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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: SecularBull who wrote (786)4/7/1998 4:42:00 PM
From: Ajay  Read Replies (1) of 3873
 
I think they're right on about dell (sorry if you're long). They've sustained their margins/profits because of their efficient operations mgmt. Everyone else will catch up in that regard and their competitive advantage will lessen. I guess this could be debated elsewhere.:-)

Coming out of Kiewit, you know these guys understand value and how to add it to shareholder wealth. We know that they won't be over-paying for acquisitions and that any stock deals will be for benefit for shareholders. This will be BIG.
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