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


To: Arnie Doolittle who wrote (8868)3/8/1999 1:02:00 PM
From: Satellite Mike  Read Replies (1) | Respond to of 10227
 
By the way, I don't think VOD is undervalued.
I expect VOD to continue to do very well.

Mike



To: Arnie Doolittle who wrote (8868)3/8/1999 5:57:00 PM
From: Tavros  Read Replies (1) | Respond to of 10227
 
Arnie,

It is interesting, reading the messages on this (and others) board, how many people have expressed negative sentiment, and have liquidated. Speaking for myself, I have been having the same thoughts, but now that I see all this negative sentiment out there, I am beginning to feel that the market is on the verge of another surge up, as investors are working through their anxiety levels.

As for our NXTL, there is certainly a degree of disolution, caused by the fact that investors are tired of waiting for manana-manana. I do believe, however, that the company is being primed for sale within the next 12 months. I do not have concrete evidence, nor do I want to add to the rumor mill, but their actions (sprucing up the balance sheet, etc.) speak off this direction.

My 5 cents

Tavros



To: Arnie Doolittle who wrote (8868)3/14/1999 3:34:00 PM
From: Frederick Smart  Read Replies (1) | Respond to of 10227
 
Arnie......

>>2. Proof that they can bridge blue collar mobile work groups to the white collar guys.>>

Arnie:

I took 50% of my money in Nextel off the table last month. Plowed the whole thing into Novell, Mattson and I-Link.

Novell ran from 17 1/2 to 25 1/2.

Mattson rallied from 5 1/2 to 10 - now back to 7+.

I-Link ran from $3 to 4 and change before retreating back to 3......

Novell now represents my largest holding.

Nextel is still #2.

I am looking back from a distance on Nextel's ability to "network the network" - ie. get the white collar and general Joe cellular users.

Nextel's internet announcements were extremely interesting longer term.

As for the market, I began buying PXD in the oil sector in early February. Some of these stocks have had a nice rebound rally.

Still long and loyal to Craig's vision, but it pays to diversify at times.

Off to NY to speak at this conference. Business development for new companies is an ongoing challenge, but we are getting some good contracts while we work the larger server-app opportunities.

Best.

Novel