, Israel, Japan, Korea, Singapore and the United States. In addition, iDEN systems are being built in Brazil, China, Mexico and the Philippines>>> How many are Nextel's networks? Regards, Ron

To: Arnie Doolittle who wrote (5055)	3/9/1998 10:03:00 PM
From: Rono	Respond to of 10227

<<< I'm on the conservative side so I've set NXTL's 1st quarter adds at 408,000.>>>> Arnie, I don't consider this conservative. I hope you are right, but my gut feeling (uh-uh i'm sounding like Al) says anything over 375,000 is a bonus. I heard the other day that Cleveland is having trouble selling 100 phones per month. Yeah, a 100 phones a month. Granted they haven't been on line that long, and the build out isn't complete, but that's pathetic! I'll take 375,000 no questions asked. <<<<Here's some interesting food for thought: NXTL is located in Virginia, Nextel International is located in Seattle, also the home of Teledesic. Coincidence? I don't think so>>>> Still hungry? Nextel's shareholders meeting is in Vienna, VA, the headquarters of Telegent. Coincidence? Probably. LOL Sweet dreams, Ron