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Technology Stocks : (LVLT) - Level 3 Communications
LVLT 53.630.0%Nov 1 5:00 PM EST
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To: Don S.Boller who wrote (2102)7/14/1999 10:33:00 AM
From: Kevin G. O'Neill  Read Replies (2) of 3873
 
Don:  It may not be bullish, but some of the commentary on the NYT piece is not a lot of other things too, including, "refreshingly clear." I hear a lot of puff about why SSB is brilliant for liking WCOM and for appreciating distinctions within bandwidth "worldviews," but I don't hear a completed thought about LVLT and its business plan of "selling high-end bandwidth-consuming services on a wholesale or enabling basis."

>>4) Players that just focus on the bandwidth layer, such as Level 3, have a tougher long-term value proposition. ...we do not view what Level 3 is doing as building a "state of the art" network simply to sell commodity minutes or commodity packets. Rather, we view Level 3's business plan as, in fact, selling high-end bandwidth-consuming services but simply on a wholesale or enabling basis as opposed to on a commercial basis. ...The fact is that there will be companies that have customers who do not have the capabilities to deliver "state of the art"-managed bandwidth services on a national or global basis which is the application layer that Level 3 is striving for.<<

Huh?

And:

>>...we never have and continue not to worry about the notion of a capacity glut given the level of activity surrounding the development of applications to use the bandwidth being deployed.<<

Therefore lots of business for LVLT???

Something is a bit screwy here.   No?
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