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

To: Curtis E. Bemis who wrote (2478)	12/1/1998 2:20:00 PM
From: Clean	Read Replies (1) \| Respond to of 6846

glbx is a transatlantic venture. I would consider it to be complementary to qwst as qwst isn't there yet. I may be wrong but I think wcom already has a transatlantic pipe and maybe cwp as well. buying gblx would turn qwst's business model into an international model. Regards.

To: Curtis E. Bemis who wrote (2478)	12/1/1998 5:56:00 PM
From: Frank A. Coluccio	Respond to of 6846

Hi Curtis, >>I think Global has the undersea stuff-- that would seem to enhance their offerings, No ??<< I guess your implication here is that QWST has the other half, being the domestic landline fare. I recall other "complementary" arrangements like this before in other venues. The original CLECs refrained from competing with the Interstates, for fear of alienating their largest clients. TCG and MFS used to fit this mold in the early days. It wasn't so much a gentlemen's agreement with the IXCs, as it was a fear-of-retribution understanding. IMO, this same kind of dynamic may be at play here, but to a reduced degree, which I think will prove to be a short lived one, at that. Both companies here are still quite young, in relative terms, and each is attempting to reach supremacy in their respective markets. And the international (submarine) and domestic (landline) businesses are different in nature to an appreciable degree, so they tend to co-exist and feed off of each other for a while. That'll change, tho... give it time.