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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: John Klein who wrote (494)12/28/1997 8:50:00 AM
From: Shibumi  Read Replies (1) of 6846
 
>>The problem with native IP is that it does not allow for QOS.
>> [...]
>>This is why frame and ATM (more so frame now, since it works)
>>is so cool.
>>
>>Unless I'm missing something here, this is a prett weak data >>strategy.
>> [...]
>> I do not see a data strategy here,

Please correct me if I am wrong...but it appears to me from your
post that you do see a data strategy here -- you just don't
agree with it. The data strategy is IP.

Now you note that Qwest doesn't have public plans on how to sell
IP, and you note that IP doesn't provide QOS. However, it would
seem to me that these are implementation issues associated with
the strategy rather than a lack of data strategy itself.

I'm not trying to split hairs but rather I'm trying to make sure
I understand the point that you've raised here. If my take on
your objections are correct, then we can move onto the two
implementation issues you raise.

With respect to Qwest not having a public plan for selling IP --
my take on this is that the belief at Qwest is that with
Internet traffic growing at 300% to 400% a year (versus a 7%
growth rate for voice traffic) that they have multiple options
on this. Of course, they don't have to sell any of this directly --
they can become the "arms dealer" in a set of wars fought by
various communication industry players. And as you note, getting
peerage agreements isn't all that difficult for this type of player.

With respect to QOS -- it appears to me that you are making a
technology argument of the worthiness of IP for real-time traffic
and associated real-time traffic control. There's no doubt that
ATM and Frame have distinct advantages in providing QOS. However,
the issue seems to me to be one of what the "killer app" is that's
driving your data strategy. To date, it appears that IP has
reached a critical mass.

I'm sure that the last point is debatable to you -- and I'd love
to hear you debate it. The purpose of this post was simply to
try to understand your objections a bit more clearly.

Thank you for the time you're spending on this issue. I believe
we both agree on Qwest's ability to leverage their physical layer
strategy.
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