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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 79.70+0.8%Dec 19 9:30 AM EST

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To: Brian Coakley who wrote (1599)6/25/1998 1:06:00 PM
From: MangoBoy  Read Replies (1) of 6846
 
Brian,

i'm heavily weighted in both QWST and WCII. i bought a ton of PHX on the cheap so my QWST position ballooned quite a bit. Most of my shares date back to the day of the IPO. they're both great long-term holdings (IMO) that fit my telecom investment thesis:

- bandwidth, bandwidth, bandwidth
- "unique" facilities/plant (high barrier to entry for would-be competitors)
- seasoned, aggressive management
- proven track record of executing business plan
- well positioned to eat incumbent LEC/IXCs' lunch
- primo takeover candidate

IMO, QWST anywhere south of 30 is a great buy.

mark
(standard disclaimers: greenlake.com
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