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

To: Tavros who wrote (5321)	3/27/1998 11:48:00 PM
From: PHG	Respond to of 10227

Tavros: NEXTEL has a worthy product and service with serious $ backing. But until they reach the common man they will have to advertise continuously. People don't care about the stock or the company. They care about the product they "CAN USE". All the T+A, $/POPS and expectations isn't moving the MMs a this stage of the game. It will be to our benefit when they exploit a need of the everyday consumer. The projections of the stock price and the power of the new numbers to be released have not attracted much attention. Are we the only ones that can see or are we day dreaming with a snake oil salesman spouting the facts that the audience wants to here? With that said I hope I am wrong. It's not any more comforting for someone to tell me that next year will be better. You're a young team with great players. Don't kill the messenger of bad news. If this quarter can't move the stock even to 33 with some stability then I will feel less unconvertible giving my skeptical over view to this group of well wishers. After all I paid $125 for the privilege to be negative. In the future maybe I can keep it to my self. ......Phil

To: Tavros who wrote (5321)	3/28/1998 1:48:00 AM
From: Frederick Smart	Read Replies (4) \| Respond to of 10227

Thoughts on Nextel.... Its has a quickly expanding leadership position in the digital wireless market. Direct Connect still provides a major level of differentiation - forget cost...look at the networking potential for it bypasses existing public switched and existing analog and digital cellular networks. DC is something that delivers connective exclusivity at a time when existing cellular and even PCS continues to provide more of the same. Direct Connect, e-mail/text, paging, voice, digital cellular and soon data connect (something we should hear more about later this year) all combine to make Nextel a truly multithreaded communication platform - digitally secure, etc. Watch Motorola's Java initiative. Despite what anyone says about Microsoft, HP or whatever, Java is expanding rapidly and is not going away. What will this do for Nextel. Well, Motorola seems poised to take a leadership position as they embraced embedded Java chips and applications of all types. Now some may think Microsoft's Windows CE is poised to control the wireless handheld market. They will no doubt be very big, but Java's efficient object oriented language structure and universal cross platform appeal will attract more and more application developers. I expect to see many of these new embedded apps find their way into iDEN handsets to the benefit of Nextel. I am banking on Nextel's platform for part of my own business. I see a variety of competing digital wireless device manufacturers and distribution networks packing an already crowded "retail field". When I "see Nextel" I really get a better sense that they are focused on the "business side" of this market and will, as a company, be quicker to adapt and develop applications and product that enhances the digital wireless experience for mobile business users. I can see and sense this focus from day to day as I work with Nextel's technolgy and its people. Try visiting your average reatial PCS dealer and the experience is completely different. They are out for the mass market, period. Where is this all headed. Well, Victor commented on the "fading into one" transition going on between PCs, TVs, wireless phones and handheld devices: "convergence?" Yep, and this trend will continue so fast its going to make our collective heads spin. I'm banking on "SmartCards" - I like the name - ...intelligent handheld devices that link to the internet via IP across public networks. We'll get another dollup of "Group Conferencing" in IP - Internet Protocol - via the internet - or perhaps first via extranet or intranets. And don't forget, the ultimate killer apps cropping up in digital wireless devices will all be "transactional" in nature. We'll have SmartCards, but I'm also banking on us having SmartPhones that buy/sell anything and everything. Heck, for a man with my name I'm ready, willing and able to make this a fun ride. My new company is Smart Bandwidth, LLC. Nextel fits my definition of "Smart Bandwidth". I would strongly recommend those reading this thread to stop trying to micro manage your personal expectations for Nextel's price. This is a long term growth story - a giant slugfest. Nothing worthwhile is ever easy and we are still in the very early stages of Nextel's growth. Craig McCaw is a visionary who hires the best managers to execute great strategic plans. I see Nextel going for the jugular right now. Their recent pricing is extremely competitive. They are hitting the right price points, forcing the competition to fragment in one big retail "blob" that can't differentiate a "value-added" feature - a least at the present time. New adds should surprise - just MHO.... To sum it up, I see more surprises and benefits coming from Motorola's Java development, Nextel's data-link strategy, new and even smaller style phones. And I can still dream of internet access, more Business network apps, etc. We have a great growth story on our hands. Cheers everyone. Good luck!