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

To: IngotWeTrust who wrote (2359)	3/31/2000 11:14:00 PM
From: Zoro	Respond to of 3873

Ignore button has been activated. Goodbye.

To: IngotWeTrust who wrote (2359)	3/31/2000 11:16:00 PM
From: IngotWeTrust	Respond to of 3873

Zoro...I'm sho' gonna miss talking to ya.<snicker>

To: IngotWeTrust who wrote (2359)	4/1/2000 11:47:00 AM
From: halftime	Read Replies (3) \| Respond to of 3873

Ok 49er here is my take. 1. Yes the gov't does have some regulatory issues to resolve for mergers and aquisitions. I do not contend, however that these issues raise the costs of doing business. In any merger the aquirerer may be told to divest of certain assets to relieve fears of monopolies. In some instances these these companies divest of older legacy networks at a profit. The new $$ is put into better technology producing cost savings. 2. Ole Bill does have his hands full with the DOJ, but I believe he will get the settlement that HE wants for his company. If not he'll just keep going up the ladder until the US Supreme Court decides in several years. Same thing happened to IBM several years back. Gov't finally gave up on the case because technology had advanced so far that there point was moot. I also think a republican administration would not be as zelous in their pursuit of MSFT as the present one (opinion only). They may even drop the case entirely although not likely. 3. Sure they will have some problems with conduit breaks and such, but the cost will be minimal when compared to the total cost of the network. Really don't think this is an issue. Environmentalist fall into this same catagory. Ya, they can raise a stink but LVLT can make the DOI whole again with a little cleanup, etc. Happens all the time in construction business. As for Crowe selling 4000 shares per day for 1 year. This was disseminated to the share holders last summer via a letter and press conference. It was done to pay down a debt and diversification. I'm sure you can appreciate that. In all it amounts to about 11% of his holdings. The main point here is this was all above board. He gave notice and reasons why. Not many CEO's do this. I consider this a plus and a sign of his integrity. Finally, I have been involved with this management team for many years and have never lost one thin dime. To the contrary they have made many people very wealthy. Walter Scott's old saying is "watch the pennies and the dollars will take care of themselves. LVLT had a secondary offering about a month ago at 108.00/sh last yr they had one at 54.00/sh. Every time the go to the market they are rewarded with great demand for their shares or debt. Must be doing something right. You may want to dig deeper with some more DD. Shareholders of this company will be handsomely rewarded in the future (imo). As always, good luck in your investing. P.S. I think if a split is not announced before the annual meeting in May that it will be announced at the meeting. I really love this management team.