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Technology Stocks : LMCI Communications -- Ignore unavailable to you. Want to Upgrade?

To: Eric W. Richesin who wrote (110)	7/21/1999 8:44:00 PM
From: Lazarus	Read Replies (2) \| Respond to of 146

Most of the longs feel that the shake down yesterday was just that... a shake...and that the stock is headed much higher. The AAA contract was over 2 million ... that combined with the other DSL sales should make for a HUGE increase in quarterly sales growth in the next report I am not up to speed on TNKC - though I ought to be.. I can tell you that if anybody were to ask Bill -- he would say that he is open to aquiring a suitable company. The way I see it -- a suitable company would be an ISP that is operating at a PROFIT ... non of these bleeders pissing off money right and left. I happen to know of one such company - it is privately held. A web design company with 2-3 million in annual sales would also make a good blend here. Again, I know of one that I spoke to awhile back. I told them I wanted to buy out their business or take them public....one never knows... Lazarus disclaimer and compensation at smallpotatoesnet.com

To: Eric W. Richesin who wrote (110)	7/22/1999 8:56:00 AM
From: Lazarus	Respond to of 146

Here is a bit of info from Raging Bull. This guy spoke with the president of the company last nite. By: Philosopher Reply To: 6690 by Philosopher Thursday, 22 Jul 1999 at 12:45 AM EDT Post # of 6759 Ok let me just say first of all that Bryan Turbow (damn I forgot to ask him if its president, CEO, CTO or what) really appreciates the effort on this board to understand what LMKI is and can do because the technology and industry and business is so new and cutting-edge that they are having a hard time wrestling with different ways to market it. As they watch us try and figure it out this helps them learn better how to present it to the public. When they call on customers they are generally not talking to an IT/Telecom manager first, but rather they speak with the financial controller or CFO and try to explain everything they can do to enhance the customer's technology and save them money at the same time. If the CFO/controller is receptive they go talk to the IT/Telecom department. The number one competitor right now and best comparison in the market is Concentric Network Corp (CNCX). LMKI did not hire 150 sales reps in the last few days but they are actively recruiting and hiring on a weekly basis (10-20 hires a week) and they are developing their sales force in a manner such that a front-line/pre-sales force calls first on most small to mid companies and a key sales team calls on major accounts. The front-line team turns over anything major to the key account team and there is a team of sales engineers (experienced techs and networking savvy marketers) to support the whole process. Turbow is the ultimate Sales Engineer in this sense and he actively supports projects. We are very fortunate to have this guy involved folks. The key account sales team is headed up by the former #1 and #2 sales reps from Winstar they go after anyone who is about to put in frame relay or has put in frame relay and is interested in cost savings. Anybody who needs a Wide Area Network (WAN) is a good target for Virtual Private Networking (hereafter known as Real Private Networking or RPN) and of course there are plenty of small businesses who want Internet Access on Covad DSL - various flavors of ZipDSL (1.1 M bit/sec = SDSL - a la Playboy). They landed the California AAA contract because they were referred by Covad as the only company in the area that could perform the job. The Playboy deal was done at a deep discount with the provision that this "loss leader" would allow them to have basically first shot at future gigs such as video events etc. On the technical side: They don't touch the last mile except for the installation of edge devices (Cisco routers etc)to run traffic off the client site and if they have a job that requires equipment in a city they are not in, they have an arrangement with Covad that Covad will backhaul the infrastructure in that area to get the job done. They have agreements such as this in 37 major metropolitan areas. Bryan's original company, Mobilnetics, started as a systems integrator and didn't move into communications until they got tired of dealing with UUNet and decided they could do a better job on their own. They've had Xerox as a major customer for 10 years and currently work with Xerox, Hitachi and Compaq at a Xerox Integration Center where printers are assembled and an enormous amount of detailed information must be compiled, organized and pulled together to sustain the production of these complex printer products. He confirmed other ISPs are customers including anyone who needs to take advantage of a highly integrated network using the best components and create a virtual backbone. That is it, hope I didn't violate any rules by posting this but it is honest research and he did not tell me I could not repeat any of this. Good night, sleep tight! Lazarus compensation and disclaimer: smallpotatoesnet.com