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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 79.24+1.6%Nov 26 3:59 PM EST

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To: John Coltrane who wrote (4444)6/29/1999 10:26:00 AM
From: rest42  Read Replies (1) of 6846
 
Interesting.Wan and Lan were once the venue of At&t and many people out there wish At&t would come back.I think the success of that previous model----At&t gives any forward thinking technophile ceo a blueprint for success.I just think we are seeing the markets natural reversal of that collosal mistake when At&t was divvied up.Frontiers early warning I think is just the beginning of many problems for the upstarts.All calls are local now and its not call-----its the customer and the services that will drive this market.Its not any cheaper to watch CBS in its point of origin,N.Y. than it is in Des Moines.Cable providers proved a new model by convincing the consumer to pay for what was basically free by adding services and options while those free sources got to keep their revenue base----advertising.It was all about eyeballs and options and the consumers familiarity with the product being offered.The existence of two modalities is very doable as cable has proved as long as its presented in familar accepted platforms.The manufacturers of tv sets were a handful in the 50's and the 60's then bang the japanese arrived and now there were lots of choices,but alas here in the 90's once again we are presented with just a handful again.IBM and a few others were the computer makers then bamm everyone and their brothers were buying components and building computers and soon it will be back to IBM and a few others building them.Telephone is the same.The baby bells who were part of At&t imo will become the super regional carriers they once were and all the frontiers and their like will end up being dragged back into the Ma Bell nucleous-------why because it works very very well and it has been proven successful in the past.Options and service will drive revenue after this consolidation takes place------hell all calls will probably be basically free depending on the overall package the consumer chooses.People like Nacchio are quite capable of thinking on many levels and operating a company that is capable of managing predictable slow growth areas while managing and pushing orwrd technical innovations and collecting fat revenue streams from them.Hey how many networkers are left?Let's see their is cisco and then there is cisco and don't forget there is cisco.From a band that was representitive of my age group-----a line. "Meet the new boss same as the old boss"
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