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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 79.74+2.8%3:59 PM EST

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To: Duane L. Olson who wrote (841)2/20/1998 6:38:00 AM
From: Shibumi  Read Replies (2) of 6846
 
>>S-- And, in fact, wouldn't it be relatively simple to feed the new fiber cables into the old conduit...if and when the current fiber was superceded by a superior one? Any cable we used to lay, no matter how protected, we made sure we could remove and replace... Duane<<

It would seem so to me -- but then again, I know absolutely NOTHING about the physical laying of fiber -- this is one of the reasons I posted this. My previous understanding was that Qwest had an advantage because it spent a little more laying conduit rather than simply laying the wires in the ground -- the conduit made it possible to upgrade the fiber. But do you ***have*** to lay conduit with fiber (does the nature of the physical medium require it) or is this a competitive advantage Qwest has over other fiber cable owners? For that matter, does anyone know whether other fiber cable owners have conduit and if so which ones do and don't?

I realize all of this is fairly detailed -- but I'm trying to gain an understanding of intrinsic competitive advantages that Qwest might have in the market besides a great founder, excellent railway right-of-ways, and a superb management team.
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