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

To: RTev who wrote (4217)	6/20/1999 7:06:00 PM
From: Larry S.	Read Replies (1) \| Respond to of 6846

Picture this: A combination of BLS, USW and FRO retail service, and QWST providing LD service, DSL, etc to all that area. That is what lies ahead in the future. There are regulations right now that prevent such a hook up, but in the coming months or year, a RBOC owning an LD carrier is likely to be doable. The problem with QWST and GBLX "currency" is that they basically are start up companies. That is why USW and FRO are trading below there merger values. But BLS is a top quality company. I should say that i come here as shareholder in USW and FRO, and a little GBLX, i do not currently own QWST, but am watching it. SBC has acquired PACTEL, SNET and is buying Ameritech. BEL has acquired NYNEX and is buying GTE. That leaves only BLS and USW, and a scattering of small regional phones. That is why USW is so valuable, particularly to BLS, even if it is on the other side of the country. It is the last one left. As far as the market valuing QWST at a lower multiple if it combined with a big established company, look at it the other way around. Right now there is QWST, LVLT, and GBLX. There are a number of CLECs, NXLK, HYPT, to name a few. There are the 800 lb gorillas, T, and WCOM. GBLX, QWST, and LVLT are going to be battling for the same customers. There will likely be a bandwidth surplus in the coming years, with the amount of optical fibre bandwidth currently laid or planned. GBLX and QWST came to the same conclusion that they needed "eye" or real customers to survive. Here are the stock that i would own in this battle, and the order (of most short term potential): usw, fro, gblx, qwst, bls. i say this because i think qwst/bls will blow GBLX out of the game, and USW will be acquired for a higher premium than currently offered, and likely in BLS stock. then bls will later acquire QWST. Good luck to us all. larry