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Technology Stocks : Next Level Communications Inc. (NXTV) -- Ignore unavailable to you. Want to Upgrade?

To: Hungry Investor who wrote (72)	8/29/2000 7:50:20 PM
From: Rob Pierce	Read Replies (1) \| Respond to of 131

Q's covering their own tush that they remain committed to DSL, and accelerate deployments. NXTV (not surprisingly) won't get the word about their relationship with Q until September. Seems to me that this could prove to be a case of the messenger (Lehman's analyst) being partly right (Qwest will focus on business), and partly wrong (NXTV sales are not in danger). US West's deployment of VDSL to do television probably had it's roots in US West's foray into cable that was spun off as Media One (since bought by AT&T). Qwest's focus however is on fiber and copper, typically used not for TV, but phone and Internet access. While TV via DSL is a great idea, Q will probably rather expand on DSL for Q's traditional products, rather than dive into "cable" ... yet. The focus on business (Lehman is right) will let Q get DSL deployed faster, and tap more aggressively the lucrative business Internet market that can better fund the build out. The beauty of an aggressive deployment of NXTV's equipment is that Q can then easily come back to consumers in each market, send out a "cable" sales force to offer this new "cable" service, and they'll be able to take advantage of the >exact< same CO equipment!!! In this scenario NXTV would not lose business, (Lehman is wrong) but instead would see a shift in the product mix sold to Q. It could also explain the recent slow down in sales to Q, while Q figures out what the more appropriate product mix would be under their Internet- centric plan as opposed to US West's cable-centric plan. It's a scenario. And could well be wrong. I guess we'll see in a week or two. Qwest/US West's Choice TV and Choice Online: uswest.com RP