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

To: Maven who wrote (4281)	6/22/1999 5:25:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 6846

Good post, I'll add a few of my thoughts: True, that is what we are all dealing with. When WCOM took MCI it was a great fit, I liked it. When QWST took LCI it was a great fit I liked it. What QWST is doing now...I can understand from getting more customers that it makes sense. I can also understand that the growth rate goes from 40% to 16%. I see that WCOM has a growth rate of 20% that is expected to ramp up to 30% for the next five years. You own WCOM, I own WCOM. Based on that, if QWST begins to look like an old teleco stock with a growth rate less than WCOM where would you put new money (not to say that it will necessarily, but one should consider the possibility)? Into QWST or WCOM? I think you will find the answer there. The problem isn't so much that the laymen on this thread fail to grasp what he is doing, no one is really grasping what he is doing. Nacchio is being given the benefit of the doubt at this point because the situation is so bizarre and he has such a great reputation in this industry that many are saying - there must be something else, he has to have something up his sleeve. The Joe Nacchio that we know we wouldn't do something like this.