Qwest Communications (Q) (formerly QWST) Message Board

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Technology Stocks : Qwest Communications (Q) (formerly QWST)

Q 75.80

+1.2%

Nov 21 3:59 PM EST

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To: John Erb who wrote (6440)	7/24/2000 8:30:39 AM
From: GHowe	Read Replies (1) of 6846

He may at times make comments that seem unusual but remember that this guy is under a microscope from everyone;the press the investment analysts and the investing community. Not many could come through it as he has, particularly as he is now faced with the huge PR challenge of paring back UW Worst. The logic that runs through his thinking are extremely clear, however, and he has never strayed far from his vision of becoming one of the largest global DATA (not tele-) communications providers. There is no room for also-rans here, and once in a while he seems a little "offputting." Regarding joining up with another player, it makes sense at some point. One of the key reasons why I like this stock is that if he were to merge Qwest with another entity, it would be with Qwest as a major part of the new company (unlike US West, which is now lost in Qwest, or at least most of it - look at the new management structure!). Any company that is merged with Qwest will more than likely keep an overweighted position of Qwest's management team/solutions. However for this to happen, for Qwest to bring some heft to any potential transaction, Qwest's market capitalization must increase. The other party would have a difficult time with their shareholders if they were to give undue influence if Qwest were not a large percentage of the market cap of the combined entity. In my opinion, this is a key charge for the Qwest management team, to increase market share (and for those of the dull of wit, increased market share implies a higher share price - more money - for you and me!). G Howe

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