Qwest Communications (Q) (formerly QWST) Message Board

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

Q 97.25

+4.4%

Jan 16 9:30 AM EST

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To: Kal Perry who wrote (6833)	12/6/2003 11:30:05 AM
From: JJB	Read Replies (1) of 6846

Interesting move. I live in New Mexico where Qwest is my POTS provider. Too far away from central station couldn't get DSL. Used to have three lines so I could at least get 100mbs when I connected 2 x 56k's shotgun. When Comcast upgraded their structure to digital I was one of the first to get Internet Cable in my area. Got rid of my Dish TV and one phone line and saved around $20 per month and went to 1500mbs down and 125mbs down. Did end up spending $10 a month for an internet fax service, which offered lot more flexibility than a fixed line fax. There is a 9% productivity gain. I used a combination of POTS long distance and cell phone to place outgoing calls. Run up about 2000 minutes a month (home office) between the two. Wired long distance was $40 - $50 a month. Qwest came in and offered $20 a month unlimited long distance and I signed up. Voice quality of wired is still better than cell. Another productivty gain based on somebody's else reduced revenue. So Qwest gets about $93 a month for two lines one with all the bells (pun intended) and whistles including long distance and one a plain as it gets. Around $35 goes to taxes and fees. Not only universal service fees including second line surcharge, 411, city and stat franchise, you name it. A single line, which I would always have as a backup would cost with tax around $23. So now Packet8 (VOIP provider) offers all my services that I have to pay $70, about half it taxes and fees, for $20 net net no taxes. Voice quality and number portability keep me from changing now, its too important. The point here is if Qwest comes in and offers me $35 for similar service over my now 3000mbs down 256mbs up Comcast ($40 a month) they remain with the same revenue flow but offer a service without taxes (sorry Al Gore). This is a gun to the head of the every state Utility Agency and Federal tax structure (perhaps one day we will pay off the Spanish American War). The boat is leaking and they are threatening to stop bailing. Though I think the stock price reflects that they are on a sinking boat. If they can get a fair shake and in part no longer have to subsidize competitors this could become an interesting investment, again. jjb

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