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

To: Raymond Duray who wrote (2078)	6/25/1999 8:19:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3873

Ry, The single-most important signal that L3 sent out when they acquired XCOM was that they were not averse to going backwards compatible (moving one step backwards) when required, in order to move two steps forward. Otherwise, the significance of XCOM, itself, in the larger scheme of things, could very well be lost to entropy with all that's taken place in the standards creation and "harmonization" spaces, since then. Also, having XCOM on board also helped L3, to some extent I believe, in the design considerations of their Colo POPs that they've now installed across the country along their ROWs and major fiber capacity drop points. Although, this last point is mainly conjecture on my part. Perhaps someone else here could validate or dispel that notion for me. The reason, at least in my eyes, why the acquisition was important was that it allayed fears in some circles that they were moving entirely into uncharted waters which were purely IP-based, when the rest of of the revenue-producing world was still very much legacy- [read: switch-] based. JMO. Regards, Frank Coluccio