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

To: Tweaker who wrote (1683)	7/1/1998 1:28:00 PM
From: Frank A. Coluccio	Respond to of 6846

Hi Phil, I've had this notion for quite some time now, and I suppose I just didn't want to seem too contrarian to post it before, but these quirky market reactions may have something behind them, other than the normal list of suspected culprits. Of course, I could be wrong. I always leave that disclaimer in there. <g> But why would an 800 lb'er be playing in the sand box with little kids at this early stage of the VoIP market sector's development, when there are mountains to climb and major triumphs to be had that the smaller and far less capitalized players have absolutely no chance in hell, or realistic reason to be, aspiring to? Ok, diversity. My point, again, hasn't to do with the absolute merit of the strategy, as much as it has to do with the impressions it throws off. Soon, VoIP pricing will go below yesterday's reported 3.5 cpm to entropic disproportions, I believe. And these may be sufficient for those with limited infrastructure investments, or for those Information Services Providers who need the "frill quality" that voice will allow in the future, when it has been entirely trivialized as a percentage of actual traffic passage. Does QWST fit into either of these categories? See the recent IDT clip from two days ago, below: Regards, Frank =================clip begins Subject:Finance - Internet Daily @ 06/29/98 Date:Mon, 29 Jun 1998 17:38:31 MDT From:InfoBeat <finance@infobeat.com> Net telephony at 3.5 cents per minute Internet service provider and Net telephony company IDT Corp. (IDTC) introduced service targeted at companies which uses the Internet providing voice and data calls for 3.5 cents per minute in the US and rates in Europe and the Middle East as low as 10 cents. The new corporate package, "Project David," will be available to companies in 10 major metro areas, including New York, Washington and Los Angeles, beginning July 1. By incorporating voice over Internet protocol directly into their PBXs, IDT dedicated users can dial "9" to get out on a traditional phone line, and "7" to get out on an Internet telephony line.