Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : (LVLT) - Level 3 Communications -- Ignore unavailable to you. Want to Upgrade?

To: Von And who wrote (2019)	6/8/1999 8:22:00 AM
From: Frank A. Coluccio	Respond to of 3873

Von, Thanks. Crowe is good for such statements. I think I'll add this one to my Library of Congress Downloads, the streaming videos of Star Wars, how many Encyclopedia Britanicas a pipe can send in a second, etc. At least he takes the measure to convey a sense of magnitude from a different angle... but I'm almost certain that he was thinking of another, more ingenious way to say Britanica. Crowe's example of 12 cables (approx. 1000 fibers) at 16 wavelengths carrying only 5 times what the eye needs to simulate a face to face conversation tells me the demand will be there.

To: Von And who wrote (2019)	6/8/1999 9:02:00 PM
From: Scotsman	Read Replies (1) \| Respond to of 3873

LVLT should fall behind Qwest for a while as Qwest will be making money while LVLT will be losing it significantly. This will lead to uncertainty about its future, although these uncertainties I think represent buying opps for LVLT. Regardless, in 3 -5 years both will be doing extremely well, or would be doing well except I think they will be bought lickity-split as soon as the telecom laws are changed later this year. Never the less, both are quality plays in bandwidth, and the big money in the next decade will be in data transfer, so wallets should be fat barring outside influences.