SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 114.49+4.8%Feb 11 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: laleh who wrote (252)11/1/1997 3:31:00 AM
From: mozek  Read Replies (2) of 6846
 
Seems to me that MFNX doesn't have much to advantage or differentiate itself from other fiberoptic equipment providers. QWST has huge geographical and bandwidth ambitions with a plan for executing. I also wouldn't discount the advantage of using railroads for both rights-of-way and physical conduit protection.

I would not feel as comfortable buying MFNX, but if they execute well, they seem to have potential.

Mike
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext