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: P.T.Burnem who wrote (8015)	10/16/1998 1:35:00 PM
From: TheMotoMan	Read Replies (1) \| Respond to of 10227

FYI: The SMR-only plan is available. My TCI Cable Guy uses a Direct Connect only portable, which all the field people use. When they want to contact a customer via land line, the field person has the dispatcher do it for them. All current mobile and portable radios can be seen at: mot.com The cable guy loves his radio with the exception of the short battery life(it is one of the earlier radios which had high current drain problems). He said the reception of the radio is so much better compared to when they used their own private radio system. I'm in the Far NW suburbs of Chicago.

To: P.T.Burnem who wrote (8015)	10/16/1998 2:54:00 PM
From: Arnie Doolittle	Read Replies (1) \| Respond to of 10227

FINALLY, an explanation instead smoke and mirrors. I thank you because I don't read minds very well. As to your point, I think that you've missed it. Yes, NXTL's digital minutes have increased to 43% due to their free minutes plans. Those plans, in turn, allowed NXTL to maintain the highest arpu in the industry. IOW the arpu includes digital minutes which are built into the basic cost. Your point is that users aren't using minutes above the "free" ones. My point is that the arpu is up because users want cellular minutes and are willing to pay for bundles. NXTL wins because most users don't use their entire "free" allotment. The difference between NXTL, T, FON and ATI is not in their bundled pricing plans. No, it's that NXTL has something else included in the bundle - DC - that no one else has. The bundled cellular minutes allow NXTL to "me too" the majors and still offer something they don't have. It's working and the i1000 is now taking it into the board room. Arnie P.S. Have you noticed how the nature of our conversation has changed from 18 months ago? No more are you touting NXTL's imminent demise for various now extinct reasons. No, the discussion has moved on to NXTL's ability to compete. VERRRRRY interesting.

To: P.T.Burnem who wrote (8015)	10/16/1998 10:56:00 PM
From: Frederick Smart	Read Replies (2) \| Respond to of 10227

>>Arnie, I feel as though I am trying to communicate with an alien from another planet.>> P.T., I'll give you the benefit of the doubt. No wonder your having trouble communicating: your responses confirm you are still living in a circus environment, totally oblivious to the underlying power behind Nextel's story. You have branded Nextel as simply an SMR-only network - this at a time when their technology offering is just beginning to hit right smack into the sweet spot of business mainstream USA with the i1000. My network will be over 150 phones soon and climbing. We are adding more and more white collar users. Everyone wants the i1000. The new phones were in short supply - which didn't help sales for the last month. We are rechannelling our old i600 to new users who are not as sensitive to the cachet, look and feel. Based on my own use with the i1000, watch ARPU climb into the high $70's and beyond from there. Hands free calling in the car is fantastic. This unit attracts attention in public. People now ask me where I got the phone. Many have not heard the Nextel story. We are hitting a new market right now. Remember, this is Nextel's "coming out party" into the heart of the white collar market. But I also think the referrals from this niche will radiate even more strongly than the first Nextel wave. They will milk the low lying fruit of this niche just like they did the construction workers, trades and mobile business groups. White collar sales will breed soccor mom sales which will drive a new stake in another entirely new niche market: the honey I'll get the bread market. Once people get hooked on this phone there is absolutely NO TURNING BACK. It's like the Internet stupid. Once you try it there is no other option. Sure, the skittish will have their doubts and be pulled back to Sprint, T, or others. There is just nothing that compares to the level of immediacy that comes with the "connectivity quotient" embedded in this technology. Regular cellular doesn't cut the mustard anymore. With Nextel, you can have a networked phone that also has a pretty decent cellular package.. As for cellular capacity I'm really not worried anymore. Chicago went through some rough weeks of ramping up growth -with the need for more towers, etc. For the past few weeks I've notice an significant improvement. Still some garbling around corners inside buildings the loop. My only complaint now is two 1/2 mile streches on the Edens (around Peterson) and on the Kennedy (just north and south of Addison). Some ethnics must be shooting down tower builders in that stretch. Can't for the life of me figure out what they can't fix that area...... >>Let's try elementary logic: The SMR-only plan: N/A The cellular-only plan: ~$ 45/mo (in my earthly hometown) The SMR+cellular (150min) plan: ~$ 70/mo (see above) The SMR+cellular (600min) plan: ~$115/mo (see above) The SMR+cellular (1200min) plan: ~$140/mo (see above) The ARPU is: ~$ 70/mo>> Let's try other logic: we are headed to the sky with the i1000 in the mix. Higher cellular use will throttle ARPU through the roof. This is Nextel's ace in the hole. But you say, they don't have the capacity. No, I'm not thrilled with Nextel's cellular offering, but I'm not terribly disappointed with it either. On the i1000 the quality is better. I am noticing improvement. More towers are going up. Come on PT, you should be shining in your glory right now with Nextel below $20. Let's hear the killer arguments. Where's the smoking gun? I see a complete lack of understanding by the main street side of Wall Street for what this company really represents: the best walking mirror of the internet model - connectivity=energy=lasting loyal ties to users=new lasting networks that Nextel will leverage in many new ways. PT, we are still waiting for you to stick a fork in this thing. We are still waiting for you to say something NEW since you wandered in here the last time.