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

To: Bindusagar Reddy who wrote (5064)	9/12/1999 6:44:00 PM
From: Techplayer	Read Replies (1) \| Respond to of 6846

BR, I do agree with your analysis. I like QWST as a long term holding. I was looking at GBLX for the short to intermediate term because it has lost so much of it's value. I plan on taking a wait and see attitude for new long term positions until after the next fed meeting. I am hoping for some good deals if there is another negative October. From what I have been able to tell, QWST has been the most aggressive carrier in pursuit of the ASP market. Thanks, Brian

To: Bindusagar Reddy who wrote (5064)	9/17/1999 7:37:00 AM
From: PaperChase	Read Replies (3) \| Respond to of 6846

I really don't understand the synergy between QWST and US West on the residential side. So US West will use QWST as a backbone for bandwidth. So how much does this save the merged entity per year in costs? Most of the costs are in the copper end not the fiber end, and the copper end is not going away anytime soon. As for comparing GBLX and QWST, QWST has a cleaner balance sheet without preferred shares and a lot of debt to muck things up. Don't underestimate the value of GBLX's landing rights in various SE Asian countries. I consider this a sizeable feat. I can't make up my mind about GBLX. I trade in and out of it very quickly. The constant downward pricing pressure in the long distance carrier market is scary.