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

To: Brian Malloy who wrote (5338)	11/4/1999 5:31:00 PM
From: Srexley	Read Replies (1) \| Respond to of 6846

Thanks for re-posting your very insightful posts. I am most impressed by your analysis of the events as they unfolded. I bought the stock after it got clobbered because of the USW deal. Initially it did not make sense to me (the purchase of USW), but seemed more logical as time went by. I probably need to pay more attention to the numbers for future growth, but I am not sure that anyone knows how to calculate the growth of the combined company accurately. My feeling is that USW was purchased to help facilitate Qwest's growth, but it seems like the growth figures are calculated in a way that only dilutes Qwest's growth. I am hoping that Naccio has more up his sleeve than that. Time will tell if WCOM can grow at a faster clip than QWST over the long haul. I made a good return on WCOM (bought @ 36, sold @ 85), then recently picked a good low and bought some March 70 calls at 9 1/4. So far, so good. Thanks again for reposting your older stuff.

To: Brian Malloy who wrote (5338)	11/5/1999 7:48:00 PM
From: PaperChase	Read Replies (1) \| Respond to of 6846

What is the logic in making it an "either or" scenario of QWST or WCOM? Some time ago the poster Ahhaha made supporting remarks for QWST's strategy of buying into the local loop with the acquisition of USW. First it provides immediate positive cash flow to cover QWST debt. Second is the trend of telcos providing a full package of services at a discount ranging from long distance to ADSL internet access. The "full package" trend is being mimicked everywhere. I also point out that QWST's core growth rate (not including acquisitions) is at a higher rate than up and coming GBLX.