Qwest Communications (Q) (formerly QWST) Message Board

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

Q 78.42

-0.8%

2:40 PM EST

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To: SecularBull who wrote (4017)	6/14/1999 12:21:00 PM
From: Mark Harjes	Read Replies (2) of 6846

As Qwest nears the end of their fiber construction phase, and the investor excitement that generated, I suspect they DO feel a need to acquire a product capability: - Product development - Product marketing - Operational capability Qwest is currently deficient in all those areas. Unfortunately, USWest's capabilities in this regard are not first-tier either (although superior to Qwest's current situation). After all, the cool high-bandwidth fiber structure is relatively unprofitable if they don't have any services (particularly consumer) to sell that run on top of it. Simply selling bandwidth to others who CAN create/market/operate products is hanging on to the short end of the stick. Qwest could be a moderately profitable bandwidth provider for some time to come, but never a major telecom player without the rest of the pieces. Also, I suspect the pure bandwidth opportunity will be a diminishing prospect as LVLT (and successors) come along in the next couple/few years. Just my opinion... ...mark

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