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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (4377)9/4/1999 5:41:00 PM
From: MikeM54321  Read Replies (2) of 12823
 
Re: Qwest + US West -- Website Info

Thread,
While updating myself on how well Qwest is executing their plans, I ran across a few items of note from their website. I thought these might interest Last Mile investors.

First comes this carefully worded statement. "We will achieve our targets by giving customers more choice and superior service, bringing competition and the best in telecommunications services to the marketplace. In addition, we will move rapidly to achieve the necessary freedoms to offer long-distance service to all of our customers." -Joe Nacchio.

Notice how Nacchio didn't come right out this time and say, "We have the backbone, US West has the customers." Remember that is what he said on CNBC immediately after their first attempt at US West. Obviously now he will be preparing himself to get FCC approval. BTW, they did get the nod from the FTC recently. Next is the much tougher FCC approval.

Second, in another well planned statement for FCC arguments to come, "The Qwest/U S WEST merger increases competition because its fiber and DSL broadband technology offers the most substantial and distinctive alternative to AT&T's cable-telephony service."

And also comes this DSL statement. "As the nation's leader in DSL high-speed Internet access, U S WEST currently has deployed the service in more than 40 cities to central offices serving 5.5 million customer households. U S WEST plans to aggressively deploy DSL to customers in major markets across the U.S. and ultimately worldwide.

I believe it also said somewhere that US West has 50% of the current DSL deployment. Whatever that means? Revenues, CO's, lines? Nonetheless 50% of whatever, still sounds pretty good.

And finally I found some interesting maps showing their networks. What was of most interest to me was there overseas cables and European plans. From this link, you can get a visual idea the value there may be in Qwest's network. But it's just IMHO.

Here's the link: qwest.com
MikeM(From Florida)

PS Under the United States map, notice how much is Lit Fiber vs. Under Contruction(nothing). That is why I was surprised how the stock has been pummeled recently. You would have thought the network was still well under construction by the way it's stock got hit.
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