Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MangoBoy who wrote (1258)	5/14/1998 3:40:00 PM
From: Rashe W. Stephens III	Read Replies (1) \| Respond to of 6846

[Just the tip of the iceberg] ''We are talking to cable companies, other Bells, power companies, retailers. We are trying to find ways that reflect how consumers and small businesses want to buy and clearly they want to buy in a way different than the industry has done it the last few years,'' Nacchio said in a conference call with reporters. How about ISPs? Do retailers include ISPs. Mindspring comes to mind. Or does Nacchio have something up his sleeve in terms of Internet services?

To: MangoBoy who wrote (1258)	5/14/1998 6:57:00 PM
From: MangoBoy	Read Replies (2) \| Respond to of 6846

[full article: Qwest Sees Potential Revs Of $100M-$200M In Ameritech Pact] NEW YORK (Dow Jones)--The top executive of Qwest Communications International Inc. (QWST) said Thursday he believed a long-distance service marketing deal struck with Ameritech Corp. (AIT) could bring at least $100 million to $200 million in revenue in 1999. According to Joseph Nacchio, Qwest's chairman and chief executive, a pact that has the Chicago Baby Bell marketing Qwest's long-distance service to customers in its home region would bring as much as a similar pact struck with U S West Communications Group (USW) last week. Nacchio had said that deal would add $100 million to $200 million in revenue in 1999. "As I understand it, Ameritech is a much larger company," Nacchio said at a press conference. He said he would expect "a proportionate response" from the new agreement. Now that he has notched agreements with two Baby Bells, Nacchio said he would welcome pacts with other telecommunications companies in order to reach customers. "It's clear that this is a way to serve customers," he said. "We are talking with everyone who wants to serve customers in this fashion." Ameritech is preparing to merge with SBC Communications Inc. (SBC) in a $62 billion deal that awaits shareholder and regulator approval. While Ameritech officials stressed Thursday the two companies currently operate independently, Nacchio said he would welcome the chance to serve SBC's large customer base. "From where I'm standing today, it would seem that this would satisfy the (SBC) customer need and our desire to reach them," Nacchio said. "No relationship exists today. They are an independent company. Our relationship with Ameritech is not at all linked." Even as Qwest moves forward, all the Baby Bells seek to offer their own long-distance service. Nacchio said he didn't fear losing significant customers should U S West or Ameritech win approval in their home regions. "If I was worried that the day the Bells got relief (from the Telecom Act) I'd lose my customer base, I wouldn't make these agreements," he said. Nacchio also said Qwest was not like other long-distance service phone companies. "I didn't break ranks with the long-distance industry" with the Ameritech and U S West agreements "because I was never in their ranks," he said. "I never participated in their consortia. We're a relatively new company."

To: MangoBoy who wrote (1258)	5/15/1998 1:04:00 AM
From: Shannon V. Puls	Read Replies (1) \| Respond to of 6846

<<...pact with Ameritech Corp. will add at least $100 million to $200 million to Qwest's 1999 revenues.>> So let me see if I've got this right. With 207 million shares outstanding, that comes to $0.50 to $1.00 in additional EPS. With the current estimates of $0.11 for fiscal year EPS (from stockselector.com we are looking at more than a 500% increase over analysts current estimates and 800% increase over 1997 earnings. Meanwhile, the price moved up a mere 3% on the news. Either I am missing something or the rest of the market is. Now for my disclaimer: This is the beginning of my research into this company, so it is very easy that I have missed something.