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: SteveG who wrote (9000)	4/6/1999 8:34:00 PM
From: SteveG	Respond to of 10227

oops (thanks trans) - this belonged here: Message 8734941

To: SteveG who wrote (9000)	4/6/1999 8:38:00 PM
From: SteveG	Respond to of 10227

from BTAB analysts Jeff Hines /Bo Fifer- PCS Reauction Update: Day 10 HIGHLIGHTS: -- Stage 3 of the re-auction of PCS frequencies kicked off today 10 (6- Apr). After 30 rounds of bidding (the pace of the auction has increased to 4 rounds/day), the auction has yielded net bids of $397 million and appears to be drawing to a close quickly. As the auction winds down, these preliminary results are becoming more significant and winning footprints are beginning to take shape (please see our note dated 22-Mar for identification of the top 10 qualifying participants). -- TOP FIVE BIDDERS BY NET BID (we note that an entity's bid amount can fluctuate (wildly) from round to round--as opposed to necessarily rising each round--if it loses a high bid position) Bidder Markets Bid ($Mil) Cook Inlet/VoiceStream PCS 27 191.6 OPCS Three 31 46.2 ABC Wireless 63 26.1 Viper Wireless 6 19.3 Leap Wireless 28 18.6 Source: Federal Communications Commission. -- TOP FIVE MARKETS BY NET BID Market Bidder Bid ($Mil) Bid/POP Chicago (30MHz) Cook Inlet/VoiceStream 117.9 $14.41 Dallas (30MHz) Cook Inlet/VoiceStream 62.4 $14.41 New Orleans (15 MHz) Viper Wireless 18.0 $13.18 St. Louis (30 MHz) OPCS Three 14.6 $5.33 Detroit (30 MHz) OPCS Three 13.2 $2.80 Source: Federal Communications Commission. -- RECENT BIDDING ACTIVITY BY ROUND New Net % Eligible Round High Bids Bids Chg. Bidders 27 25 $389M 0% 59 28 30 $394M 1% 59 29 25 $395M 0% 59 30 22 $397M 0% 59 Source: Federal Communications Commission. -- NET-NET: The end is near. With stage 3 (only 1 day old) already showing serious signs of fatigue, the auction could close within 1-2 days. Most of the new bidding is now concentrated on smaller licenses, and in fact, we are comfortable projecting Western Wireless as the winner of both the Chicago and Dallas markets. This is an important strategic win for the GSM carriers, even if VoiceStream will be the 6th or 7th entrant to these markets. However, New Orleans and Las Vegas (the other two strategic holes in the GSM footprint) appear likely to wind up in the TDMA camp. The average bid currently stands at $1.52/POP for all markets with an active bid, $9.29/POP in the top- 10 markets... Stay tuned.

To: SteveG who wrote (9000)	4/6/1999 10:13:00 PM
From: jimmyo	Respond to of 10227

Steve, number 9000 poster! yep, this use to be the HOT board, kind of slow NOW! Well I read that item you posted and I feel the same way as the writer. I think N will do better without MCI/WCOM, I don't think Craigs going to offload the golden cow for $50 a share! I don't see it! remember last year Ackerson said maybe $45 this year but certainly not next year! Well this is NEXT year! I see more than one bidder for Nextel on a buyout, a partnership OK but not on a buyout. I see N backing up once again after the failed M/W talkes are called off. I just can't believe Craig would sell for under a buck, and I find it harder to believe MCI/W would pay a buck, not YET anyway. so a partnership maybe, if not a dip and then hang on.Richard has been calling it 2005 and you know I think he's right! These internet co.'s will be in the picture soon enough Nextel knows it's just a matter of time, Gates will be in along with the rest of them. data transmissions will rival the teleco's and N should and could be in the middle of it all! I'm sticking to my story! <BG> If you don't understand N will be all bussiness, higher arpu's. It cracked me up this morning on CNBC they said N has this gajet dohickey button that lets you talk to up to 100 people at one time, the other anouncers say's Yea, and they all get billed for it! NEXTEL story hasn't even turned the corner yet! This bird can FLY, just needs air space! <BG> jimmyo....back the truck up one more time! 2005 it could be NEXTEL buying mci/world!

To: SteveG who wrote (9000)	4/7/1999 12:35:00 PM
From: Arnie Doolittle	Read Replies (1) \| Respond to of 10227

"2007 ending subs of 15.1 million and capex per ending sub of $723. This would also require a solid pick up in the near term quarterly net subscriber additions to the 450,000 to 500,000 range." These guys don't know how to do basic math. At NXTL's current annual growth rate of 1.5 million net adds per year, they would add 13.5 million users bertween 1/1/99 and 12/31/07, giving them in excess of 16 million customers at 12/31/07. Yet they are projecting 9.8 million users. And are they conservative or what on their 12/31/07 arpu of $44? Their assumption is that NXTL will not increase arpu in spite of internet access and increased usage per customer. Further, their capex per user is out of wack because their ending customer base is screwed up. My advice? Fire whoever prepared this report and get someone who knows how to do basic math. Arnie