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To: George Schulte who wrote (23644)5/15/1999 6:35:00 PM
From: musea  Respond to of 27012
 
George,

QWST splits May 24, the split shares start trading May 25. For a good start on information about this company you should check out the QWST thread on SI and the published earnings reports. I think it is a great opportunity but very risky, so do your due diligence and make sure it is consistent with your overall risk profile. I invested in it as one of a group of "internet infrastructure" stocks, because my view of the internet sector is that I can't tell who will be the top portal, the top e-tailer, etc. but I think that the internet itself will be huge. Every scenario will require bandwidth, switches, hubs, cable, etc. so the safest entry, IMHO, to the internet sector is through the infrastructure.

Perhaps this is just an excuse for not understanding the other parts of the internet sector! Anyway, please do your research and analysis before jumping in.

Best of luck with your investments.

-musea