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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: Francis Gaskins who wrote (731)4/4/1998 1:19:00 PM
From: Kevin G. O'Neill  Read Replies (1) of 3873
 
Francis, what % of total IP traffic do you think IP-telephony represents, or is going to represent over the next 3-5 years? Do you think some taxes on this % will impair the biz plans of these companies; QWST & LVLT? I can see the taxes more greatly affecting the likes of VOCLF or ETEL.

Many thanks for the Red Herring article (seems guardedly bullish don't you think?). Is your Gaskins-site review up yet?

Regards, kgo
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