Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Larry S. who wrote (4678)	7/24/1999 12:36:00 AM
From: pass pass	Read Replies (2) \| Respond to of 6846

there will be a bandwidth glut coming, so end users are needed. that is why both gblx and qwst bid for USW/FRO You're absolutely right. I see the next merger wave will be content providers and bandwidth providers. It will happen. Just like today's TV and radio stations all have to get their own channels and get their own programs. QWST was probably provoked by GBLX (not in my backyard) and pressured to bid for USWest. For that, I admire GBLX's shrewdness (so I went out and bought some shares). The Wall Street love affair with speed is far from over. Nothing is faster than light so I think within the next couple of years the bandwidth owners will do fine as long as they don't commoditize bandwidth like the oil drillers did to oil.