Qwest Communications (Q) (formerly QWST) Message Board

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

Q 79.04

+3.7%

3:59 PM EST

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To: Mathon Dabasir who wrote (537)	1/9/1998 11:35:00 AM
From: John Klein	Read Replies (3) of 6846

QWST will certainly face limited competition in the wholesale fibersegment, but consider also that there is a glut of capacity right around the corner. Fiber capacity is a commodity, and unless QWST begins to offer a moree saleable product suite (and sell it), they will be hardly free from competition. If you're thinking a long-term telcom play, you are better off with WCOM. If fiber prices continue to drop (and they have nearly halved along the QWST routes in the last year due to competition from frontier and GTE, among others), then the value of having fiber in the ground diminishes considerably. It almost makes more sence to lease then dig, and who better to take advantage of those dynamics then WCOM/MCI, with the sale and marketing expertise that they have (their data products are hands-down the best in the industry, and their sales force is arguably the most refined and agressive);and all the local facilities they have aquired in the past couple of years. QWST is the worlds greatest facilites-based wholesale carrier. That is all. They are in the lower-third of the industry in all of their other product offerings. Paul

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