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

To: John Klein who wrote (555)	1/9/1998 12:16:00 PM
From: Mathon Dabasir	Respond to of 6846

>>QWST is the worlds greatest facilites-based wholesale carrier. That is all.<< John, Paul ...George, Ringo! Whoever you are? There's only one thing I like better than QWST's fundamentals (management, strategy, marketing, products, etc.). That's QWST's technicals (stock price/performance). I'll take -both- over WCOM/MCI's story any day. >>They are in the lower-third of the industry in all of their other product offerings.<< Exactly. In three years QWST will be in the -top third- of the industry. And QWST shareholders will be up 2X in the process. Easier than printing money isn't it! Mathon

To: John Klein who wrote (555)	1/9/1998 12:56:00 PM
From: Andrew G.	Read Replies (2) \| Respond to of 6846

There is no way that the existing fiber can meet future demand. Fiber sells at a premium when it is very scarce, of course. I don't think anybody expected those prices to stay there. But the key is not the price of fiber but customer volume. Qwest is diligently developing and acquiring the assets to provide services and products in addition to capacity for their rapidly expanding customer base. Do you know where Frontier and GTE got their best fiber? Check out QWST news releases.

To: John Klein who wrote (555)	1/12/1998 12:18:00 AM
From: Duane L. Olson	Respond to of 6846

John, I have been away from the thread for a while, but had to comment. I can't quite follow your argument about two things: a "glut of capacity around the corner" that QWST will face competition. I simply cannot see how another facilities carrier is going to acquire the right of way to duplicate what QWST is doing.. in fact I don't see QWST with any reasonable competition in their segment as far out as is foreseeable. As for competition: QWST IS the competition, IMHO...I don't see anyone else that can match their cost structure -- which gets even better as they start achieving a significant percentage of their potential. The "competitors" in the "higher use" arena moreover, are scrambling to get QWST capacity to lower their own costs.. Finally, as for the assessment of a "lower-third" ranking for product offerings (other than fiber capacity, presumably)...Gees.. they have only been offering product for a VERY short time... You could have made the same statement about Microsoft right after they made the DOS agreement with IBM.. And I don't think you would have argued that MSFT was a bad investment because they ranked in the lower third for product offerings!? If your message is caution, John, fine, but the prospects for QWST seem overwhelmingly positivie, IMHO.. Cheers! dlo