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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: Just Me who wrote (544)3/27/1998 7:21:00 PM
From: Don S.Boller  Read Replies (3) of 3873
 
Just Me: A HEARTY WELCOME TO THIS THREAD............
Your info is indeed welcome. The point you make about going
from telegraph to telephone is very cogent and akin to what
George Gilder has been "preaching" about the new Paradigm -
The Telecosm...suppose "we" had all tried to analyze Thomas
Edison' s "company" at the time of, "Watson come here!"......
What was his p/e ratio (how did it compare to Western Union -
the giant in comm. at the time - oh! no! you're still not in WU?
How was Edison's book value compared with WU? The point
is self evident: LVLT may (stress may - this ain't - at least yet -
for "widows and orphans") be a budding PRD (EK didn't want
the technology); SYN ( a birth control pill - guffaw); XRX -
Kodak didn''t want that one either; Chrysler, F, and GM all turned
down a chance to buy into after WW2...(funny looking cars)....
Enough,
Glad to have you aboard,
Don
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