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Technology Stocks : (LVLT) - Level 3 Communications

LVLT 53.63

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Nov 1 5:00 PM EST

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To: Kevin G. O'Neill who wrote (976)	5/16/1998 12:16:00 PM
From: Curtis E. Bemis	Read Replies (1) of 3873

QWST creates a tighter family- What's LVLT gonna do ?? Mark Lewin posted an interesting tidbit on the QWST thread--- Message 4479395 Apart from all the LD deals that QWST has cut with US-WEST and Ameritech (soon to be part of the SBC empire), there is another trend. QWSTs SONET infrastructure is being built out with NORTELs OC-192 terminal gear (cause QWSTs fiber plant is sufficiently new to be able to use it). Now, NORTEL has taken a 20-25% interest in Avici, a high end router/switch wanna-be. Avici looks like any one of the avici.com 4-5 IPO router/switch wanna-bees here in Silicon Valley (but these wanna-bees don't talk about what they don't have ;-) ). So, the Anschutz's, invest more IPO $$ in Avici. Remember, Philip Anschutz, personally, owns over 83% of the outstanding shares of QWST !! So QWST+NORTEL+Avici wanna-be form the technology infrastructure of QWST. Rumors are abound wrt. NORTEL buying BAY (I don't think that will happen, tho), QWST has the LD deals with RBOCs, QWST has cut many fiber lease arrangements with ISP's and others. Question- What's LVLT gonna do to keep up ?? QWST is really turning up the temperature in all arenas. This technology segment is REALLY interesting as we watch all the dancin'

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