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

To: Tavros who wrote (5930)	5/5/1998 12:17:00 AM
From: Al Gutkin	Read Replies (2) \| Respond to of 10227

Tavros: Very good, but non-action could be much simpler. Me, big Al G., I have bought and sold Nextel so many times that I have a drawer full of slips. That doesn't mean that I do or don't believe, however, the truth be known, I do believe in the company as a whole. I don't believe in current management who have deviated from a good plan. Stock valuation: Is it based on ARPU's? NO. Is it based on the annual meeting? Don't be foolish. Is it based on cash flow? only a minor consideration. Is it based on profits? only a minor consideration for now. Well what is it based on, you ask. It is based on three major components: Investor popularity toward the communication industry, health of the communication industry as a whole, the ability of Nextel to demonstrate "clear cut" financial improvement, over time. All three considerations are failing, at the moment, soooooooo, time to bail until something positive happens. Right now owning communication stock is not the "in thing." Someone said, "to be a good investor, you have to know when to hold em, or when to fold em." I personally think that stubborn long term investors, are just another term meaning "lazy investors." A good investor will do his homework and move the investments to yield the biggest return. Regards from Al G., lurking from under Ed's fence, waiting for a bargain, Nextel at 26.(don't forget you all laughed when I said Nextel at 28.)

To: Tavros who wrote (5930)	5/5/1998 2:07:00 AM
From: Arnie Doolittle	Read Replies (2) \| Respond to of 10227

Tavros, I have not gone away nor have I been silent. Au contraire, I have regularly written comments on the Yahoo Nextel thread. Two reasons: This thread has turned into a combination short term trading discussion (which I'm not interested in) and, second, a lighter version discussion of NXTL. Granted, there have been some good recent comments re in-field use of the phones but for the most part content has been absent. I think part of the problem is the high cost of SI membership. The downside to Yahoo is the high number of "Oh, yeah?" comments but that's a small price to pay. Arnie P.S. My opinion on NXTL hasn't changed a wit in the last year.

To: Tavros who wrote (5930)	5/5/1998 2:49:00 PM
From: Bernie Diamond	Read Replies (2) \| Respond to of 10227

Tavros, good post! FWIW my son just e-mailed some positive information on NXTL. This is second-hand and unofficial. Just coming back from a great vacation in WDW, I don't know if any or all of it is common knowledge, or if in fact it's true. Having made appropiate disclaimers, here is what he wrote: "Nextel, nationally will be cash positive by October 1, 1998. This magic date is expected to be around the time that Nextel's 1997 activation numbers are reported to Wall Streets expectations. The numbers should be, in fact, higher than originally projected as sales for 1998 are already greater than forecasted. Nextel's largest markets (i.e., New York, California, etc.) already broke even during 1997 and will most likely report profits this year as their nation numbers will be in the black. More interesting than that expected news, Nextel will be introducing Business Links. This will be a directory consisting of up to 45,000 businesses within a market loop, broken down by industry. For example, the Construction industry consisting of General Contractors, Plumbers, Electrical shops, etc., would consist of one loop, where, if a General Contractor needs to contact a Plumber, that they conduct business with, and they are both Nextel subscribers, they could enter a five number code and connect with one another. This will also be the case with every other industry within a Nextel market. The only way to do this in the past was through an intra-company link. New technology permits various companies to now inst-connect to anyone within their industry loop. The potential for this is mind boggling. This could make Nextel the "Bell" of wireless communication. Additionally, Nextel has launched a new pricing schedule in the New York market which consists of 600 cellular minutes and unlimited private two-way talk for $80.00. This is untouchable compared to Sprint and AT&T's pricing. If a company has only the two-way radio option, Nextel has nswered that with a $60.00 flat rate per radio which would give the subscriber unlimited private two-way talk mode minutes. It really looks like Nextel is coming out strong and is going to clean up the market. I just wanted to pass on this information to fellow shareholders as it is always nice to hear that our shrewd investing pans out." When my son told me the above, I told him to reduce the info he received in writing to share with the (mostly) patient investors on this thread. Based on this info, I purchased additional shares today (like Arnie, I have over 100 shares), and hope that the shorts don't get to have a feast on my behalf. I'm hoping to go to the May 14th Annual Meeting, since it's only about 250 miles away, and my whole family has a s--tload of NXTL. I'll report what I heard when I get back - hopefully, some or all of the info my son gleaned will become official. Bernie, who doesn't have short friends, only long ones.