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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (11269)	8/26/1999 7:48:00 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 57584

Rande Is: Regarding your post #11269, you are right, of course. I should have called it, "The Best of Broadband!!" Incidentally, while I am long GBLX, I would think twice about QWST. Its merger with U.S. Worst (er, West) prompted me to sell the stock. It is an anchor around the neck of QWST and converts it from one of the best plays in the fiberoptic telecom space with significant growth to a company saddled with the most problematic of the Baby Bells. It is, at best, a difficult merger and it significantly decreases QWST's growth prospects. At currently levels, I would be a buyer of MCI Worldcom (WCOM) and Nortel (NT) before QWST.