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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 79.24+1.6%3:59 PM EST

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To: musea who wrote (3069)3/10/1999 10:25:00 PM
From: Mark H.  Read Replies (2) of 6846
 
-- the "plumbing players"

Jason, musea,
Great dialog...to add to musea's comments on the "plumbing players", here's a few that I like to keep an eye on from time to time (no $$ yet!!) -- CPTL LVLT NOPT RCNC WCII TGNT ARTT NXLK.

I think ARTT was in QWST scope at one point, they may still be looking for a dance partner. CPTL and RCNC are strong regional guys that would be a nice compliment to the QWST portfolio (personal opinion only) - I think they're at the dance too.

On another note, here's a great report from BT on the status of the "Global Plumbing" (if you will). -- BT World Communications Report 1998/99. Here's a tag that wowed me...

"Voice telephony, and particularly international voice telephony, continues to grow almost everywhere. But in international networks, especially, data traffic growth is reaching dizzying new heights as new applications proliferate - especially applications carried on the Internet.

On the transatlantic corridor - the world's busiest international telecommunications route - Internet traffic is doubling every year, and it surpassed voice traffic by volume in September 1997. By 2000, it may account for 75% of all transatlantic traffic."

bt.com

In only 5 years...don't know about you, but that gets me excited...about QWST of course.
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