(LVLT) - Level 3 Communications Message Board

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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: J Gunn who wrote (1635)	2/14/1999 10:49:00 PM
From: Raymond Duray	Read Replies (1) of 3873

Hi J, The BEL-MFNX deal is to provide capacity for BEL to offer long distance service between White Plains and NYC. AFAIK, muffin-X is not involved intracity with BEL. <Does this mean that LVLT is going head to head with Bell Atlantic? or is this more directed to MFNX?> L3 was going head to head with all the ILECs long before this little piece of the puzzle fell into place. L3 and muffin have different business plans. L3 will provide dumb bandwidth to ISPs and other business users (VPN will compete directly with T-1s) L3 is a basically a long haul network, with colocation facilities. Muffin is more of a last mile solution provider. There, of course, is some overlap but I believe the best way to look at this is that the FO Rogues are hoping to eat the ILECs lunch. HTH

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