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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: IngotWeTrust who wrote (3191)6/4/2002 6:07:56 PM
From: Leroyt  Read Replies (1) of 3873
 
gold,

However the count is specifically made, LVLT has been gaining share for months (for the last year). Steady increases MONTH AFTER MONTH.

And, LVLT's network was only completed last summer 2001. LVLT will still have $875 million in cash and $650 credit line at the end of 2002.

Cash burn will be low (less than $100 million /qtr) by end of the year.

LOTS of new managed modem business.
LOTS of new busienss from KPN failure in Europe.

I'd venture that FCFBE will be reached in early 2003 ... or sooner with a SIZABLE acquisition or two or three.

LVLT is cherry picking the assets of bankrupt companies ... opportunities abound.

Also, MANAGEMENT is the best of the breed.

later, leroyt
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