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

To: Bura who wrote (5180)	10/5/1999 2:07:00 AM
From: ahhaha	Read Replies (2) \| Respond to of 6846

USW may not be very good, but they do have local infrastructure presence. That's worth the goodwill bid QWST made. Nimble techs executing to greatness in this arena is a little too hard to imagine given the scale of capex and intensity of R&D needed. What good is an LD net if its yield is paper thin and its scope is narrow? You have to go where value adds in scale, and that is in the last segment of FTTD. That's where Att is camped so that's where QWST and BOCs must go. BLS and WCOM are paying for the potential BB infrastructure. What else can they or Bells do? It's either bust out of the copper prison or die. You're getting impatient just when it's time to be patient. It has to look bad to correct down to where it has. If it is bad, no one will tender. If it isn't, given the stock has substantially corrected, the company looks more attractive for bid. You'll make more over the long run if there is no bid made. QWST is well-positioned to become one of the BB majors regardless of management or any other factor. That's your ace in the hole: manifest destiny.