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

To: Al Gutkin who wrote (8425)	1/5/1999 8:48:00 AM
From: Frederick Smart	Read Replies (2) \| Respond to of 10227

>>Nextel has more than most need and costs too much (ask Fred Smart about that).>> Expose your underbelly and look at all the whips that come out of the woodwork. Al: Sure, Nextel has "more than most need" - but that's the point...it's a value-added play which users WILL and ARE paying more for right now. The power of DC locks users in tighter than a toaster toasts bread. Warm, fuzzy all around. The service here in Chicago is holding up quite nicely. My i1000's DC cracks up more than I would like it too, but I can live with this 10% of the time. There are many ways to slice the pricing bread before we all get in Nextel's toaster. Their new National Business Plan pricing is out: $89.95 for 650 mins; $129.95 for 1050 mins; that includes 500/900 airtime mins ($.25 over airtime), but only 150 DC minutes ($.15 over airtime). Billing pools get balkanized. More revenue for Nextel. My rate goes up from $79 to $130.....cough, cough, cough. My ARPU - already $150 will stay high, but fewer phones will go out. Nextel seems to be preparing itself for a wedding date. BIG international "packagers" are going to lick their chops on this story. I'm a local packager and even with the pricing changes, there is still enough there to make it attractive. Not as much, but the model works. Nextel is all about networking people to people. It's about speeding up change, leveraging the power and value of immediacy. Remember the story about the elaborate reflecting towers, horses and messengers that worked between the Philadelphia and NY equity and bond markets in the 1800's. The arbs had it made. Well, with Nextel phones, we users are doing the same thing day after day after day. As DC and business networks get more robust, the inherent value of Nextel's network goes up. Being able to ramp pricing higher in a dog eat dog competitive environment speaks volumes for the fact that they finally "get it". The power is in the network. Now its time for ALL Nextel users to organize behind this power in more efficient/effective ways to keep the model going higher and higher. All the best.

To: Al Gutkin who wrote (8425)	1/5/1999 10:59:00 AM
From: Ed Pittman	Read Replies (1) \| Respond to of 10227

Al... I think this move is for real..This time..There is finally more buying on upticks than selling on down ticks..If this keeps going, you will have a real winner.. I understand the Sprint thing...I tried to tell Bernie that if you don't have a signal what is the use...I still have L A Cellular...and the roaming charges do kill...But, I can get service even in the oil field hills. Now if I can get this market to roll over...Come on S&P...I can get a nice buy by the 15th of Jan... Longs are where its at...finally... Nextel is now trading like it did in the early day...Runs like a rabbit... Ed