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

To: Frederick Smart who wrote (8464)	1/6/1999 9:46:00 AM
From: Rob Prickett	Respond to of 10227

Ed, How do you see today's price / volume for Nextel? The stock gapped at the open - will it need to filled? Also, you had earlier mentioned something about 28 overhead. Still see it that way? Thanks for all your help, Rob

To: Frederick Smart who wrote (8464)	1/6/1999 10:09:00 AM
From: Arnie Doolittle	Respond to of 10227

"As for DC, let's see how quickly CDMA can come up with an equivalent." My sources tell me that QCOM is not even working on a DC look-alike product. Seems they think that they've got bigger fish to fry. Like a wily wide receiver, NXTL fits neatly into a crease in the GSM-CDMA defense. Long live no DC competition. Arnie

To: Frederick Smart who wrote (8464)	1/6/1999 12:21:00 PM
From: blue_lotus	Read Replies (1) \| Respond to of 10227

Hi, Nextel is no doubt a good company. It has a good business plan and most importantly very good brand name now. So I do believe it will continue to do good for the next year or so. It will probably get taken over or merged with some other big fish to complete with the Sprints etc. And its investors will be rewarded. But I believe the assumptions on Nextel's technology on this thread are flawed. 2-3 years from now Nextel shall have to pay for some wrong decisions, it could very well be that the profits it makes now covers/hides those charges. I am definitely impressed by Nextel management. I say that Nextel will have to pay because of the following: 1) TDMA to CDMA move is not a software upgrade. One has to throw away all there air interface equipment and buy new air interface equipment. This is even true when going to the GSM backed W-CDMA technology. 2) Since TDMA can't do high data rates it is actually not suited for internet. CDMAOne has data rates in the 128k range being beta tested (I believe) and the 1XRTT CDMA (has been demoed), due to be released this year, shall have data rates of upto 1.25 Mega bits/sec. The TDMA camp cannot practical compete with this due to technology deficiencies. Even the mighty ATT (innovator and backer of US TDMA) is considering CDMA (ATT just became a CDMAOne licensee), but will probably wait till the CDMA2000 vs. W-CDMA debate blows over. 3)CDMA systems offer better capacity and have less maintenance or running costs...which eventually give the operators an advantage. Take frequency reuse for instance. In TDMA systems (as in analog systems) one can not reuse the same frequency in adjoining cells. This means one has to have 7 different frequencies if there are 6 adjoining cells to each sell. This can be slightly improved on by sectoring but not by much. In CDMA on the other hand this problem doesn't exist at all. All adjoining cells can work in the same frequency. This means TDMA has to use more frequencies and more differently tuned equipment to handle them (and ofcourse backups for them too). Again, I want to say that I am not trying to say that Nextel is not a good investment. It is. But one always needs to research correctly all the data related to competing technologies/companies...eventually it all catches up. -Raj