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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 77.60-4.2%Dec 1 3:59 PM EST

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To: silverstein who wrote (4312)6/23/1999 11:18:00 AM
From: Mike Fredericks  Read Replies (1) of 6846
 
A couple of questions for the thread:

1) The RBOC's are not allowed to go into the long-distance biz because they haven't opened up the local service, correct? So the RBOC's cannot buy a Long-Distance carrier. However, if a long-distance carrier were to buy a RBOC, then the new company would be able to sell both long distance and local service? Seems to me then that if BLS really wanted to buy QWST, they could arrange for QWST to buy BLS, because if the transaction goes that direction then the company can do both LD and local.

2) QWST is currently selling long distance service - I see them advertising all over the place. So what exactly is the problem where they don't have up to date billing and whatever systems that they "need" to buy someone else to get these systems? Ever heard of building your own? (Yeah, I'm in the computer industry, software is expensive, but cheaper than however many billions they're spending on a backwards phone company). Didn't LCI have billing systems in place?

3) I bought earlier in the Spring (right at all-time high, typical move for me) mostly because I figured the network would turn on later in the Summer and the stock price would jump because of it. Is there a real concern now that the network may light up and nobody would care because QWST somehow cannot sell access to the fiber? If so, the CEO is a real loser because someone had to forsee the need for software to run the network back three years ago.

Sorry, I just don't like losing 40% on an investment in a month, and run across someone who I thought was a cutting-edge-type at CEO costing me lots of $$ pursuing a RBOC, after I swore that I would never ever own a RBOC after working for one.

-Mike
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