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

To: Tim Bagwell who wrote (486)	12/18/1997 8:21:00 PM
From: John Klein	Read Replies (1) \| Respond to of 6846

By saying that QWST is not selling IP outside of their network, I mean just that. To date, they do not have an IP product, and they do not have any established peering (private or otherwise) with the public Internet (although this is more of a formality for a company like this then any sort of obstical). In a word, they do not sell IP service. The problem with native IP is that it does not allow for QOS. One monster app hoses the network. Now, as you rightfully point out, this is not so much of an issue with a company moving native IP over OC192. There is plenty of room to spare. However, when selling smaller pipes to companies who do not have this luxery, the ability to control QOS means the difference between life and death for mission critical apps. This is why frame and ATM (more so frame now, since it works) is so cool. Customers can allocate resources with a far greater degree of control (and please spare me the RSVP argument - giving software vendors the ability to classify the priority of their apps is like sending the fox in the henhouse). Bottom line: why are they counting bits when they own this much capacity. Who really cares about the 10-20% ATM bit tax when you own a network like that. Unless I'm missing something here, this is a prett weak data strategy.