(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: MangoBoy who wrote (1750)	3/18/1999 8:06:00 PM
From: Phil Jacobson	Read Replies (1) of 3873

Interesting, there's a better discussion of GBLX/FRO here at LVLT than at GBLX. I thought it was brilliant to go after terrestrial networks after locking in the deals and infrastructure to do the hardest part, ie, undersea. As a wholesale player on both terrestrial and undersea networks they could make a heck of a pitch to almost every regional carrier, ISP, IXC, and CLEC on the planet. They can still do that but the additional chore of managing a retail strategy which competes aggressively at the retail level with their best customers makes almost no sense to me. I guess once an AT&T guy, always an AT&T guy... Phil

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