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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (8532)10/20/1999 2:07:00 PM
From: SOROS  Read Replies (1) of 54805
 
Dear Uncle,

I just made the realization that QWST is "lightyears" ahead of ATT, MCI in their fiber optic network. I mean, WAY, WAY ahead. Fiber optic for hard wire transfer of data is where all the money will flow. For mission-critical applications, no major company will trust wireless, or satellite transmission. QWST is taking some debt with US West integration, but the positives outweigh this. You watch -- QWST will become the MAIN gorilla in terms of Internet fiber optic transmission. No one can catch up to them, and they are about to take the communications industry by storm. Remember I told you. Best to you all.

I remain,

SOROS
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