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


To: goldie who wrote (3910)6/4/1999 8:09:00 PM
From: Brian Malloy  Read Replies (1) | Respond to of 6846
 
It's not out yet. You should be able to get a copy tomorrow morning. Otherwise, I'm sure that between the QWST, WCOM or other Telecom threads we will see someone post it tomorrow.

Regards,

Unlike the hatchet job they did on AMZN they should treat the Teleco's well. Although I'm sure they will claim the RBOC's, T, WMB, WCOM etc. represent better "values" then QWST, GBX and the new fiber barons.



To: goldie who wrote (3910)6/5/1999 10:44:00 PM
From: George Sepetjian  Respond to of 6846
 
Barron's & IBD

One of three analysts picked QWST as one of his top picks in the Barron's article.
In IBD- 6/7 here's an opinion:

Telecommunications is a perfect example of the breakup of the value
chain. In telecom, you still have (local) phone companies following the
old model (of trying to control the entire telecommunications business,
ranging from managing telephone wires to billing customers).

Then you have companies like Qwest who pick up one piece of the
game - high-bandwidth fiber that they are laying out for themselves
and for partnerships. Even Microsoft has focused on one thing,
software.

These companies (that focus on one part of high-tech) create such a
powerful leadership position that they have good prospects for many
years ahead. Investors should look past generalists and find
specialists who focus on one part of the map.