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

To: Jerry Miller who wrote (408)	12/8/1997 12:56:00 PM
From: Frank Wechsler	Respond to of 6846

will somebody tell me why so many people are trying to compare apples to oranges on this thread? Many people are so concerned with P/E ratio when what this co is doing is investing a lot of money to build a state of the art network for the future. Nextel has been running at a huge loss for a long time - they too are building a different kind of a network - yet their stock has been doing relatively well (I am long in both stocks). I got in at the IPO and bought more a month ago at 60 (& then watched the stock go back down to 50 - but now its back up). A few messages back somebody metioned Dell computer - a company selling a mature product with many competitors (including some new possibilities - i.e. the network computer). I don't see the point.

To: Jerry Miller who wrote (408)	12/8/1997 1:13:00 PM
From: Mathon Dabasir	Read Replies (1) \| Respond to of 6846

Truce? Never. Repatriation? Maybe. Jerome, a "truce" implies silence and defeats the whole purpose of this thread. It also denotes we are fighting which is hardly the case. On those grounds I can only -thank you- for sharing your opinions on this thread and wish that you continue doing so. Mathon p.s. If QWST indeed sees 43 again as you predict, know that I will eat as many pom-poms as I can buy :)

To: Jerry Miller who wrote (408)	12/8/1997 1:38:00 PM
From: Andrew G.	Read Replies (1) \| Respond to of 6846

Market Caps: T: $90.8B, MCIC: $24.6B, FON:$20.1B, QWST: $5.6B Now I ask you folks: If there is indeed a paradigm shift in the future of communications and everyone agrees that bandwidth is the name of the game, who has by far the greatest bandwidth? Who has by far the most reliable state-of-the-art network, AND the capacity to sell dark fiber to all the me-too companies that missed the boat? The next time you hear about GTE, WorldCom or Frontier boasting about their terrific networks, just remember they got dark fiber from QWST. The paradigm shift is upon us already, and it appears that QWST is too far ahead of the pact to be overcome. By my estimations, QWST could easily quadruple it's market cap by 1999 and still have a PE less than AT&T!