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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: Kevin G. O'Neill who wrote (969)5/15/1998 7:53:00 AM
From: Larry S.  Read Replies (1) of 3873
 
Your point is well taken, too. If it wasn't for the respect that Scott and Crowe have, this stock wouldn't even exist probably. And i concur about your prediction about demand for capacity in the coming years.
One of the most important components in evaluating a company is its perception. The perception started out strong because of the respect for the parent co and the management, as well as the field they are in. But the perception right now is that LVLT is behind QWST and others and late in the game. Until something is done to change that perception: ie, large contracts, i don't see the direction of the price changing, and have learned not to try and guess the lows on a stock.
I am very tempted to buy some here and buy more lower if possible, but will wait. I am invested fairly heavily in NSCP right now, for i feel that that company has changed its business model to one much more likely to suceed, and the perception of it is improving rapidly. I am also watching SOC and CD, both good stocks that have to prove themselves again. Good luck to us all. Hope all LVLT investors make good money on this stock. Larry
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