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Technology Stocks : Qwest Communications (Q) (formerly QWST)
Q 77.96+6.0%Nov 25 3:59 PM EST

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To: musea who wrote (3057)3/10/1999 10:17:00 AM
From: mfgrep  Read Replies (5) of 6846
 
I do think that it is difficult to quantify QWEST's possible future cash flow. Here are a couple of things to keep in mind:

1) Qwest will hit the ground running with a second to none I.P (Internet Protocal) fiber optic system that will be completed this year.
A) The cost to build the system was helped by the sale of fiber
optic cable to other major carriers at a hefty profit.
B) Due to the ownership of the railroad, QWEST had zero (or
virtually zero) cost for "rights of way" on which to lay
our cable.
2) Phil Anschutz is a "golden boy" on Wall Street. Fund managers, CEO's and other "big shots" love this guy. He can do no wrong.
3) It is not secret that bandwidth is the story of the 21st century.
With the onslaught of online trading, onlinde shopping malls, online movies, not to mention the sex business (which in my opinion has driven the need for bandwidth and faster microprocessors).
4) MCI, Sprint, and others are light years behind QWEST with their outdated voice protocal systems. It would cost them literally tens of billions to even conceive of building a system such as Qwests'. Qwest simply has a superior product at a much lower cost. Qwest can therefore supply a superior product for a fraction of what our competition can.
5) Qwest will complete the u.s.a. side of the system within the next 6 months (knock on wood). Qwest will be first out of the chute....you know what that can mean to business.

There are the upsides!!!

Now for the possible downsides.

1) Could satelite transmission compete with fiber optic cable in the coming years??
2) Will wireless transmission be able to evolve enough to supply the type of bandwidth that they will become competition to the holders of fiber optic cabling?
3) Will some as of yet unknown technology make Qwest's fiber optics seem archaic??

All equity purchases involve a certain degree of speculation. It is my opinion that Qwest has ENORMOUS upside and limited downside.

Excellent management, deep pockets, a second to none fiber optic system that will offer unprecedented bandwidth to the masses etc. etc.
At a minimum Qwest is worth a fortune as a buy-out-candidate (which I do not forsee) Qwest is operating like a tech company....not like a telecom company.....I like that!!

It is my opinion that I have stumbled upon the stock purchase of a lifetime. I think in ten-15 years I will look back and realize that I was one of the fortunate ones who (figuratively) bought a "Wal-Mart" or a "Dell" or "Compaq" in its infancy. QWEST will be my "Wal-Mart".

I've got to work to make money so I can put it in QWEST! lol

Bye all,

Jason
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