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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 83.53-2.8%Nov 14 9:30 AM EST

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To: SJS who wrote (3931)6/9/1999 8:11:00 AM
From: Brian Malloy  Read Replies (1) of 6846
 
Even if it is BLS stock I would bail.

Of course I could always buy back in if things go well. To me in terms of teleco growth prospects I roughly break them out into four tiers in my mind

Tier I: QWST, GBLX and other new fiber barons
Tier II: WCOM, FON
Tier III: Bandwidth suppliers like WMB, Montana Power and so forth
Tier IV: RBOC's, NTT, British Telecom, T and so forth

I own WCOM and think they are one of the strongest plays out there and quite frankly, undervalued. If tier IV player start buying Tier I players then in my mind the advantage stays with WCOM. So for me it would simply be a matter of re allocating funds into WCOM, some other Tier I player and more wireless.
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