QWEST =>beendet seitwärtsbewegung - 500 Beiträge pro Seite

[illo]

schaut euch diesen wert einmal an.
vermutlich ist das das ende der
seitwärtsbewegung der letzten zeit.
auserdem gibt es news!!!!!!!!!

schaut bei www.eTrade.com bei QWEST - news nach.

würde hier gerne posten, habe aber keine Zeit.


würde mich über eure meinung über diesen wert freuen.

[german]

Hi, illo

endlich einer, der Qwest hält oder auf der Watchlist hat.
Gerade das gestrige Interview mit CEO von Qwest (bei yahoo/finance) hat die Bedenken des Mergers mit US West gut zerstreut und die Börse reagierte auch prompt. Für mich ist Qwest klar ein "strong buy" bei geschätzten Wachstumsraten von 40% pro Jahr auf Sicht von fünf ! Jahren.

Die Kursdelle (bis auf 26 USD runter) scheint längst vergessen zu sein und alte ATHs sind in Sicht.

german

[gourmet]

wenn ihr wissen wollt, warum, schaut unter:
http://www.pathfinder.com/fortune/2000/01/24/net.html nach.
und german:
viele grüße
gourmet

[gourmet]

ups, da habe ich die hälfte vergessen.
für german: ich hatte dir in einem internet-board einmal den hinweis auf @IPBELL gegeben. hast du dich schon schlau gemacht ?
viele grüße
gourmet

[german]

Hi, gourmet

der Link ließ mich versacken - und bezogen auf @IPBELL noch nicht schlau gemacht, für einen Hinweis, wo, bin ich naturellement dankbar.

german

[gourmet]

hallo german,
für den link: gehe mal zu cnnfn.com direkt auf der hauptseite ist links unten eine titelstory ... full story ==> link
und zu @ipbell. das ist ein hochgeschwindigkeitsnetz, das alle dienste umfasst. es wird nach meinen informationen am 17.1 gelauncht. profitieren werden die strategischen partner (z. b. sidy (!s. kursverlauf), hp (da passt in meinen augen auch die neue werbung dazu), oracle, cisco ... und wenn ich weiterspinne: wer profitiert weiter? b2b-firmen. und wer steigt massiv dort ein: mysap.com (ohne geschwindigkeit ist b2b nicht zu machen).
wenn meine recherchen und die darauf basierende these stimmt, ist dies ein teil der b2b-revolution.
viele grüße
gourmet

[german]

Hallo, gourmet

nun versanden meine postings auch noch - zu @IPBELL nur was bei Science Dynamics gefunden. Wo gibt es denn mehr??

DAnke - german

[gourmet]

ups, die titelstory auf cnnfn.com hat sich geändert. der link http://www.pathfinder.com/fortune/2000/01/24/net.html funktioniert allerdings noch. ich habe keine probleme damit.
vile grüße
gourmet

[german]

Hi, gourmet

Chart von SIDY sieht beeindruckend aus. Ist dann Science Dynamics gewesen.
ich warte noch auf die WEBMETHODS-IPO, um am B2B teilzunehmen.

Oracle hatte ich im April/Mai 99 für 25 USD für 4 Wochen, tat sich nichts, wieder abgestossen - und dann sah ich steigenden Kursen hinterher. Guter Riecher - nur die Ungeduld...

Vielen Dank für deine Infos.

german

[german]

Stimmt, der pathfinder.com lnk tuts. War wohl ein Vertipper.

[gourmet]

lies dir die alten news unter sidy an. erster kurssprung bei bekanntgabe, dass sidy strategischer partner wird (schau dir alle an !). einer davon hat seit 2 jahren einen wechsel an den neuen markt angekündigt und will eine zweigstelle in mannheim aufmachen (warum wohl?). sorry, wo genau ich das mit der 3. januarwoche gelesen, finde ich auf die schnelle nicht mehr.
sorry sei mir nicht böse, dass ich den namen nicht direkt nenne, aber ich möchte nicht, dass der wert unnötig gepusht wird oder dass sich knalltüten wie milenium darauf stürzen. und wenn du so gut bist, wie ich denke (und deinen bisherigen postings entnommen habe), dann findest du es selbst heraus.
schick mir dann doch einfach eine mail an [e-mail].
viele grüße
gourmet
PS: der artikel über qwest und die dadurch profitierenden unternehmen ist auch nicht zu verachten, denn der schlüssel für erfolgreiches b2b liegt in der performance. alles andere haben sie bereits im griff. und der sich.mistQWEST

[gourmet]

zu webm: wird eines meiner großen investments in diesem jahr (neben infinion und rösch), das ich noch tätigen werde. ansonsten ist das depot 2000-fähig.
viele grüße
gourmet

[illo]

danke leute,

jetzt weiß ich das der wert nicht so unbekannt ist,
wie ich dachte.
glaube an potential dieser aktie.
allerdings wuerde ich gern mal ein paar kursziele
von euch hören.
bin seit 4 wochen in diesem wert investiert, und seit dem ich sie habe,
ist sie seitwärts/leicht runter gegangen.
außer natürlich am freitag, was mich natürlich gefreut hat.


viele grüße an alle QWEST interesierten.

[gourmet]

hallo illo,
kursziele sind doch gar nicht so wichtig. deshalb will ich mich an solchen spekulationen auch nicht beteiligen. viel wichtiger sind die perspektiven (der kurs geht dann schon mit) und wenn du dir den o. g. bericht durchliest, wirst du sehen, was qwest vor hat und daß mit Q2 qwest deutlich unter der bewertung vergleichbarer unternehmen liegt/liegen wird. dies ist ein wert mit viel realem potential und wenig risoko, der rest wird sich zeigen (ich habe sie im herbst 99 noch für 28 gekauft und seitdem geht es gesund - nicht gepusht - aufwärts).
viele grüße
gourmet

[german]

Hi,

habe Qwest schon seit Anfang 99 und Höhen und Tiefen mitgemacht, immer wieder mal verbilligt und sehe das genauso wie gourmet, Aktie mit hohem Drehmoment wie der Klassiker GE, an dessen Chart über Jahre man ein Lineal anlegen kann. Kein Trader-/Zockerwert, dafür aber Nervenbalsam im Depot.

An gourmet: knobele noch an der kleinen Aufgabe, habe den Mut noch nicht aufgegeben. Melde mich dann.

cu - german

[entaklemmer]

Hi gourmet, hi german,

wenn der Thread eh wieder oben ist: die Beschäftigung mit den Hochgeschwindigkeitsnetzen (lange Nacht gestern) war extrem interessant, etwa so: , , , !

mal sehen.

mfG entaklemmer

[german]

Hi, gourmet

mail an dich ist gesendet!

german

[german]

Im Investor2000-Newsletter steht einiges über Qwest - siehe Thread im Internet-Board.

german

[german]

Hi,

habe den News-Letter nun - Infos hat man schon, wenn man yahoo durchgeforstet hat. Schade - hätte gerne noch was erfahren, was ich noch nicht wußte.

german

[gourmet]

hallo german,
mit deiner vermutung hast du recht. !!! übersieh das risiko nicht !!!
viele grüße
gourmet
ps: ich habe im moment wenig zeit. ich schicke dir heute abend eine mail. meine depot und meine strategie habe ich übrigens in "nasdaq-rückgang" in groben zügen beschrieben.

[german]

Nette Info von heute - Qwest = no qwestion!!


delayed 20 mins - disclaimer
Friday January 21, 7:29 am Eastern Time
worldlyinvestor.com Sector of the Day
Qwest For A Leader
By David H.M. Baker, Columnist
Qwest seeks its fortune on the Internet.
Moving a big telecommunications company onto the Internet is a little like motoring a school bus onto the track of the Indianapolis 500. It`s very easy to find yourself left behind.
Yet that`s exactly what Joe Nacchio, chief executive of Qwest (NYSE:Q - news), is up to. Even more surprising, I`m finding it to be one of the most interesting and undervalued companies I`ve encountered lately.
No Respect
Qwest has received little respect lately -- deservedly so, to be honest. Indeed, I`m generally one of the biggest critics of Bell operating companies like US West, which Nacchio is attempting to swallow. I find them to have uncompetitive business models, antiquated networks, bureaucratic management style and expensive unionized workforces.
Yet many of the things that has held back Qwest may now begin to actually offer it a bit of an advantage. First, among its peers it has the largest customer base and strongest cash flow, which it can use to fund the construction of its 18,800-mile fiber-optic network connecting 150 US cities -- without having to incur debt or dilute its equity.
Further, its partnering with Dutch national carrier KPN (NYSE:KPN - news) has allowed it to gain access to the large European market in a much shorter time period than if it attempted to build one itself.
Qwest is composed of several distinct operating units: the traditional wireline local telecommunications business, a web hosting storage segment and the global telecomm transmission business.
Low Expectations for Wirelines
Its wireline business is nothing to get too excited about in and of itself. But this is where its largest customer base lies, and it will be the primary target for all the advanced telecom services it will roll out over the next several years. I was happy to see that Nacchio only expected a meager 1% annual growth rate for this segment in his model, which tells me he is not relying heavily on it for future growth.
The hosting business represents a fantastic business opportunity. Leaders here will enjoy annual growth rates as high as 35% to 40% over the next five years. And the hosting business is at the forefront of the huge boom I foresee in outsourcing by large corporations.
High Hopes for Hosting
Hosting companies provide remote storage of corporate information and hosting of Web sites; I believe many of the leaders will ultimately become application service providers. The unquestionable leader in the space is Exodus (Nasdaq:EXDS - news), followed closely by Global Crossing`s (Nasdaq:GBLX - news) Global Center and rapidly emerging player PSInet (Nasdaq:PSIX - news). Qwest will be playing catch-up in this space, but its large installed customer base and evolving partnership with BellSouth (NYSE:BLS - news) should give them a good shot at sharing a leadership position in the space.
In the global data business, Qwest is not without competitors: Level 3 (NYSE:LVLT - news), Global Crossing, Infonet (NYSE:IN - news) and Teleglobe (NYSE:TGO - news). These companies, along with a number of other regional players have been busy constructing the network backbones that will serve as the high bandwidth platforms for the future tsunami of Web traffic.
As regular readers know I have been a bull on Global Crossing, and now believe that Qwest is an equally interesting play -- especially given its discount below Global Crossing and its expanding global network with hubs in North America and Europe.
Company in Transition
On a valuation basis, Qwest looks intriguing too. Its interest in KPNQwest (Nasdaq:KQIP - news) represents nearly 43% -- or the value of Qwest`s current market capitalization -- which would value the balance of the company at just over $18 billion, or 18 times year-2000 earnings before interest, taxes, depreciation and amortization (EBITDA). Further, Qwest has a rock-solid balance sheet at 35% debt to equity as of September, which will provide it with a solid foundation to really accelerate its global expansion.
This opportunity is not without risks. Qwest is truly a company in transition, working to morph itself into a global telecommunications services enterprise. The digestion of US West, which was arguably one of the poorest managed RBOC`s, into Qwest`s global network will remain a challenge -- though one that I believe Nacchio is up to.
The race is on, and the company must realize it is working on Internet time, where projects are measured in days not years. The company must continue to move very quickly to erase the old-line corporate mentality and historic bureaucratic environment to realize the dynamic business opportunity I have laid out herein.
As I said, Nacchio has the correct vision and given the current valuation I believe it is certainly worth the potential downside risk of the USWest consolidation taking longer than he has stated. My twelve-month target price is $55 and I intend to buy these shares for my clients over the next several weeks. David H.M. Baker, CFA, is an analyst for worldlyinvestor.com and president of Rivendell Capital Management, a private-client money management firm. His twice-weekly column covers stocks that he feels are undervalued relative to their peers. Baker does not currently hold Qwest stock, though his positions may change at any time.

[comander1]

habe mit interesse eure infos und meinungen zu Qwest gelesen.
Wie der teufel es will bin ich zum ATH im frühjahr ´99 rein zu
42,80. bin demnach mit der kursentwicklung völlig unzufrieden.
Zumal aufgrund einer empfehlung im focus die hoffnung erweckt wurde
das hier überdurchschnittliche gewinne zu erziehlen sind, wg. be-
teiligung von microsoft und bei vergleichen mit anderen firmen mit
microsoft beteiligung teilweise über 100% gewinne und mehr, in über
schaubare zeit realisiert wurden.

Da ich den verlust ausgessen habe werde ich noch etwas warten, aber bei der nächstbesten gelegenheit schichte ich um.

[german]

Hallo, comander1,

besser wäre es gewesen, in der Zeit ab Kauf zu verbilligen. Tiefstkurs war bei ca. 24 Euro. Wenn die Fusion mit USWest durch ist, sehe ich aufgrund der zugekauften Kunden deutlich steigende Kurse. Schau mal auf finance.yahoo, die erwarteten Gewinnsteigerungen für 2000 sind mehr als beeindruckend.

Die Aktie bleibt für mich eine klare Halteposition - oder aber, verkaufen und auf billigere (Wieder-)Einstiegskurse hoffen.

german

[german]

Kleiner Nachtrag aus dem Newsletter Investor2000 von heute:


Auch die vor kurzem zugekaufte Qwest Communic. konnte noch nicht unsere Erwartungen erfüllen. Zwar liegen wir auch hier mit unserer Position minimal im plus, doch der Wert erscheint zur Zeit etwas träge. Wir erwarten die Quartalszahlen für den 1.Februar 2000. Sollten diese entsprechend ausfallen, dürfte der Wert wieder mehr in das Anlegerinteresse rücken. Mit der Fokusierung auf Glasfaser und dem zügigen Ausbau der Netzte ist Qwest nichts desto trotz ein zukunftsträchtiges und solides Investment.

german

[illo]

hallo leute,

hoffe das die qwartalszahlen am 1. februar positive ausfallen,
damit wieder etwas fahrt in die aktie kommt.

wünsche uns viel glück...

aussteigen?????????

nein natürlich nicht, zumindest nicht jetzt.

wartet.....

[dannyj]

Ich bin auch diese Woche durch den Newsletter und den CNN Bericht auf Qwest aufmerksam geworden.
Die MK ist ja mit 33 Millionen nicht besonders hoch. Wie seht Ihr das im Vergleich zu den Konkurrenten ?
Und meint Ihr, Qwest kann sich durchsetzen ?
Ich denke, dass der traege Kurs auch Grund des Umstandes ist, dass Qwest nicht an der Nasdaq gelistet ist.
Ich kann den Artikel jetzt nicht mehr bei CNN finden aber weiss noch jemand wie die eine Company hies, die dieses rote Logo hatte, bzw. wo der CEO interviewt wurde ?

[Jammaster]

Hallo,

eine kurze Analyse über Qwest Comms ist unter

http://www.boersen-focus.de

zu finden.

Bye
Jam

[german]

Hallo,

ist ganz nett, die Analyse von Boersen-focus.de

Sie vernachlässigt aber die zu erwartenden Gewinnsteigerungen von 40% pro Jahr auf Sicht von 5 Jahren (das hatte früher SAP) sowie die durch den Merger mit US West deutlich vergrößerte Kundenzahl, auch wenn da ein paar Klagen wegem schlechtem Service laufen. Ich denke, gerade die Kombination zwischen Ausbau des Glasfaser-Netzes und dem Zukauf von Kunden wird es auf mittlere bis lange Sicht bringen. Schaut mal bei finance.yahoo (Ticker: q) eingeben, die estimated earnings an. Bei Gewinnsteigerungen von 300% sinkt das KGV rapide. Und die Beteiligung zu 35% an KPNQwest hat sich auch bezahlt gemacht. Von 30 Euro auf 70 Euro gestiegen (in ca. vier Monaten glaube ich).

german

[german]

Interessant: möge jeder seine Schlüsse ziehen

 

Will lucrative times end for fiber-optic firms?
By John Borland and Ben Heskett
Staff Writers, CNET News.com
January 26, 2000, 12:30 p.m. PT
In the current high-speed networking craze, a simple rule applies: If you build it, they will come.
A combination of an insatiable appetite for capacity on networks, the entry of new competitors in the communications industry, and technology innovation has prompted an almost unprecedented boom for network operators and their suppliers.
Centered around fiber-optic technology, communications companies and their "arms dealer" equipment makers are reaping huge gains. Collectively, they are betting that the demand for capacity--or bandwidth--on networks will grow exponentially as more people do more complicated, pipe-clogging tasks on private connections and the public Internet.
Much like when the high-tech industry coalesced around Internet-based communications, the networking market is rapidly embracing the notion that optics is the only technology that can conceivably meet the demands users will place on networks.
As a result, new entrants in the market such as Level 3 Communications, Qwest Communications International and Global Crossing, among others, are preparing to duke it out with entrenched global network providers such as AT&T and MCI WorldCom. These upstarts hope their more state-of-the-art technology will reap competitive benefits vs. older competitors.
On the equipment front, a renaissance has taken hold in the market, with high-flying upstarts such as Sycamore Networks, Juniper Networks and Redback Networks offering alternative technologies to larger firms such as Cisco Systems, Nortel Networks and others.
And as the year 2000 unfolds, others will follow, such as Optical Networks and Corvis, as more firms focus on how to get more out of a fiber-optic line. In addition, these firms will likely revel in the high valuations currently placed on entrants in the optical-equipment niche.

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Fiber-optic technology sends information encoded in pulses of light through long strands of "glass" fiber. On their own, these fibers can carry much more information than traditional copper wires. Recent advances in technology pioneered by the likes of Ciena, Lucent Technologies and Nortel---including techniques that involve carrying information on different wavelengths of the light pulse---have greatly improved the strands` capacity.
Interest in adding technology that can increase fiber`s capacity has heightened also since fiber already has been laid throughout the country.
But in every boom is the threat of a bust. Amid overwhelming evidence of demand for network bandwidth and the associated technology to make it work, even the most astute experts admit there is no single user-driven technology at the moment that will fill the network capacity. This could be a telling admission. Use of personal computers didn`t take off until software applications such as word processors and spreadsheets became available, for example.
But many believe the growing availability of bandwidth will spark development of the applications and software that will finally justify the massive network construction projects.
"People want more bandwidth as it gets cheaper," Infonetics Research founder and principal analyst Michael Howard said.
"Demand truly is elastic," John Roth, chief executive at Nortel, added. "The more available (bandwidth) is, the more people use it."
Wall Street--and the industry itself--is betting that demand for bandwidth will continue to climb at exponential rates. Most agree that`s likely to happen, as network-taxing applications like video-on-demand, videoconferencing and even virtual reality applications are made feasible by faster high-speed connections to homes and offices.
According to consultants Forrester Research, business demand for network bandwidth will continue to double each year through the next few years. Total corporate demand in 2003 is likely to be about 12 times what it was in 1999, the analysts predict.
But that`s still in the future. Today the focus is on building the networks that will make these applications feasible--and that`s driving money and market attention to the Qwest`s and Sycamore`s of the world.
"What ends up happening is a cycle effect," said Erica Henkel, an analyst with Frost and Sullivan. "Right now you have a bandwidth shortage, so companies are building out networks."
Once network capacity becomes commonplace, the market will turn resources more broadly to applications that use this bandwidth, she said.
For the companies laying fiber themselves, this kind of cycle can be risky. As more companies build long-haul networks, competition drives the price down, at least until new high-bandwidth applications once again clog the pipes. Already the price of bandwidth has fallen substantially in the last year.
Some of the network companies seek to hedge their bets by selling off pieces of their network early, while the price for bandwidth is still high. Qwest, for example, sold pieces of its network early on to what was at the time Frontier Communications, which in turn has sold smaller pieces to third parties, each avoiding the necessity of selling the extra bandwidth themselves at a discount later on.
But analysts say it`s a different story for the equipment companies, which are even now struggling to keep up with network operator demands, as evidenced by Lucent`s recent missteps and Nortel`s plans to add optical manufacturing capacity.
Vinod Khosla, a partner at Silicon Valley venture firm Kleiner, Perkins, Caulfield & Byers and a member of Qwest`s board, said the biggest obstacle to the communications company`s growth is finding enough cutting-edge equipment to put in its network.
"I don`t see any excess bandwidth for the next three to five years," Khosla said.
Most of the big network operators are upgrading their infrastructure to take advantage of the latest in fiber-optic technology. They`re even looking a few upgrade cycles ahead, analysts say, building in extra capacity so they won`t find their brand-new networks completely filled in a year or two.
If all the network companies in the world worked on the same schedule, this could lead to a kind of boom-and-bust pattern for the equipment providers. But the newcomers like Level 3 are building from scratch now, while established companies like AT&T or the Bell phone companies work more slowly, trying to get as much use out of their old switches and infrastructure as possible before selling it.
Overseas companies also lag behind the leaders in the United States, promising demand for high-tech fiber equipment for years to come.
And while this cycle is running its course, content providers and application builders will be finding new ways to fill the networks, driving demand for bandwidth and network equipment even higher, analysts say.
"It`s a great long-term play," said Ross Mayfield, president of RateXchange, an online site where network companies trade and sell their excess bandwidth. "The cycle will always come back around in (the equipment makers) favor."
Frost and Sullivan says the total worldwide market for fiber-optic telecommunications equipment was about $10.4 billion in 1999. That would jump to nearly $17.7 billion by 2003, and to $28.6 billion in 2006, Henkel said.
"If you`ve got thousands of people to move, it favors a big plane," said Corvis`s chief David Huber, an industry veteran who also founded Ciena. "Optics is a big plane."

[german]

Qwest gab heute Zahlen für das 4. Quartal 99 bekannt, die im Rahmen der Erwartungen lagen. Der Beitrag von KPNQwest war allerdings auch hoch.  

 
Qwest meets expectations, revenues jump
By Melanie Austria Farmer
Staff Writer, CNET News.com
February 2, 2000, 7:00 a.m. PT
Qwest Communications today reported fourth-quarter earnings in line with analyst expectations as revenues from communications and Internet services soared.
Qwest, which is currently wrapped up in a pending merger with US West, posted net earnings for the quarter of $29.4 million, or 4 cents a share. Those numbers exclude a one-time gain of $414 million related to its KPNQwest initial public offering and $6.5 million worth of costs directly related to the proposed merger with US West, the company said in a statement. That compares with earnings of $10.4 million, or 1 cent a share, in the same period in 1998.


Analysts expected Qwest to earn 4 cents per share, according to a survey by First Call.
Revenues for the quarter jumped 34 percent to $1.16 billion compared with $865 million in its year-ago period.
The company attributes its positive quarter to strong demand in Internet communication services including Web hosting, application services hosting and e-commerce services.
Qwest chief financial officer Robert Woodruff said they expect to continue to see strong revenue growth in 2000 led by the demand for the company`s Internet-based applications and services. The company said it anticipates revenues will continue to grow in the range of 30 percent to 35 percent this year.
Last quarter, Qwest also reported in-line earnings fueled by revenue growth from data and Internet services. For the third quarter, Qwest said it had earnings of $19.8 million, or 3 cents a share, compared with a pro forma loss of $11.4 million, or 2 cents a share, a year earlier. The Denver, Colo.-based company said revenues rose 26 percent to $1.02 billion from $807.1 million a year earlier, marking its first billion-dollar quarter.

german

[german]

etwas ausführlichere Meldung:Wednesday February 2 1:44 PM ET

Qwest Fourth-Quarter Profits Tripled

NEW YORK (Reuters) - Qwest Communications International Inc., the long-distance telephone company set to buy U S West Inc., said on Wednesday its fourth-quarter profits tripled, meeting Wall Street expectations, due to strong growth in sales of data and Internet services.
Denver-based Qwest said profits, excluding one-time items, rose to $29.4 million, or 4 cents a share, from pro forma earnings of $10.4 million, or 1 cent a share, a year earlier.
The results matched Wall Street`s earnings expectations of 4 cents a share, according to research firm First Call/Thomson Financial, which tracks analysts` estimates.
Shares of Qwest, the No. 4 U.S. long-distance telephone company, gained 7/8 to 42-3/4, while shares of U S West gained 1 to 70. Both stocks trade on the New York Stock Exchange.
``We are extremely pleased to continue our strong financial performance in our core businesses, while our management team focuses on growing revenues globally through strategic initiatives, including the merger with U S West,`` said Qwest Chairman Joseph Nacchio.
Including one-time items, Qwest reported net earnings of $437 million, or 56 cents a share, compared with a loss of $21.6 million, or 3 cents a share, a year earlier.
Fourth-quarter revenues grew 34 percent to $1.16 billion, as communications services revenue increased 73 percent.
Internet and data revenues grew more than 200 percent and comprised more than 25 percent of total revenue. Internet and data sales, which are becoming an increasingly important part of its business, should generate about 40 percent of its total revenues in the fourth quarter of 2000.
Fourth quarter earnings before interest, taxes, depreciation and amortization (EBITDA) increased 53 percent to $226.4 million.
Qwest said it expects revenues and margins to continue to improve due to strong cost controls and demand for its Internet-based applications and services.
In 2000, it expects its total revenue to grow 30 to 35 percent, with communications services revenues growing 37 to 42 percent. EBITDA should increase 40 to 50 percent in 2000. The company said it would provide more details on its outlook for 2000 at its Feb. 16 meeting with analysts.
It expects its capital spending in 2000 to increase to about $2.5 billion to $2.7 billion, compared with spending of $1.9 billion in 1999.
The increased spending will help Qwest expand its web hosting and Internet applications business, create new global businesses, and build broadband local access services, including Digital Subscriber Line high-speed Internet access.
Qwest`s planned $36 billion acquisition of U S West is expected to close around mid-year. The company said it is optimistic the Federal Communications Commission will approve the deal on or before Feb. 15.
The deal would combine U S West`s local, wireless and data operations with Qwest`s long-distance and high-speed fiber optic communications network.
Nacchio said he believes the companies` stocks have been pressured by lingering uncertainty about the merger and concerns about U S West`s finances and services. Those concerns should ease as the companies continue to meet their financial goals, he said.
Qwest said it is confident it will meet or beat the goal for $4.4 billion in cost-savings and $12 billion in revenue benefits from the merger.
Nacchio also said the company is open to various methods of increasing shareholder value, including tracking stocks. It said it would watch the stock market`s reaction to tracking stocks or spin-offs being created by its rivals.
Qwest, which has forged technology pacts with companies such as Hewlett-Packard Co. and Microsoft Corp., said it aims to forge additional technology alliances in the future that will be globally focused.


german

[german]

Aus INVESTOR2000 von gestern:

Qwest Communications nahm nach anfänglichen Startschwierigkeiten weiter Fahrt auf. Montags noch bei 38,- Euro, notiert der Wert zum Schlusskurs in Stuttgart bei 44,- Euro und konnte damit den Aufwärtstrend behaupten. Ein Grund dürften sicherlich die am 2.2. veröffentlichten Quartalszahlen sein. Demnach hat sich der Gewinn pro Aktie von 0,01 U$ auf 0,04 U$ erhöht, lag aber innerhalb der Schätzungen der Analysten. Warum aber der Anstieg, da die Gewinne nur im Rahmen lagen???

Ein genauer Blick auf die Zahlen lüftet das Geheimnis. Ein um 200% gestiegener Umsatz im Bereich Internet und Daten trug über 25% zum Gesamtumsatz bei.

Dies war denn auch das worauf viele Investoren ein Auge geworfen haben. Qwest wandelt sich langsam aber sicher vom Long Distance Phone Carrier wie es im amerikanischen so schön heisst, zum allumfassenden Telekommunikationskonzern mit Schwerpunkt auf das Internet.

Eine nicht weniger wichtige Information bzw. Überlegung gab es am 4.2. aus New York zu hören. Da die geplante Übernahme von Vodafone durch Mannesmann nun "perfekt" ist, überlegt man hier, wer wohl der geeignete Partner für den zukünftigen Konzern sei wenn es darum geht die Internetaktivitäten voran zu trieben. Unter den drei möglichen Kandidaten ist US-West, der zukünftige Merger von Qwest. Es ist vielleicht etwas früh solche Überlegungen anzustellen, in dieser Branche aber kann man nicht früh genug seine Investments danach ausrichten.

german - der diesen Thread hegt und pflegt (lonesome poster)

[german]

Hallo, von heute


Qwest (NYSE:Q - news)
Shares of Qwest are up 1 1/16 at 46 1/16 after PaineWebber analyst Eric Strumingher raised his rating on the telecom`s stock to a ``buy`` from a ``neutral`` and gave the shares a 12-month price target of $55.

german (der diesen Thread hegt und pflegt)

[german]

Investor2000 vom13.02.00

Auch unser nächster US-Wert, Qwest Communications, konnte nun endlich das letzte High vom Dezember übertreffen. Sollte nun auch noch das alte All-Time-High vom April 99 deutlich übertroffen werden, ist die Luft nach oben offen. Die Wandlung zum Telekommunikationskonzern mit Focus auf das Internet gefällt den Investoren. Auch die Aufstufung von PainWebber hat der Aktie gut getan. (Buy - Kursziel 55,- U$).

Und heute wieder 3% rauf - langsam aber stetig.

german (ddThup)

[german]

... und die News reissen nicht ab:

Q
Monday February 14, 7:01 am Eastern Time

Company Press Release

SOURCE: Qwest Communications International Inc.

Qwest Communications and Jato Form $37.5 Million Strategic Partnership to Extend Digital Subscriber Line Services

DENVER, Feb. 14 /PRNewswire/ -- Qwest Communications International Inc. (NYSE: Q - news), the broadband Internet communications company, and Jato Communications Corp., a high-speed digital subscriber line (DSL) Internet access and applications company, today announced a five and one-half year agreement that provides Jato with access to Qwest`s leading nationwide network backbone and augments Qwest`s nationwide DSL coverage. Under the terms of the agreement, Qwest will receive approximately $25 million from Jato for broadband networking services. In addition, Qwest is investing $10 million in Jato, to be followed by an additional $2.5 million investment in the near future.
With access to Qwest`s Internet-based network, Jato can connect its local DSL markets to offer customers office-to-office connectivity between cities. This capability expands Jato`s inventory of business solutions across its national markets, especially for customers with multiple office and multiple city requirements. The agreement also enables Jato to provide its customers with Web hosting, Virtual Private Network (VPN), and Professional Services solutions from Qwest.
Through this partnership, Qwest can rapidly and cost-effectively expand its nationwide DSL service offerings into markets served by Jato that do not overlap with the QwestLink local broadband access network currently being built in 25 major metropolitan markets. QwestLink will offer business customers direct, high-speed access to the Qwest backbone through a combination of DSL services, local fiber or fixed wireless service. Qwest began providing local DSL access last year through relationships with other leading DSL service providers. By the end of this year, QwestLink networks are scheduled to be complete in 11 cities, followed by an additional 14 cities in 2001.
``The tremendous demand from business customers for direct access to our broadband Internet network through a DSL connection is driving our expansion,`` said Joseph P. Nacchio, Qwest chairman and CEO. ``Our relationship with Jato gives us additional DSL coverage to more quickly expand our last mile connection for customers.``
Jerry Dinsmore, president and CEO of Jato, said: ``The investment by Qwest certainly validates our business model and having a major network player as a key strategic partner is critical to meeting our aggressive network and distribution goals.``
Without access to a national backbone, DSL service providers usually require Internet access points in each of their service cities. The relationship with Qwest enables Jato to reduce the number of Internet access points required to support its national network, subsequently reducing overall operating expenses and enhancing network security. In addition, all of Jato`s regional ISP partners will benefit from the ability to market their own Internet services with Jato DSL Plus(SM) across Jato`s national footprint.

[german]

Schluß in NY:

Last Trade
3:47PM · 49.125 Change
+2.875 (+6.22%)

... bei Beginn des Threads bei 38 US-Dollar!

Ist keine Morphosys, klar.

german (ddThup)

[illo]

hi germann,

toll wie du dich um qwest bemühst.

würde gerne auch mehr schreiben, habe im moment aber klausurstress.

was für ein kursziel hast du so vor augen..

ciao...

[german]

hallo illo,

danke für die rückmeldung - hier meine antwort:

mindestens 55, aber der langfristige trend stimmt, auch wenn es heute mal runter geht (-1,875 us-dollar). also mehr und höher, mehr die Traktor-Aktie, nicht der Porsche, Balsam im Depot, auch wenn es mal runter geht ...

Info bei www.individualinvestor.com Internet-Companys serie: 4. Teil über glas-fiber-companies (andere B2B und e-commerce-structure-Artikel auch sehr informativ, in die archive gehen)

cu - german

[german]

Und weiter - gute News Qwest wieder auf 50 USD
Thursday February 17 4:58 PM ET

Qwest to Broaden Internet, Data Services

NEW YORK (Reuters) - Qwest Communications International Inc. (NYSE:Q - news) said Thursday that it will increase its Internet hosting facilities space by more than three-fold as part of aggressive plans to grow its Web hosting and Internet network offerings in the United States and Europe.
The company said it will expand the hosting space, which offers storage and maintenance facilities for Web sites as well as other business Internet services such as applications management, to 1.6 million square feet from 500,000 square feet, by the end of 2000.
Qwest also plans to double the number of hosting services centers to 14 from seven by the end of the year, the company said in postings on its Web site that outlined a presentation it made to financial analysts on Wednesday.
The company`s plans include a continued shift of revenues from its core long-distance phone service to higher margin offerings such as Internet and data. Qwest said it set a goal of continuing to double traffic on its Internet network every 3-1/2 months throughout 2000.
``Qwest held an analyst meeting yesterday that showcased its impressive management team which appears well positioned to leverage the company`s competitive advantages and strong Internet Protocol/data focus,`` Warburg Dillon Read analyst Linda Meltzer said in a research report.
Qwest, which is set to buy local telephone company U S West Inc. (NYSE:USW - news), also listed investing in emerging telecommunications equipment companies as a way to advance efficiency-boosting technology and establishing a presence in the Pacific Rim as strategic priorities.
Shares of Qwest ended up 2-7/8 at 50 in Thursday composite trading on the New York Stock Exchange.
Earlier this month, Denver-based Qwest said it expected its revenues and margins to continue to improve due to strong cost controls and demand for its Internet-based applications and services. The company said it expects its revenues to grow 30 percent to 35 percent, with EBITDA growth of 40 percent to 50 percent. It sees capital spending in 2000 of $2.5 billion to $2.7 billion.
Qwest`s planned $36 billion acquisition of U S West would combine U S West`s local, wireless and data operations with Qwest`s long-distance and high-speed fiber optic communications network. The deal is expected to close around mid-year.
U S West`s shares closed up 2-5/8 at 77-3/8 on the NYSE.

german (ddThup)

[german]

Hallo,

ich tue mal wieder was für meinen Privat-Thread:


Lazard Freres & Co. hebt das Kursziel für Qwest
Communications (Q) von 55 auf 65 US-Dollar auf Jahressicht
an. Weiterhin bestätigen sie ihre Einstufung als "Outperformer" für
die Aktie. Besonders die guten Quartalsergebnisse gaben den Ausschlag
für das neue Kursziel gegeben.

Die Aktie konnte in diesem
Monat von 39 auf nun 50 US-Dollar durchstarten.

cu - german (ddThup)

[german]

Investor2000 von heute:


Gewinner der Woche war Qwest Communications. Einmal mehr lag das Interesse der Anleger bei diesem Wert. Die Stärke zeigt sich hierbei besonders in Relation zur Nasdaq. Auch Merrill Lynch startete das Rating für Qwest mit einem Kursziel von 65,- U$. Die weitere Ausrichtung des Konzerns auf den Bereich Internet und Daten liegt ganz im Interesse der Investoren wie auch Linda Metzler, Analyst von Warburg Dillon Read bei einem Analystentreffen bekanntgab.

german

[illo]

hi german,

mach nur weiter so.toll wie du dich
um qwest kümmerst.

kannst du mir vielleicht sagen, ob qwest irgend
wann mal in den Nasdaq kommt ?
im moment sind die doch leider nur im nyse gelistet, oder?

viele grüße....

[german]

Hallo, illo

es ist genau umgekehrt - Qwest wechselte im Dez. 99 von NASDAQ an NYSE.

die Meldung dazu:



December 21, 1999


Qwest Moves to New York Stock Exchange, Broadening Access to Global Financial Markets

Qwest CEO Nacchio To Ring First Bell Opening Trading in the New Millennium

DENVER, December 21, 1999 - Qwest Communications International Inc., the broadband Internet communications company, today announced that it will be moving to the New York Stock Exchange (NYSE) on January 3, 2000. The initiative to move from the NASDAQ to the NYSE signals Qwest’s growing position in the global Internet communications marketplace and establishes the Qwest brand name more firmly with investors around the world.
Qwest Chairman and CEO Joseph P. Nacchio will begin the NYSE’s first session of trading in the new millennium by ringing the opening bell. Qwest will trade under the stock symbol "Q"—the first use of the Q letter in the NYSE`s 207-year history-- and join other leading technology companies.
"As one of the world`s most dynamic high-tech companies, we are excited to enter the Year 2000 as a member of the world`s most preeminent stock exchange," said Nacchio in announcing the change today. "Our move to the NYSE signals a new era of global growth for our company and our shareholders."
Nacchio said Qwest, one of the world`s fastest growing broadband Internet companies, is making the move to the NYSE for several reasons, including:

* Qwest will be directly associated with other leading large-cap, high-growth companies (460 of the Standard & Poor`s 500 are listed on the NYSE)
* Qwest expects less share price volatility for shareholders and greater depth of trading in its shares
* The NYSE will partner with Qwest to enhance visibility through customized programs targeted at key constituencies
* Qwest will also have wider access to and greater visibility with international investors and capital markets
* Qwest will achieve greater investor visibility through participation in NYSE`s media and advertising campaign planned for next year as the NYSE expands an aggressive effort to attract new listings
* Qwest`s listing on the NYSE demonstrates it has met consistent financial performance standards, while bringing its technological prowess to bolstering the exchange`s expanding technology platform for service to investors
* The NYSE provides one-stop, timely and complete access to trading information through a centralized market operation

"We`re thrilled to have Qwest, an information-age leader, join our listed-company family," said NYSE Chairman and CEO Richard A. Grasso. "Having Joe Nacchio ring the first bell of the new millennium is especially appropriate, given Qwest`s leadership position in the broadband Internet communications marketplace and the global impact of the rapidly growing internet economy. For the Exchange, Qwest is the quintessential partner for our marketplace, which offers investors more than $4 trillion of the world`s best technology enterprises, as we enter a new era in serving the investing public."
Since becoming a publicly traded company in June 1997, Qwest has used new technologies, acquisitions, alliances, joint ventures and investments to build one of the world`s leading broadband Internet communications companies. Qwest provides a broad array of Internet-based services with its 24,500-mile North American network connecting nearly 160 cities in the U.S., Canada and Mexico. Cables under the Atlantic Ocean connect the network to Europe, where the company has joined with KPN, the Dutch telecommunications company, in a joint venture to build a 9,100 mile broadband Internet network, connecting 40 cities in western Europe. Qwest is also part owner of the newest digital cables in Europe, TAT 14, which will connect to the KPNQwest network.
In its most recent financial report, Qwest announced for the first time that the company recorded quarterly revenue in excess of one billion dollars. Qwest has met or exceeded consensus analyst earnings estimates for ten consecutive quarters.
About Qwest
Qwest Communications International Inc. is a leader in reliable, scalable and secure broadband Internet-based data, voice and image communications for businesses and consumers.

------------------------------------------------------------------------

### This release may contain forward-looking statements that involve risks and uncertainties. These statements may differ materially from actual future events or results. Readers are referred to the documents filed by Qwest with the SEC, specifically the most recent reports which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements, including potential fluctuations in quarterly results, dependence on new product development, rapid technological and market change, failure to maintain rights of way, financial risk management and future growth subject to risks, Qwest`s ability to achieve Year 2000 compliance, adverse changes in the regulatory or legislative environment, and failure to complete the merger with U S WEST and achieve projected synergies and financial results timely or at all. This release may include analysts` estimates and other information prepared by third parties, for which Qwest assumes no responsibility. Qwest undertakes no obligation to review or confirm analysts` expectations or estimates or to release publicly any revisions to any forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.
The Qwest logo is a registered trademark of Qwest Communications International Inc. in the U.S. and certain other countries



Contact Information:
Media Contact: Investor Relation Contact:  
Qwest Communications  Qwest Communications   
Tyler Gronbach   Lee Wolfe   
[phone]   [phone]    
[e-mail]   [e-mail]   
 

[german]

NACHTRAG

Wechsel ab 3.1.2000 - Intention ist klar, um breitere Anlegerschichten für Qwest zu interessieren. Meiner Meinung nach ein sinnvoller Schritt, auch wenn am Ende die sehr guten "fundamentals" siegen, egal ob an der NASDAQ oder NYSE gelistet.

german

[illo]

danke german für deine infos.

aber irgend wie wollen die leute an der
story von qwest nicht teilhaben...???

[german]

hi, illo

ich weiß, was ich tue. Was kümmern mich die anderen, die nur Aktien kaufen, die in 4 Wochen um 200% steigen (sollen). Bei einer guten Depotmischung sollten Branchen- und Länderdiversifizierung zu den Grundregeln gehören und das Verhältnis von Substanzwerten zu spekulativeren Investments immer ausgewogen sein.

Zuviele haben die ERFAHRUNG von längeren Baissen nicht mitgemacht und sehen die Börse als Einbahnstraße, mit kleineren Unebenheiten zwar, aber immer gen Norden zeigend.

Ich sehe Qwest ähnlich wie General Electric, eine Aktie, die nur langsam(er) steigt, dafür aber mit einem hohen "Drehmoment".

german

[german]

Und weiter gehts - neues Kursziel: 70 US-Dollar

Home - Yahoo! - Help

------------------------------------------------------------------------

Company Press Release

SOURCE: E*OFFERING

E*OFFERING Reiterates Strong Buy Rating on Qwest Communications International, Inc.

SAN FRANCISCO, Feb. 22 /PRNewswire/ -- The following is being issued by E*OFFERING, a member of the National Association of Securities Dealers, CRD Number 036717:
E*OFFERING E-Nabling Solution Providers Analyst Christine Nairne today reiterated her STRONG BUY rating on Qwest Communications International, Inc. (NYSE: Q - news) and set a 12-month price target of $70.
``We believe that the market is at last catching up with our point of view with regard to the strong growth prospects and unique assets of this maverick communications company,`` reports Nairne. ``We feel confident about the company`s current plans and management`s ability to execute.
``Qwest has become more than simply a network builder and service provider; the company has an attractive mix of revenue streams and assets,`` continues Nairne. ``Our revenue estimate for FY00 is $5.1 billion, for Qwest as a stand-alone company.``
E-Nabling Solution Providers, or ``E-Nablers,`` are companies and sectors that enable e-business and e-commerce to occur. These companies, like Exodus Communications, Inc. and Digital Island, Inc., provide the critical underlying infrastructure and services that allow organizations and people to harness the potential of the Internet.
To read Christine`s other reports on any of the E-Nabling Solution Providers, please visit the E*OFFERING website at http://www.eoffering.com .
E*OFFERING (member NASD/SIPC), headquartered in San Francisco, was founded in January of 1999 with the objective of democratizing the capital markets. It successfully enables its issuers to access and use capital more effectively by leveraging the broadest investment community of retail and mid- and top-tier investors available. E*OFFERING has the combined financial expertise, top-notch people, Internet infrastructure, and business model to enable this. Funding for E*OFFERING was provided by E*TRADE Group, Inc. (Nasdaq: EGRP - news; $20-1/2), General Atlantic Partners, SOFTBANK Venture Capital, New Enterprise Associates, Battery Ventures, Crosspoint Venture Partners, Sandy Robertson, founder and former CEO of Robertson Stephens, and Walter Cruttenden, founder and former CEO of Cruttenden Roth.
Additional information is available upon request.
Note: E*OFFERING Corporation may make a market in any or all of the above securities, may have been an underwriter of these companies` securities within the past three years, may hold a position, long or short, or in aggregate over 5% of the outstanding shares, and may have an employee who is on the board of directors of any of these companies. Options may be available on these securities.
Unless otherwise noted, prices are as of Friday, February 18, 2000.
E*OFFERING is a member NASD/SIPC.
SOURCE: E*OFFERING

[illo]

hört sich gut an...

gute infos...

nur weiter so german...

[german]

DANKE, Illo -hoffe der Klausurstreß läßt nach. Werde meinen Privat_Thread hegen und pflegen - wie gehabt.

german

[german]

Q ist zu 30 % beteiligt an KPNQwest!!!
Related QuotesKQIP
Q
80 1/4
46 7/8
+1 7/16
-1 5/8

delayed 20 mins - disclaimer
Wednesday February 23, 7:03 am Eastern Time

Company Press Release

SOURCE: Qwest Communications International Inc.

KPNQwest Completes Construction of German Fiber Optic Ring


- 1,678-mile, 16-city network dug, constructed and fiber `pulled` - Ready for service by mid-2000 - on schedule / on budget - Delivers over 30 terabits of capacity - enables e-commerce revolution - Connects 16 German cities to 30 European and 150 North American cities - Mega-CyberCentre under construction in Munich

DENVER, Feb. 23 /PRNewswire/ -- Qwest Communications International Inc., (NYSE: Q - news), the broadband Internet communications company, today announced that KPNQwest (Nasdaq: KQIP - news), Qwest`s European joint venture with KPN, completed a German fiber optic ring, connecting 16 German cities in a 1,678-mile route. Representing an investment of $219 million, the ring connects to KPNQwest`s high-speed, high-capacity EuroRing network linking 46 European business centers and the Qwest North American network. KPNQwest is the first pan-European data communications company to complete a German ring.
The process of constructing the German ring involves laying duct along secure trenches and pulling cables containing up to 120 fiber optic strands, each capable through optical technology of delivering 400 Gigabits of bandwidth. The ring, when fully ``lit,`` will have a total capacity of over 30 Terabits -- sufficient capacity to convey the full government archives from Bonn to Berlin in less than one second.
In addition, KPNQwest is constructing a 107,640-square foot Mega-CyberCentre(TM) in Munich directly connected to the German Ring. The CyberCentre, with floorspace equivalent to slightly more than two football fields, will provide a secure environment for servers dedicated to application hosting and Web-hosting. The combination of massive bandwidth and professionally managed server space will provide an unbeatable platform for accelerating the e-commerce revolution in Germany and beyond.
The German ring connects to following cities: Berlin, Bonn, Bremen, Dusseldorf, Frankfurt, Hanover, Hamburg, Karlsruhe, Koln, Leipzig, Magdeburg, Mannheim, Munich, Nurnberg and Stuttgart in Germany, and Strasbourg in France. The German Ring is made up of three interconnecting sub-rings, ensuring full redundancy and backup. KPNQwest is also deploying a pan-European Digital Subscriber Line service (DSL), which was announced in December 1999 and which will be available in Dusseldorf starting July 2000.
Announcing the completion of the backbone construction, KPNQwest CEO Jack McMaster said: ``This a major construction milestone for KPNQwest. We are the first pan-European player to lay a complete fiber ring in Germany. This is great news for our customers, who will be in a position to leverage their Internet services to a new level of unimagined performance, with access to over 30 Terabits of capacity. As we roll out DSL in Germany, our customers will have enhanced access to the massive bandwidth generated by the fiber ring. In addition, our Munich CyberCentre is being constructed on top of the ring to benefit from the bandwidth made available form our fiber-optic assets.``
About KPNQwest
KPNQwest (Nasdaq: KQIP; Amsterdam) is a leading facilities-based, pan-European provider of data-centric Internet protocol-based services to business customers. It is deploying a technologically advanced fiber optic network connecting 46 cities throughout Europe, enabling the company to provide a broad range of high-speed, high-quality data-centric Internet protocol-based services and other advanced telecommunications services, including DSL local access connectivity. The company is one of the largest business ISPs in Europe with operations in 14 countries. KPNQwest has 12 CyberCentres(TM) and plans to construct 6 mega-CyberCentres(TM) on its high-capacity fiber-optic network to provide web-hosting, application sharing and telehousing services. Website: www.kpnqwest.com
About Qwest
Qwest Communications International Inc. (NYSE: Q - news) is a leader in reliable, scalable and secure broadband Internet-based data, voice and image communications for businesses and consumers. The Qwest Macro Capacity® Fiber Network, designed with the newest optical networking equipment for speed and efficiency, spans more than 25,500 miles in North America. For more information, please visit the Qwest web site at www.qwest.com.
This release may contain forward-looking statements that involve risks and uncertainties. These statements may differ materially from actual future events or results. Readers are referred to the documents filed by Qwest and KPNQwest with the SEC, specifically the most recent reports which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements, including potential fluctuations in quarterly results, dependence on new product development, rapid technological and market change, failure to maintain rights of way, financial risk management and future growth subject to risks, Qwest`s ability to achieve Year 2000 compliance, adverse changes in the regulatory or legislative environment, and failure to complete the merger with U S WEST and achieve projected synergies and financial results timely or at all. This release may include analysts` estimates and other information prepared by third parties, for which neither Qwest nor KPNQwest assumes any responsibility. Qwest and KPNQwest undertake no obligation to review or confirm analysts` expectations or estimates or to release publicly any revisions to any forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.
The Qwest logo is a registered trademark of Qwest Communications International Inc. in the U.S. and certain other countries.
SOURCE: Qwest Communications International Inc.

[german]

news
Related QuotesIN
KQIP
Q
25 3/8
73 3/8
46 3/16
-5/16
-15/16
-1/2


Monday February 28, 7:01 am Eastern Time

Company Press Release

SOURCE: Qwest Communications International Inc.

Infonet Chooses KPNQwest in $19 Million Intercontinental & European Network Deal

DENVER, Feb. 28 /PRNewswire/ -- Qwest Communications International Inc., (NYSE: Q - news), the broadband Internet communications company, today announced that KPNQwest (Nasdaq: KQIP - news), Qwest`s European joint venture with KPN, has concluded a ten-year contract valued at over $19 million with global communications value-added services provider, Infonet (NYSE: IN; FSE). Under the terms of the contract KPNQwest will supply Infonet with additional network capacity as part of Infonet`s global expansion of its World Network®.
Infonet, which specializes in providing global communications services to multinational enterprises, purchased bandwidth ranging from 34 to 155 Megabits per second. As well as discrete transatlantic links between New York and Frankfurt and between New York and Amsterdam Infonet`s purchase includes high-speed connections between Amsterdam, Frankfurt, Geneva, Gothenburg, London, Madrid, Rotterdam, Stockholm and Zurich. The network capacity has already been installed.
Jose Collazo, Chairman and President on Infonet, said, ``We recently announced the completion of the first phase of our $850 million global network capacity expansion. 42 percent of those multinationals listed on BusinessWeek`s Global 500 already rely on Infonet for their global communications services. With the additional capacity Infonet remains positioned to meet the mission-critical communications demands of our multinational clients.``
Jack McMaster, President and CEO, of KPNQwest, said, ``Infonet is a leader in data communications solutions for global multinational companies and is now one of KPNQwest`s largest customers. This major new contract expanding our relationship with Infonet reflects the growing demand for high quality broadband networks linking Europe`s major business centers with the US.``
About Qwest
Qwest Communications International Inc. (NYSE: Q - news) is a leader in reliable, scalable and secure broadband Internet-based data, voice and image communications for businesses and consumers. The Qwest Macro Capacity® Fiber Network, designed with the newest optical networking equipment for speed and efficiency, spans more than 24,500 miles in North America. In addition, KPNQwest (Nasdaq: KQIP - news), Qwest`s European joint venture with KPN, the Dutch telecommunications company, is building and will operate a high-capacity European fiber optic, Internet-based network that will span 9,150 miles when it is completed in 2001. For more information, please visit the Qwest web site at www.qwest.com.
This release may contain forward-looking statements that involve risks and uncertainties. These statements may differ materially from actual future events or results. Readers are referred to the documents filed by Qwest and KPNQwest with the SEC, specifically the most recent reports which identify important risk factors that could cause actual results to differ from those contained in the forward-looking statements, including potential fluctuations in quarterly results, dependence on new product development, rapid technological and market change, failure to maintain rights of way, financial risk management and future growth subject to risks, Qwest`s ability to achieve Year 2000 compliance, adverse changes in the regulatory or legislative environment, and failure to complete the merger with U S WEST and achieve projected synergies and financial results timely or at all. This release may include analysts` estimates and other information prepared by third parties, for which neither Qwest nor KPNQwest assumes any responsibility. Qwest and KPNQwest undertake no obligation to review or confirm analysts` expectations or estimates or to release publicly any revisions to any forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.
The Qwest logo is a registered trademark of Qwest Communications International Inc. in the U.S. and certain other countries.
SOURCE: Qwest Communications International Inc.

------------------------------------------------------------------------

[german]

eher schlecht:


Monday February 28, 12:16 pm Eastern Time

US high court denies US West`s appeal in Qwest deal

WASHINGTON, Feb 28 (Reuters) - The U.S. Supreme Court on Monday let stand a ruling barring the regional Bell telephone companies from closely aligning with other carriers to market long-distance service they cannot offer directly themselves.
The justices let stand a June 8, 1999 decision by the Court of Appeals for the District of Columbia throwing out marketing arrangements between Qwest Communications International Inc.(NYSE:Q - news) and Bell`s US West (NYSE:USW - news) and Ameritech, since acquired by SBC Communications Inc.(NYSE:SBC - news)
The ruling, upholding a decision by the Federal Communications Commission, was a victory for AT&T Corp. (NYSE:T - news) and other carriers who argued that 1998 Qwest deals were illegal since the Baby Bells themselves are barred from providing long distance.
US West appealed to the Supreme Court to hear the case, but the justices rejected the request without any comment or dissent.
The high court sided with the U.S. Justice Department, which argued that the FCC reasonably determined that the commercial arrangement between US West and Qwest violated the federal communications law.
Under the 1996 Telecommunications Act, the Bell companies may not jump into the $90 billion long distance telephone market until they prove they have opened their own networks to competitors in the $110 billion local telephone market.
Only one Bell has yet passed the test. The FCC in December allowed Bell Atlantic Corp. (NYSE:BEL - news) to begin offering long distance service in New York.
Chicago-based Ameritech and Denver-based US West, both dominant local carriers within their regions, wanted to offer their customers a complete package of telecommunications services relying on long distance service from Qwest, also based in Denver.
In September 1998, the FCC barred the deals after finding that the marketing arrangements with Qwest would lessen the Bells` incentives to open their local networks as the Telecom Act intended.
Ironically, Qwest later bid to acquire US West, and to get regulatory approval for the deal had to stop offering its own long distance service within US West`s 14-state territory.

[illo]

JJJJJJJJJJJJAAAAAAAAAAAAAAAAAjjjjjjjjajjajajjajajajjaajj

Hammer news...............

siehe neun thread.............

[german]

So ist´s recht -Qwest auch auf jetzigem Niveau attraktiv!



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------------------------------------------------------------------------

Mar 03, 2000


Telecom: Qwest Still Attractive Despite Strong Move

Analyst: Alex Yakirevich (3/3/00)
Shares of Qwest Communications (NYSE:Q - news) have run up nearly 40% in less than three sessions, trading mid-Friday morning at $62.56. The reason: A report by USA Today said that Deutsche Telekom (NYSET - news) might be interested in acquiring Qwest and its significant-other-to be US West (NYSE:USW - news) .
Despite the stock’s spectacular rally, we believe existing investors in Qwest should maintain their position in the stock, while those who still remain on sidelines should add Qwest to their portfolios.
And this bullishness is not simply because it is a potential acquisition target. Rather, Qwest’s attractiveness is based on its operating excellence.
For one thing, Qwest, the fast-growing communications provider, has met or exceeded consensus earnings estimates for the last 11 quarters.
In fact, for all of 1999, Qwest lifted revenue by about 75% to $2.2 billion while earnings from operations came in at $323.6 million, compared to a loss of $753.7 million in the prior year. Cash flow (EBITDA) came in at $759.2 million, more than double the $294.5 million that it racked up in the prior year.
Qwest offers broadband Internet-based data, voice and image communications for businesses and consumers. The Qwest Macro Capacity Fiber Network spans more than 25,500 miles in North America. In addition, KPNQwest (NASDAQ:KQIP - news) , Qwest`s European joint venture with KPN, the Dutch telecommunications company, is building and will operate a high-capacity European fiber optic, Internet-based network that will span 11,800 miles when it is completed in 2001.
Now, when Qwest announced its plans to merge with US West, many analysts questioned management’s ability to sustain its current level of growth. After all, the cutting-edge technology company was acquiring a traditional telco, which many believed was one of the most inefficient carriers among the Baby Bells.
However, the perception that Qwest will be unable to absorb the merger is gradually disappearing. Eric Strumingher of Paine Webber, for example, was initially skeptical about near-term prospects for the Qwest/US West combination.
However, he recently upgraded shares of Qwest to “buy” from “neutral.” He writes in his report: “We are now confident that management has been able to parallel process the US West merger and core business growth based on the acceleration in revenue growth that we saw in the second half of 1999 … and the leadership that Qwest has continued to exhibit in new growth areas like remote hosting of software applications.”
Strumingher also indicates that his concerns that Qwest’s executives will have little control over the decision-making process in the newly formed company have eased. He notes: “… CEO Joe Nacchio will be CEO of the new Qwest, and we expect key players at Qwest … to have similar roles in the new company. … Qwest management will hold the operational reins.” (It is worth noting that US West’s chairman and CEO, Solomon D. Trijillo, already made public plans to leave his post once the merger is closed).
This all sounds great. But, why do shares of Qwest represent an attractive investment opportunity at current valuation levels?
Here’s why: At its current higher price, the stock is still trading at 9 times its 2000 revenue estimate of $5.1 billion and 12 times trailing 12-month (TTM) sales of $3.9 billion. We think this is relatively modest for this market environment.
Qwest is also trading at 60 times trailing 12-months cash flow (EBITDA) of $759 million. “Way too expensive,” you say?
Well, the closest competitor, Global Crossing (NASDAQ:GBLX - news) , sports multiples of 42 times this year’s revenue estimate, 28 times trailing 12-months revenue and 65 times this year’s cash flow estimate.
Another contender, Level 3 Communications (NASDAQ:LVLT - news) , which generates negative EBITDA, is valued at 78 times TTM revenue and at 49 times its 2000 revenue projection.
Bottom Line: Qwest is a leader in a very fast-growing business.



------------------------------------------------------------------------

Enter one or more ticker symbols, or you may look up the symbol by company name.

[german]

letzte news

Business HeadlinesAdd to My Yahoo!
Monday March 6 12:56 AM ET

Qwest in Merger Talks With New Suitor

By Jessica Hall
NEW YORK (Reuters) - Qwest Communications International Inc., the No. 4 U.S. long-distance telephone company, said on Sunday it was in talks with a major telecommunications company about a possible takeover of it and its existing merger partner, U S West Inc.
Qwest declined to name the new suitor, but sources familiar with the situation said the talks were with German telephone giant Deutsche Telekom AG. Deutsche Telekom was not immediately available for comment.
Denver-based U S West, the smallest of the U.S. Baby Bell local telephone companies, said it had only recently been told of the discussions. It said the talks were taking place without its approval and it did not know the status or substance of the discussions.
Sources familiar with the situation said U S West was not told about the talks until Friday, several days after media reports indicated Qwest and its major shareholder Philip Anschutz had been in discussions with Deutsche Telekom.
Following the widespread media coverage of the talks, U S West on Friday demanded that Qwest reveal any discussions with an outside party and warned it would hold Qwest responsible for any damages to their existing $36 billion merger pact.
In a letter sent to Qwest`s general counsel Drake Tempest, U S West said on Friday ``we are extremely concerned that these discussions (with Deutsche Telekom) are ongoing with no information being provided to us. Such discussions would appear to be a clear violation of our merger agreement.``
U S West said potential damages would not be limited to the $850 million break-up fee included in their merger agreement.
Denver-based Qwest agreed to buy U S West last year for $36 billion after a lengthy bidding war with rival suitor Global Crossing Ltd.
The merger, which is expected to close around mid-year, would combined Qwest`s high-speed fiber optic communications network with U S West`s local and wireless telephone operations in 14 states from Minnesota to Washington.
Qwest said it had no intention of entering a deal with the new company unless U S West also reached a merger agreement with that company on acceptable terms.
``The merger agreement with U S West is still in place, and Qwest is continuing to take the steps required under the agreement to close the U S West merger,`` Qwest Chairman Joe Nacchio said in a statement.
Qwest said its major shareholder, Anschutz, supported a deal with the new suitor. The chairmen of Qwest and U S West are set to meet this week to discuss their ongoing merger efforts and the discussion with Deutsche Telekom, sources familiar with the situation said.
U S West said it remained committed to the merger with Qwest and the terms and conditions in their merger contract.
U S West has no incentive to alter its existing merger pact with Qwest to accommodate Qwest`s desire to combine with Deutsche Telekom, analysts said. U S West could force Qwest to honor the existing merger contract and the exact financial terms, analysts said.
Tension between the two U.S. merger partners has escalated in recent months. U S West Chairman Sol Trujillo last week said he would leave after the two companies complete their merger due to disagreements with Nacchio over strategy and responsibilities.
Nacchio, meanwhile, has expressed frustration over recent regulatory setbacks in the merger process and U S West`s reputation of poor service quality.
U S West and Qwest last week hit a regulatory delay in Minnesota, one of the 14 states the companies needed to bless the deal. Minnesota regulators voted to pass their merger review to an administrative law judge, whose scrutiny could push back a final ruling until August or September.
In a conference call with analysts on Friday, Nacchio raised the possibility that regulatory conditions imposed on the companies could scuttle the deal.
``There is a point where we will not agree to non-remunerative investments or other conditions and there is a point where ... regulation would present challenges,`` Nacchio said in the conference call.
Analysts said the threat of a costly and protracted legal battle with U S West and potential regulatory hurdles may be enough to scare off Deutsche Telekom.
Deutsche Telekom, which has made no secret of its desire to move into the United States, previously held talks with several companies in the Americas, including Global Crossing Ltd., sources familiar with the situation said.
An acquisition of Global Crossing or another company may be faster and easier than negotiating with Qwest and U S West, analysts said.
Also, Deutsche Telekom may be reluctant to acquire U S West, which faces more intense regulation since it was one of the Baby Bell companies created by the break-up of AT&T Corp. in 1984. U S West also serves sparsely populated western states, which may not be a draw for Deutsche Telekom, analysts said.

[german]

Hallo,

derzeit 9,8 % Plus auf 72,50 Euro - freu, freu.

german

[german]

news:
Stocks to Watch: Qwest Confirms Negotiations With Large Telecom Carrier
By Brian Louis and Tara Murphy
Staff Reporters
3/6/00 8:26 AM ET
Qwest (Q:NYSE - news - boards) confirmed that it was negotiating with a large telecom carrier, The Wall Street Journal reported. Qwest said any agreement would be made in conjunction with its planned merger partner, U.S. West (USW:NYSE - news - boards). Last week, media outlets reported that Qwest was in talks with Deutsche Telekom (DT:NYSE ADR - news - boards).

[illo]

fusionsgespräche/übernahmegespräche sind meistens gut...

ich bleib investiert, auch wenn der kurs momentan etwas von
seinen heutigen gewinnen abgibt......

[german]

news

Monday March 6, 1:37 pm Eastern Time

FOCUS-D.Telekom silent as Qwest admits to bid talks

By Paul Carrel
FRANKFURT, March 6 (Reuters) - Deutsche Telekom AG declined to comment about its acquisition plans on Monday but industry sources tipped U.S. telecoms group Qwest (NYSE:Q - news) -- a bid target that attracted lukewarm investor support.
Speculation of an imminent deal grew as Qwest Communications International Inc, the fourth largest U.S. long-distance carrier, said overnight it was in talks that could lead to a takeover of it and its existing merger partner, U S West Inc (NYSE:USW - news).
Qwest declined to name its suitor, but sources familiar with the situation said the talks were with Deutsche Telekom. They added that the chairmen of Qwest and U S West would meet this week to discuss their merger and the talks with Telekom.
However, German fund managers said they favoured a purchase of U.S. long-distance carrier Global Crossing Ltd (NasdaqNM:GBLX - news), which they said may be faster and easier than dealing with Qwest and U S West, amid signs of a rift between the two groups.
``My personal preference would be Global Crossing,`` said Joseph Scarfone, fund manager at Frankfurt Trust, which holds Telekom shares. ``They have a good strategy and their undersea cables would fit well with Deutsche Telekom.``
Deutsche Telekom declined to comment on the bid talk which has tipped a price of around $80 billion for the two U.S. groups. But market speculation helped drive up Telekom`s shares to a record 104.90 euros before mild profit-taking kicked in.
The stock closed on Monday at 103.50 euros, a rise of 0.6 percent.
INVESTORS WARY OF COMPLEX QWEST/U S WEST DEAL
Investors in Telekom said the German group must break into the key U.S. market to fulfill its ambition to become a global player in the consolidating telecoms sector.
The former German telecoms monopoly has key gaps to fill in its international portfolio, following the breakdown of a relationship with France Telecom and a failed merger attempt with Telecom Italia last year, analysts said.
But investors were wary of the potential difficulties a Qwest/U S West acquisition could bring after U S West said it might sue Qwest if their merger is endangered.
``In the long-term it would be positive. But we don`t like Qwest/U S West because of the legal problems,`` said Harald Sporleder, fund manager at Dresdner Bank Investment Management, which holds Deutsche Telekom stock.
``In the short-term, we would prefer Qwest as a stand alone acquisition, or Global Crossing as an alternative.``
Funds and investors said they were concerned about a rift emerging between the two U.S. companies after U S West on Friday demanded Qwest reveal any discussions with an outside party and warned it would hold Qwest responsible for any damages to their existing $36 billion merger pact.
Sporleder said the maximum he would like Telekom to pay for the combined Qwest/U S West group would be $75 per share for Qwest and $85 per share for U S West. Qwest was trading at around $59 on Monday, valuing the group at around $44 billion. U S West shares stood at about $74.
QWEST SHAREHOLDER BACKS DEAL, U S WEST PROTESTS
Qwest said its major shareholder Philip Anschutz supported a deal with the new suitor.
But U S West, the smallest U.S. regional phone group, said it had only recently been told of the talks, that they were taking place without its approval and that it did not know their substance.
In a letter sent to Qwest, U S West said on Friday it was ``extremely concerned`` that it was not being kept informed of the discussions with Telekom and said such discussions appeared to be ``a clear violation of our merger agreement.``
U S West said potential damages would not be limited to the $850 million break-up fee included in their merger agreement.
Denver-based Qwest agreed to buy U S West last year for $36 billion after a lengthy bidding war with Global Crossing.
The merger, which is expected to close around mid-year, would combine Qwest`s high-speed fibre optic communications network with U S West`s local and wireless telephone operations in 14 states from Minnesota to Washington.
TELEKOM UNDER PRESSURE TO CLINCH U.S. DEAL
Telekom, which earns the bulk of its revenues from its home market, is under pressure to clinch a U.S. deal before it loses the protection of state control in June, when the government plans to sell off part of its controlling stake in the group.
Analysts say the threat of becoming a takeover target itself unless it gains critical mass soon may prompt Telekom to capitalise on a near 50 percent-rise in its share price this year and go for the Qwest/U S West deal.
``It (a Qwest/U S West deal) is a sub-optimal option,`` said BHF Bank analyst Michael Schatzschneider. But he added: ``If there is no better opportunity in the U.S. currently, they have to go for this.``
Telekom Chief Executive Ron Sommer said in an interview with Germany`s Die Welt newspaper on Monday that, ``at the moment, there is barely any company that is out of range for us.``
But intense competition in Germany is cutting into Telekom`s profits and may prompt it into a takeover of Qwest and U S West, even if that is not the perfect deal, analysts said.
``Given the high share price, they see that they have to do something,`` said Schatzschneider. ``It might come down and it would be wise to pay now with shares.``
(Additional reporting by Jessica Hall in New York and Kirstin Ridley in London)

[german]

vom threadpfleger

Wednesday March 8 3:08 PM ET

Qwest Says Still in Merger Talks

By Jessica Hall
NEW YORK (Reuters) - Long-distance telephone company Qwest Communications International Inc. said on Wednesday it was still holding merger talks with a major telecommunications company, despite media reports that said discussions had ended with bidder Deutsche Telekom AG.
``We are still in talks,`` Qwest spokesman Tyler Gronbach said. Deutsche Telekom and U S West Inc. declined to comment.
Qwest (NYSE:Q - news), the U.S. long-distance company set to buy U S West Inc. (NYSE:USW - news), on Sunday said it was holding merger talks with an unnamed suitor. Sources familiar with the situation identified the bidder as German telephone giant Deutsche Telekom (DTEGn.DE)(NYSET - news).
Qwest only acknowledged the talks after U S West demanded on Friday that its merger partner reveal any discussions with an outside party and warned it would hold Qwest responsible for any damages to their existing $36 billion merger pact.
The New York Times reported on Wednesday that negotiations between Qwest and Deutsche Telekom were ``dead in the water,`` citing an executive close to talks.
A U.S. source familiar with the situation dismissed the New York Times report as ``dead wrong,`` saying talks are ongoing.
``I think there`s now over a 50 percent chance that there`s a three-way deal,`` said one arbitrageur who specializes in trading takeover stocks.
Shares of Qwest hit an intraday low of 50 1/4 but recovered somewhat after the company said merger talks were ongoing. At midday, the stock traded at 53 1/16, down three, on the New York Stock Exchange.
Shares of U S West gained 1 7/8 to 70, while Deutsche Telekom`s American Depositary Receipts fell 2 1/2 to 92 1/2, also on the NYSE.
Deutsche Telekom, which has made no secret of its desire to enter the U.S. market, still may find the prospects of a three-way deal too complicated or costly, analysts and traders said.
A source in Europe told Reuters that the prospect of a deal had become ``a bit questionable.``
Deutsche Telekom may be reluctant to merge with both Qwest and U S West as relations between the two U.S. companies have soured. U S West Chairman Sol Trujillo said he would leave after the companies complete their merger, citing differences with his Qwest counterpart over strategy and responsibilities.
Qwest Chairman Joe Nacchio last week lashed out at U S West`s past reputation for poor customer service and raised the possibility that any onerous regulatory conditions or setbacks could scuttle the deal.
``There`s no love lost. He`s (Nacchio) publicly denigrating an asset he`s acquiring. This is no way to approach a merger that requires a tremendous amount of cooperation between the two companies,`` said one arbitrageur who declined to be named.
``Qwest was once really positive about the deal, but now the strategic rationale seems to be only the fact that they have a final contract...They seemed to have signaled that the probability of closing the U S West deal is a lot lower than people thought,`` the arbitrageur said.
Qwest may be regretting its $36 billion merger agreement with U S West because owning the Baby Bell would reduce its chances of attracting a buyer or a high price. Qwest could get more money for its shareholders if it sold itself alone, rather than as a package deal with U S West, analysts said.
``For Deutsche Telekom maybe there is too much risk to go ahead with this (Qwest/U S West merger) at the moment -- and they may wish to wait and see how things develop and talk to others in the meantime,`` said Ralf Hallmann, analyst at Bankgesellschaft Berlin.
Deutsche Telekom could find other takeover targets. It previously held merger talks with Bermuda`s Global Crossing Ltd. (NasdaqNM:GBLX - news), but no discussions have taken place in the past six weeks, sources familiar with the situation said.
Deutsche Telekom has been linked to targets such as BellSouth Corp. (NYSE:BLS - news) of the U.S., Britain`s Cable and Wireless Plc (CW.L), Spain`s Telefonica (TEF.MC) and France`s Bouygues Telecom (BOUY.PA) as well as Global Crossing and Qwest.
Deutsche Telekom, which earns the bulk of its revenues from its home market, is under pressure to clinch a deal before it loses the protection of state control in June, when the government plans to sell off part of its controlling stake.
E-mail this story  |  Printer-friendly format

Earlier Stories

* Qwest Says Still in Talks With New Suitor (March 8)
* Qwest Talks With New Suitor (March 6)

[german]

und weiter gehts


By Gareth Vaughan, CBS MarketWatch
Last Update: 5:02 PM ET Mar 9, 2000 Telecom ReportBONN (CBS.MW) Wall Street Journal reported Thursday that Deutsche Telekom made the offers to the two U.S. companies in talks that have taken place in Denver, where both Qwest, a long-distance phone firm, and US West, a local carrier, are based.
Hans Ehnert, a Deutsche Telekom spokesman based at company headquarters in Bonn, declined to comment on the Journal report.
US West refused to specifically comment on the speculation, but said it would be amendable to a "business combination" that is "better than or consistent with our existing transaction with Qwest." Such a deal could not "jeopardize or delay" the company`s merger with Qwest, however, the company said.
In New York, Qwest (Q: news, msgs) jumped 3 7/16, or 6.4 percent, to 57 1/4. US West (USW: news, msgs) advanced 6 1/8 to 75 3/4, or 8.8 percent, to 75 3/4.
In Frankfurt trading, Deutsche Telekom shed 1.24 euros, or 1.3 percent, to 94.26, while shares of Deutsche Telekom`s American depositary receipts (DT: news, msgs) added 3/8 to 92 5/8.
Meanwhile, shares of Equant NV (ENT: news, msgs) leapt 7 5/8, or 7.1 percent, to 114 3/8 and almost 8 percent in Paris trading as speculation of a bid from Deutsche Telekom for it also swirled around. Equant operates a data network that extends to some 220 countries and territories.
Week-long saga
The separate offers for the two U.S. companies would represent a major development in the saga that has been running for a week and has strained relations between Qwest and US West, which agreed to merge last year in a deal valued at roughly $50 billion. Shareholders of both companies have approved that deal.
The Journal reported the offers are just a starting point for further talks, and that a bid would pose a difficult decision for US West in particular. US West, the smallest of the Bell telephone companies, only recently learned that Qwest`s top officials had been talking with what Qwest called an unnamed major telecom company, widely believed to be Deutsche Telekom.
Qwest confirmed publicly Sunday night that it had held merger talks with an undisclosed suitor, but uncertainty over prospects for a deal caused shares to slump Monday. See full story.
Deutsche Telekom has been aiming for a wider international presence amid falling revenue in its domestic market since the advent of competition there in 1998. The former monopoly went public in November 1996, though the German government still owns two-thirds of the company.
Qwest`s attraction is obvious. The Denver-based company has an Internet-based telecom network that covers the entire U.S. and is ideally suited to move high-speed and data traffic, two of the fastest growing areas in the telecom industry.
Deutsche Telekom does not need US West, a local phone carrier that covers 14 Western states, much of whose territory is rural. Yet the German company may have to buy US West as well to avoid a multibillion lawsuit. US West last week threatened to sue Qwest if it tried to break off their merger. Legal analysts believe US West would have a good case.  

Gareth Vaughan is a reporter for CBS MarketWatch in London. 

[german]

und weiter gehts 2

Related QuotesQ
USW
60
75 3/4
+6 3/16
+6 1/8

delayed 20 mins - disclaimer
Thursday March 9, 5:27 pm Eastern Time

U S West says deal must at least equal Qwest offer

NEW YORK, March 9 (Reuters) - Local telephone company U S West Inc. said on Thursday any new merger deal it agreed to must be better than or consistent with its existing $36 billion merger pact with Qwest Communications International Inc.
German telephone giant Deutsche Telekom AG has been in talks to acquire merger partners Qwest (NYSE:Q - news) and U S West (NYSE:USW - news), sources familiar with the situation said.
U S West said it would consider taking steps to facilitate any additional deal that wouldn`t jeopardize or delay its ability to complete the deal with Qwest, which is expected to close this summer.
Any new deal must ``create value for and be in the best interests of all shareholders of the new Qwest,`` U S West said in a prepared statement.
U S West is in active negotiations with Deutsche Telekom and talks have taken place at the chief executive level, sources familiar with the situation said.
U S West initially did not know about merger talks between its merger partner Qwest and Deutsche Telekom, but the Denver-based Baby Bell has since joined the talks, sources said.

[german]

aus der Traum??

Friday March 10, 1:31 am Eastern Time

FOCUS-Qwest says talks with suitor fall apart

(Recasts, adds background and stock prices)

DENVER, March 9 (Reuters) - Qwest Communications International Inc. (NYSE:Q - news) said late on Thursday ``a major telecommunications company with whom it had been in discussions`` has pulled out of talks because of demands from Qwest`s partner U S West Inc. (NYSE:USW - news)
``In the current circumstances and based upon the positions taken by U S West Inc. in its press release earlier this afternoon, the major telecommunications company has withdrawn from discussions to acquire Qwest and U S West,`` the No. 4 U.S. long-distance company said in a statement.
The news leaves Qwest and U S West in a less-than-loving relationship as their $36 billion merger pact nears closing.
The collapse also leaves the reported suitor, Deutsche Telekom AG , with the wreckage of another failed attempt to become a worldwide telecommunications powerhouse.
Denver-based U S West earlier Thursday said any new merger deal it agreed to must be better than or consistent with its existing merger pact with Qwest.
German telephone giant Deutsche Telekom AG has been in talks to acquire merger partners Qwest and U S West, sources familiar with the situation said.
``We regret that U S West apparently wouldn`t even consider an alternative transaction involving a major telecommunications company and Qwest despite the possibility of greater value for U S West shareholders,`` Joseph Nacchio, chairman and chief executive of Qwest, said in a statement.
Representatives of Denver-based Qwest, U S West and Deutsche Telekom could not be reached for comment late on Thursday.
U S West said earlier on Thursday it remains committed to agreement with Qwest, but would consider an additional deal that didn`t jeopardise or delay its ability to close the Qwest pact. The merger with Qwest is expected to close this summer.
TALKS AT CHIEF EXECUTIVE LEVEL
U S West had been in active negotiations with Deutsche Telekom and talks have taken place at the chief executive level, said sources familiar with the situation.
Reports of a possible merger between Qwest and Deutsche Telekom surfacing on March 1 drove up shares of Denver-based Qwest more than 10 points to 60 that day, before settling back to 59-3/4. Shares of U S West soared to 81- from 72-5/8.
On Thursday, before the news of the talks` collapse was released, Qwest closed at 57-1/8, up 3-9/16, while U S West closed at 75-3/4, up 6-1/8. Both firms trade on the NYSE.
Deutsche Telekom`s American Depositary Receipts added 13/16 to 93-1/16, also on the NYSE.
U S West initially did not know about merger talks between its merger partner Qwest and Deutsche Telekom, but the Denver-based Baby Bell has since joined the talks, sources said.
Several significant obstacles had raised doubt whether U S West would agree to a three-way deal, however, including the price, the potentially long time-frame required to close a deal with a foreign company and an aversion by some of the Baby Bell`s shareholders to owning stock in a German company, sources said.
U S West wants to ensure its shareholders receive the same or greater value from Deutsche Telekom they would receive in the Qwest deal since a new agreement would face a longer regulatory review and create new uncertainties, sources said.
The regulatory review period would be lengthened as any merger agreement with Deutsche Telekom would require the regulatory process to start all over again in the states in which U S West operates. In addition to the states, both European Union and U.S. regulators would take a look at any deal.
GERMAN GIANT LOOKING FOR TARGETS
The German giant has been hunting for acquisition targets since the breakdown of its relationship with France Telecom and its aborted merger attempt with Telecom Italia last year.
Deutsche Telekom, which earns the bulk of its revenues from its home market, is under pressure to secure a deal before it loses the protection of state control in June, when the government plans to sell part of its controlling stake in it.
Deutsche Telekom has been linked to talks with companies such as BellSouth Corp. (NYSE:BLS - news), Britain`s Cable & Wireless , Spain`s Telefonica and France`s Bouygues Telecom .
Global Crossing Ltd (NasdaqNM:GBLX - news), a long-distance carrier building a worldwide undersea and land fiber optics network, had confirmed it held past talks with the German carrier.
Some analysts had speculated Deutsche was interested only in Qwest, which would have given it access to a national U.S. fiber optic network capable of moving great flows of Internet traffic in the world`s biggest telecommunications market.
SEPARATE OFFERS
The Wall Street Journal reported on Thursday that Deutsche Telekom made separate offers for the U.S. companies that could total more than $100 billion.
By the terms of the Qwest-U S West deal U S West shareholders were originally slated to get $69 a share in Qwest stock for each U S West share. But since Qwest`s shares are trading above a so-called ``collar,`` U S West shareholders are entitled to 1.73 shares of Qwest for each U S West share.
Deutsche Telekom, however, only offered U S West shareholders a 30 percent premium to the $69 a share offer or about $90 a share, according to the Wall Street Journal.
Based on its recent closing prices, U S West shareholders were to get about $100 a share if the deal closed today.
``Anything less than 1.73 (exchange ratio) opens U S West to potential litigation from shareholders and would be unacceptable,`` said one source, who declined to be identified.
``They have to keep U S West whole or it`s not going to happen,`` another source said.
On Thursday U S West Chairman Sol Trujillo told the CS First Boston telecommunications conference in New York, he planned to protect his shareholders` interests and proceed with the planned $36 billion merger with Qwest.
``We are very, very clear -- our number one priority at U S West is to close our deal with Qwest....We like the deal, we like the value it`s created for our shareowners and I intend to protect that deal and what we have there,`` Trujillo said.
Qwest only revealed the talks after U S West demanded last Friday that its merger partner reveal any discussions with an outside party and warned it would hold Qwest responsible for any damages to their existing merger pact.
Relations between the two U.S. companies have soured raising the possibilities that any merger ``synergies`` or benefits may be harder to reap, analysts said.
U S West`s Trujillo said he would leave after the companies complete their merger, citing differences with his Qwest counterpart over strategy and responsibilities.

-----------------------------------------------

[german]

Hallo,

derzeit konsolidiert Qwest kräftig - nach Platzen der Fusionsgerüchte-Blase - geht es in Richtung des Kurses vor der Telekom-Spekulation. M.E. kann der Kurs bis 45$ runtergehen - das sind dann Einstiegskurse. Denn auch der gebotene Preis von 90$ für Qwest war kein üppiges Angebot bei den Wachstumsaussichten.

Na ja, an Aktien mit etwas ruhigerem, dafür beständigem Kursverlauf sind nicht mehr so viele interessiert.

german