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Technology Stocks : Qwest Communications (Q) (formerly QWST) -- Ignore unavailable to you. Want to Upgrade?

To: Brian Malloy who wrote (3971)	6/13/1999 5:49:00 PM
From: RTev	Read Replies (1) \| Respond to of 6846

I don't look forward to the reaction to this deal on Monday. Since my small QWST position is just barely in the black, I'll have my finger on the sell button tomorrow morning. In the long run, though, it strikes me as an interesting deal, since it would give QWST the back-office support that several folks here have said they are now missing. (Even though the way USW handles support and service is far from admirable, at least the infrastructure is there.) If it's more than just a spitting match between former T execs, it strikes me that the QWST deal could start a series of interesting trades and cross-deals. What, for instance, happens to the rural parts of the USW territory? Would a QWST/USW entity concentrate on the high-growth cities (Denver, Phoenix, SLC, Portland, Seattle, Minneapolis-StP) which include well-developed DSL markets and give up other areas to a company like Montana Power that has managed to build a good telecom business serving low concentrations of people? Would we see cable-like territory swaps with BEL/GTE to let GTE consolidate its areas of dominance in the region?