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Technology Stocks : METROMEDIA FIBER NETWORK (MFNX)
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To: Scotsman who wrote (191)2/10/1999 8:59:00 PM
From: Frank A. Coluccio  Read Replies (2) of 1983
 
Scotsman,

I tend to agree with you that QWST will bring in the bacon first, due to their early deployment of fire power. MFNX is almost a pure layer one play, at least at this time they are, and I suspect that their earnings growth will be more gradual, yet steady.

LVLT tends to be underestimated by many, at least that has been my experience at an industry level, probably because they are taking a more deliberate and developmental approach. But they are coming out of that mode gradually in some ways (while simultaneously continuing on the path to their Layer 3 destiny in another dimension, or slice of the company, if you will), and theirs will be a later yield, but quite possibly an equal or greater one. JMO.

Regards, Frank Coluccio
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