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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (1077)	2/6/2000 2:29:00 PM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 1782

Frank, ACEC management stated that Level3 was standardizing on Nvision product in their October conf call. You would probably have to either call the company or get a transcript of the c.c. to confirm . However, I promise you this is what my ears heard . (I rewound this portion of the call twice!). Here was my recollection as posted to the ACEC thread back in October.... Message 11730743 I just think there is a lot of value in this company considering that they are profitable NOW , gross margins of >55%, and trading at a market cap to trailing 4Q sales of 2-3 ish. An excellent value. Leeza Rodriguez