George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: MangoBoy who wrote (1218)	4/12/1999 10:44:00 AM
From: Scott C. Lemon	of 5853

Hello Mark, > adding to what Frank said: you should talk to the companies > directly and listen to them discuss their fiber and conduit > strategies before drawing conclusions. Oh ... I have ... and continue to! ;-) I've been following them for years since the original plans started to leak out. Both are a "no brainer" to me ... > QWST has tons of modular expansion capability with a maximum fiber > capacity near 1000 fibers in most parts of the U.S. long-haul > network. Being that you are now providing some additional input, can you be more specific on what you mean by "tons"? I think it's interesting that you comment on getting information directly from the companies, and then throw in a general statement which provides no detail or comparitive values ... Using your terminology, do you have a measurable comparison between the "tons" that LVLT is putting in the ground, to the "tons" that QWST is placing? As I stated originally ... I'm betting on both! ;-) Scott C. Lemon

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