Qwest Communications (Q) (formerly QWST) Message Board

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Technology Stocks : Qwest Communications (Q) (formerly QWST)

Q 75.80

+1.2%

Nov 21 9:30 AM EST

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To: Dokie who wrote (1281)	5/19/1998 11:19:00 AM
From: MangoBoy	of 6846

alternate facilities-based LECs and IXCs with strong management and solid execution are where it's at, IMO. my top holdings in the sector (besides QWST) are WinStar (WCII), IXC (IIXC), ART (ARTT) [highly speculative], Electric Lightwave (ELIX), GST (GSTX), Metromedia Fiber network (MFNX), and WorldCom (WCOM). I don't follow the satellite players. TCI and WMB aren't close to being pure plays in telecom. I like the Level 3 story but find it way overpriced at this point in time. I also have a small position in RCN (RCNC), a regional CLEC in new England 48% owned by Level 3. If you want to drill down on CLECs, clec.com is a good starting point. mark

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