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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: Allen Brown who wrote (1231)8/12/1998 9:37:00 AM
From: SDR-SI  Read Replies (2) of 3873
 
Allen:

I agree with Frank. The various LEC's and RBOC's have to give themselves a "technological enema" and prepare themselves for a new way of thinking about and providing the products and services they have provided for many years.

Even in the most modern-thinking companies, making such a change in approach is very difficult. It is certainly worse in companies that have been regulated and managed on a "don't take risks, don't move quickly" basis for many, many years.

They eventually will do it or THEY will be swallowed up.

IMHO that there is a relatively short window of opportunity for the LVLT's and WCOM's to take advantage of their inertia. I also think that the talent in such companies as LVLT and WCOM puts them at a great advantage in being one of the ultimate survivors.

Steve
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