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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 83.15+1.5%3:59 PM EST

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To: Brian Malloy who wrote (5338)11/4/1999 5:31:00 PM
From: Srexley  Read Replies (1) of 6846
 
Thanks for re-posting your very insightful posts. I am most impressed by your analysis of the events as they unfolded. I bought the stock after it got clobbered because of the USW deal. Initially it did not make sense to me (the purchase of USW), but seemed more logical as time went by. I probably need to pay more attention to the numbers for future growth, but I am not sure that anyone knows how to calculate the growth of the combined company accurately. My feeling is that USW was purchased to help facilitate Qwest's growth, but it seems like the growth figures are calculated in a way that only dilutes Qwest's growth. I am hoping that Naccio has more up his sleeve than that.

Time will tell if WCOM can grow at a faster clip than QWST over the long haul. I made a good return on WCOM (bought @ 36, sold @ 85), then recently picked a good low and bought some March 70 calls at 9 1/4. So far, so good.

Thanks again for reposting your older stuff.
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