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

To: Brian Malloy who wrote (2602)	12/28/1998 9:11:00 PM
From: David Lawrence	Respond to of 6846

>>While it is always hard to put a future price on a stock, I wouldn't be extremely surprised if QWST trades at $95 or higher in '99. Nor would I. However, rest assured that there will be analysts that will downgrade the stock based on price and will make their case based on a discounted cash flow model which is the "old school" method for valuing a "telco". I'm not saying they will be correct in their assessment, but we should be wary of it.

To: Brian Malloy who wrote (2602)	12/28/1998 10:36:00 PM
From: LLCoolG	Read Replies (1) \| Respond to of 6846

Brian, I agree with you as well. I see this as a no-brainer, similar to how Rambus was "undervalued" last year as it lagged between 35-45, when it was obvious that it would be the new DRAM standard for Intel. One thing you may want to consider is market cap. While Qwest will begin to generate cash flow and earnings in the next two years, I would think that they would be a prime takeover target by a traditional telco. And I would also think that a hefty premium would be paid for either access to their network, or to buy them straight out. How much with the telcos pay for bandwidth capabilities in 2-3 years, especially when they will be mired in copper? Long all three of these companies, G