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

To: Frank A. Coluccio who wrote (2148)	7/29/1999 2:36:00 PM
From: Rich	Read Replies (1) \| Respond to of 3873

Are you saying Cisco can only handle OC3 level? I don't think that is what you are saying because this is off....as you probably are aware. It seems most of the equipment vendors are prepared to handle "today" max of OC48 but the wave of start-ups, projects, and vaporware companies who are tackling lightspeed access 0c192+ has, in my little mind, kicked the big boys in the butt to get moving on the future needs of higher equipment capacity able to handle the oc192+ of the world. This is coming faster than we think. I think the reason that LU and NT are getting these agreements in the carrier space sooner and more often than cisco is that this is their turf, for now, and they have long standing relationships and a solid customer base. It would be like Lucent/NT (without Bay) easily taking Cisco out of the data environment and stealing router business. thoughts?

To: Frank A. Coluccio who wrote (2148)	7/30/1999 9:35:00 AM
From: GHowe	Respond to of 3873

Frank, What I am referring to are those providers who cannot provision fat pipes fast enough to meet the growth in traffic in their data centers. Ellen Hancock in the Q199 conference call referred to the fact that EXDS couldn't get OC-48 line cards fast enough from CSCO, an item that is it seems terminally in short supply. I cannot get EXDS to tell me if they have rectified this situation, but I am keeping up with the sales guys at CSCO, et.al. Right now it seems that only those providers in the class of EXDS are running into problems, as best as I can determine today. And I want to stress that we have yet to see this cause major outages/slowdowns. However, I believe that over time we could see some "VIctoria's Secret, AT&T Frame" type of outages/slowdowns as bandwidth demand surges. High-speed access in the local loop only makes this more probable. That is why I am a firm believer of locking up high level supply agreements now, before it's too late. Again, nice job, Level 3! Thanks, Frank for your clarification. You are a tremendous asset to this and the other boards where I have seen you. Kudos! Regards, Bill