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


To: D. Newberry who wrote (416)12/8/1997 7:18:00 PM
From: Andrew G.  Read Replies (1) | Respond to of 6846
 
Q&A:



It's nice to see the Qwest thread becoming more active, I was starting to think I was one of a select few on the SI website who are enthusiastically watching this company's bright future unfold.

I really don't know how to answer your question regarding "a good entry point". I don't have a crystal ball and wouldn't trust anyone who claims to know.

If you believe, as I do, that their market cap will rapidly escalate to a size comparable to MCIC or FON, then you can imagine the stock rapidly escalating in value as well (provided there is no significant dilution). It may go through some gyrations between then and now, but if you got a investing horizon of at least a year or two, then all I can say is enjoy the ride, and consider buying on dips.

If Mr. Anschutz holds on to his majority stake, he may very well be on his way to supplanting Mr. Gates as the weatlhiest American. We may be fortunate enough to take a small share of this pie with him.

Now I have a questions for you:

1) Imagine if you had the biggest, baddest, fastest bandwidth on earth. What would you do with it? Would you just sell it or license carrier access? Makes sense to help finance the build-out (which it has and more). But why stop there? ;)

2) Why hire some of the brightest stars in the telecommunications industry to work for your company just so you can have them manage the sale of fiber access on your network? ;)



To: D. Newberry who wrote (416)12/8/1997 11:33:00 PM
From: Mathon Dabasir  Read Replies (1) | Respond to of 6846
 
D. Newberry: Andrews points about owning QWST, the business are well noted. However, when to buy QWST, the stock, is a whole different topic.

Like Andrew, I say buy on the dips. If you're in it for the long haul it's not going to matter much anyway after 4 or 5 splits and a 1000+% ROI.

Still, if you want to score a deal on QWST just watch the volume line. When it drops off, like it has the past two weeks, a run-up is imminent. It's basic supply & demand theory 101 in action. Check it out. Get a chart on QWST and track the volume trend. It's uncanny. All in my humblest opinion.

Good luck,

Mathon



To: D. Newberry who wrote (416)12/8/1997 11:42:00 PM
From: Jerry Miller  Read Replies (2) | Respond to of 6846
 
"more traditional valuations"
i love that.

it's for certain that we all need the bandwidth, if nothing
more than to give a push to the technology of communications
itself. but in some respects Qwest's approach is just a
bigger wire.

i must say that i look forward to the public offer of Teledesic
sometime between now and the year 2000 when the skies are
filled with low orbit satellites, and everyone owns a dish
the size of a frisbee.



To: D. Newberry who wrote (416)12/9/1997 12:06:00 AM
From: Mathon Dabasir  Respond to of 6846
 
D. Newberry: Invest & Trade QWST. The best of both worlds.
Something I failed to include in my last post...

One way I've been able to keep my sanity owning QWST shares has been to:

1) Hold a large portion of the stock long as an investment

2) Trade another portion of shares as the market fluctuates

Oh yes, I also sell (mostly put) options to those adventurous souls who live on the edge. I won't name names :)

Strictly unsolicited commentary from someone at certain times called "brain dead" on other threads.

Mathon