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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 82.04-1.7%Dec 5 9:30 AM EST

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To: Alejandro who wrote (4764)8/2/1999 9:08:00 AM
From: Harry J.   of 6846
 
AC - RE: your "The only question I see is if the need for bandwidth is not as much as
projected. Everybody now is laying fibre."

Kind of reminds me of the old semiconductor mainframes with "huge" 256k of working
memory - "Who needs more?" The answer was "me" so I didn't have to punch all
those extra stupid cards and manually verify them before dropping them in the hopper.
Or AT&T's pc with an 8086 chip going begging while IBM's sold with the slower
8088 - "Who needs all that power?" Or trying to listen to FM radio on the road - used
to be you couldn't find a station outside large metro areas; now there are so many, they
bleed over one another even outside of city lights. Have no fear about excess capacity,
like entropy, we'll just keep filling up that bandwidth, and judging by the speed at
which we are all moving from single-send telephone twisted pair to cable and xDSL,
not to mention wireless, it will be sooner rather than later.

In short, I think you focussed on the correct issue - the last mile access to users.
Already, I can talk LD over the internet for only my isp hookup cost (if the other party
also has a hookup and some easy-to-install software) plus the cost of my local phone
hookup, and I frankly don't care what company Bell Atl (my local phone co.) or my
isp has handle the packets once they leave my pc or how they are handled (wire, fibre,
wireless) - I only care that they arrive at the distant location intact. In such a case, who
is selecting the LD carrier between my isp and the isp of the person or company I am
talking to or sharing data with? That's why I personally like what Qwest is doing and
where it is going.

Regards,
Harry
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