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

To: silverstein who wrote (4312)	6/23/1999 11:18:00 AM
From: Mike Fredericks	Read Replies (1) \| Respond to of 6846

A couple of questions for the thread: 1) The RBOC's are not allowed to go into the long-distance biz because they haven't opened up the local service, correct? So the RBOC's cannot buy a Long-Distance carrier. However, if a long-distance carrier were to buy a RBOC, then the new company would be able to sell both long distance and local service? Seems to me then that if BLS really wanted to buy QWST, they could arrange for QWST to buy BLS, because if the transaction goes that direction then the company can do both LD and local. 2) QWST is currently selling long distance service - I see them advertising all over the place. So what exactly is the problem where they don't have up to date billing and whatever systems that they "need" to buy someone else to get these systems? Ever heard of building your own? (Yeah, I'm in the computer industry, software is expensive, but cheaper than however many billions they're spending on a backwards phone company). Didn't LCI have billing systems in place? 3) I bought earlier in the Spring (right at all-time high, typical move for me) mostly because I figured the network would turn on later in the Summer and the stock price would jump because of it. Is there a real concern now that the network may light up and nobody would care because QWST somehow cannot sell access to the fiber? If so, the CEO is a real loser because someone had to forsee the need for software to run the network back three years ago. Sorry, I just don't like losing 40% on an investment in a month, and run across someone who I thought was a cutting-edge-type at CEO costing me lots of $$ pursuing a RBOC, after I swore that I would never ever own a RBOC after working for one. -Mike

To: silverstein who wrote (4312)	6/23/1999 11:24:00 AM
From: Gary Mohilner	Read Replies (2) \| Respond to of 6846

Does anyone here think AT&T bought Media One to get in the Cable TV business? They were already doing phone, internet, etc over the cable. Do you think Nacchio's only interested in tieing together local telephone and long distance. US West and Frontier may need to upgrade their capabilities, but they've had to plan for that. When it's done don't you think that all the services that can possible be put through the system won't be available from Qwest. What happens to the growth percentages when you add Cable, DSL, etc. Joe may be on to something, let's recognize his long term thinking, and the fact that BLS clearly agrees, and get behind what he's doing instead of thinking the genius that made us a lot of money over the last year has suddenly lost his mind. Gary

To: silverstein who wrote (4312)	6/23/1999 11:25:00 AM
From: David Perfette	Respond to of 6846

In the last two months Nacchio sold over $50M in stock at prices all over $45/share. He made the comment on his CNBC interview last week that this selling was due to his scheduled exercising of options. I sure wish I had his insider knowledge -- I would have loved to have sold some of my shares at those levels. I thinks its pretty clear that Nacho had this current situation in mind when deciding to sell. He could have just exorcised, he didn't have to sell. Disgusting. -David