Qwest Communications (Q) (formerly QWST) Message Board

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

Q 84.87

-1.6%

3:59 PM EST

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To: Daniel Colton who wrote (712)	1/29/1998 8:57:00 PM
From: Tim Bagwell	Read Replies (1) of 6846

Daniel, I'd be careful to think that QWST will be another MSFT. QWST is a fine company but they are in a very competitive business with well established and well funded opponents. They are out ahead of the rest to be sure. But the competition will eventually catch up. Of course, there is always the possibility that the others will run into problems as they deploy their systems. It's far easier to build a system from scratch than it is to convert an old system that wasn't designed to operate with WDM. Even one day of downtime for T will cost them 10's of millions in revenue so they must proceed slowly and carefully.

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