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

To: Craig Wilson who wrote (3097)3/11/1999 6:37:00 PM
From: Scotsman  Read Replies (1) | Respond to of 6846
 
Looks to me that Qwest has its fingers in all pies, vs GBLX having its fingers in a few pies. In the long run, Qwest should trade at a much higher price than GBLX. I still think that a lot of this is due to the fact that Qwest is a known item while GBLX and LVLT are still a bit unknown and hence you can write into them what you want to see. Hence their huge multiples.

On the split issue, I think there is a good chance of a split if Qwest holds in the 75 dollar range. It would probably be announced with earnings on April 28. JMO



To: Craig Wilson who wrote (3097)3/12/1999 7:53:00 AM
From: Robert Scott  Respond to of 6846
 
GBLX seems to be very high priced now at nearly $20B = 23+X annualized Q4 revenues = much higher than Qwest, Wcom, and others - but who knows what these fiber companies are really worth - only time will tell I guess. Perhaps Qwest & Wcom are significantly undervalued. How valuable is it to have customers now - i.e. how loyal are these customers.


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