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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 80.87+1.4%3:46 PM EST

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To: Brian Malloy who wrote (2602)12/28/1998 10:36:00 PM
From: LLCoolG  Read Replies (1) of 6846
 
Brian,

I agree with you as well. I see this as a no-brainer, similar to how Rambus was "undervalued" last year as it lagged between 35-45, when it was obvious that it would be the new DRAM standard for Intel.

One thing you may want to consider is market cap. While Qwest will begin to generate cash flow and earnings in the next two years, I would think that they would be a prime takeover target by a traditional telco. And I would also think that a hefty premium would be paid for either access to their network, or to buy them straight out.

How much with the telcos pay for bandwidth capabilities in 2-3 years, especially when they will be mired in copper?

Long all three of these companies,

G
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