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: jimmyo who wrote (8095)	10/27/1998 6:32:00 PM
From: Arnie Doolittle	Read Replies (2) \| Respond to of 10227

jimmyo, Rob was referring to the consumer (commodity) wireless market - Christmas is a traditional big selling time for them. I think he's hoping that some of that will rub off on NXTL this year. I think he's a year or two early but NXTL decides to enter the commodity fray, the 4th qtr. will be outstanding for them too. In the meantime we must settle for a 4th qtr. approximately equal to the 3rd. Arnie

To: jimmyo who wrote (8095)	10/27/1998 7:28:00 PM
From: HVN	Read Replies (1) \| Respond to of 10227

One big reason the 4th quarter tends to slow down with the wireless operators is coz. they tend to 'invest' in a big way in customer acquisition. With a customer acquired in the 4th quarter, they tend to have <1 quarter to recoup that investment - which isn't easy - the hit to the books can be significant. So, instead of investing in acquiring customers in the 4th quarter, carriers tend to wait to do a big first quarter. (It took the carriers a few years to figure this one out - but they started realizing this in 1994.) naturally, that's bad business, but as long as we compensate the officers the way we do, they'll continue in this manner.