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

To: SecularBull who wrote (4017)	6/14/1999 12:21:00 PM
From: Mark Harjes	Read Replies (2) \| Respond to of 6846

As Qwest nears the end of their fiber construction phase, and the investor excitement that generated, I suspect they DO feel a need to acquire a product capability: - Product development - Product marketing - Operational capability Qwest is currently deficient in all those areas. Unfortunately, USWest's capabilities in this regard are not first-tier either (although superior to Qwest's current situation). After all, the cool high-bandwidth fiber structure is relatively unprofitable if they don't have any services (particularly consumer) to sell that run on top of it. Simply selling bandwidth to others who CAN create/market/operate products is hanging on to the short end of the stick. Qwest could be a moderately profitable bandwidth provider for some time to come, but never a major telecom player without the rest of the pieces. Also, I suspect the pure bandwidth opportunity will be a diminishing prospect as LVLT (and successors) come along in the next couple/few years. Just my opinion... ...mark

To: SecularBull who wrote (4017)	6/14/1999 1:15:00 PM
From: SJS	Respond to of 6846

When/IF QWST buy FRO, they buy back the FIBER they sold to them 2 years ago, at a premium. Not a hot idea. Arbs are buying FRO now, and selling QWST. FRO in play, and will be the winner, regardless.

To: SecularBull who wrote (4017)	6/14/1999 2:29:00 PM
From: Brian Malloy	Read Replies (4) \| Respond to of 6846

In part I think they may be trying to squeeze GBLX. I can understand in part why QWST would go after US West but in the case of Frontier it seems rather redundant. QWST may be using this dual buyout to cloud the picture. If they walk away with US West they are happy. If they get both Okay, if they were to only get FRO I believe they would pull the offer. In order to ensure the long term viability of the company it is necessary to expand in telecom. In the end there will only be a few titans. It would appear that QWST wants to be in the last group standing. That is great for the company and they must do that. However, I'm not sure how many investors want to sit around and see whatever is going to be in five years take form. It would appear that the forward growth is going to cool down quickly. At this point, WCOM would seem to be the biggest winner. QWST has dropped more than I thought it would. I'll look for a dead cat bounce then I'm out.