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

To: mozek who wrote (904)	2/26/1998 2:06:00 AM
From: Duane L. Olson	Respond to of 6846

Hi Mike! Geez, QWST has been fun! And still is... I had quite a scare today, however...After this monster rally in the market today, my main computer generated portfolio went DOWN!... Until I realized that I hadn't adjusted a bunch of QWST shares for the split...Voila! -- Big Bucks <gg>... So you did the in an out bit, eh?... I still can't see the downside to QWST.. the VALUE of the network is too high...there WILL be a ROI for that monster capacity...and discounted to the present...Lots bigger than current price, IMHO.. //OT: Wish I had listened to you on CPQ... Missed a buck or two there, for sure.. My current "Check It Out" for you is GSNX...pop over to the Thread..I've recently posted the chart.. Growth rate 50%+, worth a comparable PE, but selling for $15, with $.63 projected (should be 30), and close to a buck earnings next year.. has been to around 22...should get back easily. QCOM: Love it...Soon! Like a license to print money for it's CDMA patents alone..and CDMA kicks the Chit out of GSM. However, the SE Asia situation hurts their handset sales for several months...those were big in the affected countries... So QCOM gets hit more than most by the SE Asia turmoil.. So I'll run a few other Top Dogs first, then try to catch QCOM a bit later... You like sooner? Hey, Mike, do you have any thoughts on the winners in the broadband Internet access game?.. Telcos, ADSL, cable modems, satellite? Any thoughts? I'd like to find a "sure thing" 10-bagger somewhere in that woodpile :-) Duane PS Sorry I couldn't move you into DPMI (probaby because I thought YOU gave it to ME)...up 70+ percent since mid-Jan..nice! D.