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

To: Diana R. Chambers who wrote (1167)	4/23/1998 4:38:00 PM
From: Brian Malloy	Respond to of 6846

There are going to be a lot of winners in this game and there will be a lot of consolidation along the way. QWEST will either become a titan or it will choose to be bought out or consolidate with a different company. Regardless of the scenario, QWST shareholders will do well. IMHO, Brian

To: Diana R. Chambers who wrote (1167)	4/23/1998 6:24:00 PM
From: Don S.Boller	Respond to of 6846

Diana: I AGREE WITH BRIAN...................................................... These are two forward tech cos. using relatively similar paths.... probably should own them both if the concept appeals....these folks were all employed at Ma Bell...along with Alex at TGNT. Probably own that one too - along with equipment folks - NT and LU. Think Geo. Gilder is right on (to paraphrase) - YOU AIN'T SEEN NOTHIN' YET.......................... BWDIK Don

To: Diana R. Chambers who wrote (1167)	4/24/1998 11:44:00 PM
From: Frank A. Coluccio	Respond to of 6846

>>LVLT and QWST are not in competition? The business plan of LVLT includes the "last mile" while QWST is long distance. That makes them sound like good partners--Crowe tries to downplay talk of rift. The article also said that some people think Qwest is being built for sale.<< I don't agree, Diana. Crowe said that? Surprising. IMO, in this day and age as long as you have an Internet access line (which by definition is local), and you enter the Internet or even an enterprise intranet (which by most definitions are wide area), all telecomm business eventually becomes any-and-all-distance (local and long, data and voice). It does sound to me, on the surface, like these two companies may have a reason to want to keep the image of their relationship looking chummy. Frank