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

To: MangoBoy who wrote (1039)	3/27/1998 4:02:00 PM
From: Phil Jacobson	Respond to of 6846

Mark, I stand corrected on the IPO. Sorry 'bout that. Re: $1,000 - I have two answers, as a trader and as an investor. My purpose is to make money so there's always two strategies in play. I'm invested in both stocks and I'm making slightly more profit with LVLT. With LVLT entering the regular NASDAQ April 1 I expect a short term increase of at least 10% to about $80 so I'd put the $1,000 there. After the pop I'm going to sell half my LVLT and see what plans to come to light. But just as QWST surprised their short sellers by buying LCI to put traffic on their network I think LVLT will act very decisively and surprise people with some quick and compelling deals. We'll just have to see... I'm basing a lot of my confidence in part on Crowe, but more so on the fact that four people I know in telecom who could write their own ticket chose LVLT as their employer a few months ago. These people would never have wasted time going somewhere that didn't have convincing plans laid out. These are also the types of people who know how to create new engineering standards. Sure, it's a gamble but it's one I'm willing to take, at least for awhile. Phil

To: MangoBoy who wrote (1039)	3/27/1998 4:17:00 PM
From: Judy	Read Replies (1) \| Respond to of 6846

I've already made my decision and am staying with Qwest. In order to invest in L3, I'd have to sell some of my Qwest shares, which doesn't sound like a good plan to me. I started buying Qwest on its IPO day, and have added ever since. Lately I've been thinking about how long it will take Qwest to displace Sprint (FON) as the number 3 LD provider in the US. Sprint has a market cap of about 23.5 billion. Qwest, including its recent acquisitions, should stand around 14 billion by this fall. Any chance this time next year they've moved Sprint down a spot? As aggressive as Nacchio is, I wouldn't doubt it. Looking for another double and possibly another split within the next 12 months. This is going to be an exciting year. The network will be completed. Nacchio hinted at further acquisitions yesterday on CNNfn (I read that from another post), and revenue is going to start rolling in from the combined businesses. My seat belt is fastened and I love this company. Regards, Judy