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

To: Frederick Smart who wrote (8416)	1/2/1999 6:10:00 PM
From: TPN35	Respond to of 10227

WCOM and ATI If Worldcom wants Airtouch, maybe a rival bid is coming? I hope not. I'd rather see Worldcom left available so the whole industry can trade up on consolidation speculation. They're aren't many "no-brainer" combinations left. Nextel has to be on some shopping lists. I only own NXTL in this industry, but I'm cheering for PCS and OMPT and PTEL and WWCA and everyone else. If we learned anything in '98, it was to be in a HOT group. Nextel went up last winter ALONG with Telecom, Internet stocks rise and fall TOGETHER on a daily basis. We should hope for more consolidation. The way we are all going to get top dollar for our stock is for NXTL to appreciate high enough for Craig to listen to a bid. Let it trade to $45 and entertain a $70 bid. $200 by 2005, sorry Rtodd, will not happen. Telecom, as far as this sector is concerned, will not skyrocket. And God knows what 2005 will bring us. I'm a believer in long-term investing, for sure. But NXTL will not exist, in my opinion, in 2005. It will be part of a bigger company, period. The good news is, Airtouch is in play and that can only help us short-term. My fear is, another bomb from 4th qtr results, either from NI, subscriber adds, or something else. I'm not Max, but I'd play puts around the release. It certainly has worked in the past. Happy New Year!

To: Frederick Smart who wrote (8416)	1/3/1999
From: Joe NYC	Read Replies (1) \| Respond to of 10227

TDMA is the backbone of GSM, the largest world standard. And all the TDMA vendors are trying to find out how to switch from TDMA to CDMA, sooner or later. This (CDMA vs. TDMA) contest doesn't matter much in the rest of the world, since these standards don't compete against each other, but in the US, we have Sprint PCS, Bel Atlantic, Airtouch already on CDMA, so they have a head start. Joe

To: Frederick Smart who wrote (8416)	1/5/1999 2:09:00 PM
From: Satellite Mike	Read Replies (1) \| Respond to of 10227

Frederick, Vodafone/Airtouch combination is for sure better for international operations. Either combination could easily be a 200 Billion dollar company within two years. But if it's Vodafone that takes Airtouch, you're still missing a vital element and that's a national footprint. This means they still have to pay high roaming fees to other carriers (dual-mode phones w/o direct connect). Don't listen to them when they say they only care about international properties, though. They want a U.S. footprint. Mike