(LVLT) - Level 3 Communications Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : (LVLT) - Level 3 Communications

LVLT 53.63

0.0%

Nov 1 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Ox who wrote (3562)	10/5/2007 2:33:20 PM
From: tech101	Read Replies (2) of 3873

[The report is inaccurate. But if I owned AKAM, I'd be worried. ] seekingalpha.com:80/article/48949-level-3-misquoted-by-light-reading-on-pricing-discounts?source=d_email Level 3 Misquoted by Light Reading on Pricing Discounts posted on: October 04, 2007 \| about stocks: LVLT / AKAM / LLNW I am amazed at how quickly some investors and analysts jump to conclusions based on any report on any website without checking facts. I like LightReading.com, but they quoted Level 3 wrong. Lisa Guillaume, VP of CDN Product Development for Level 3, did not say "the company will be offering CDN services at 20 to 30 percent less than its competition". She said to me that CDN services had typically been offered at a 20-30% premium over high speed Internet access. Nothing to do with the competition's pricing. DataCenterKnowledge.com got is right by quoting Level 3 as saying that "CDN services have historically been offered at a 20 to 30 percent premium to transit." No where is any competitor even mentioned. Saying you are going to cut your pricing by 20-30% is one thing, but Light Reading is implying that Level 3 is cutting it's pricing 20-30% lower than the competition. That is wrong. Now Barrons.com and other are quoting LightReading.com in their reports as the reason Limelight and Akamai stock is down in the market today. Is that the reason? Maybe, I don't know. But if it is, then it's based on an inaccurate quote. Yes, I expect Level 3 to come to the market with a lower price when they announce their CDN for streaming later in the year, as I stated back in August. But to date, Level 3 has not announced any pricing discount numbers or percentages.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next