Qwest is definitely the orphan Bell. I really don't see Qwest as an attractive acquisition target for several years.
More Quotes from Donna Jaegers:
Level 3 is trying to consolidate the small players, trying to amass enough local scale so they don't have to build everything (from scratch).Donna Jaegers
(Level 3) still has a few more quarters before building sales momentum, but it's not going to go bankrupt - not right away at least. I think they're OK for a few years.
Donna Jaegers
They're continuing to show stable revenues and to reap the benefits of the cost-cutting they did last year.
Donna Jaegers
The one thing that Qwest has is its local franchise, and over the next two years it's going to become increasingly embattled as (cable company) Comcast starts rolling out more aggressively with their digital voice service. I don't think they get acquired at all.
Donna Jaegers
It shows it's not just running after (just) any customer. The future trend is pretty positive but I don't expect any major moves in the share price.
Donna Jaegers
People involved in the day-to-day, they often miss turning points. They get beaten down after so many years. Or they're burned out. They may have stock options but don't believe they're going to be valuable.
Donna Jaegers
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