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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Freedom Fighter who wrote (85451)	11/14/2000 9:22:42 PM
From: bosquedog	Read Replies (1) \| Respond to of 132070

Did Gilder drop this stock? <LVLT>

To: Freedom Fighter who wrote (85451)	11/14/2000 10:16:11 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Wayne, you will be o.k. if the technology holds for the network. But I made a similar bet on Pagenet a few years back and that never did work out. Gems, which was part of the same bet, eventually did great (it has since given it all back, but, I'm out now, so what? <G>) and helped salve my wounds from Page, but it was a bitter pill. I hope you do better than I did.

To: Freedom Fighter who wrote (85451)	11/15/2000 12:23:17 AM
From: Spekulatius	Read Replies (2) \| Respond to of 132070

Wayne - I do not believe that LVLT networks expansion is fully funded. They have got about 6B$ in cash and this will last for 4 quarters only given the current capex and burn rate. With respect to their network buildup - they seem to be behind their competitors GX and Q. Fromall the bandwith players, I would prefer to invest in GX at this point and given the current stock prices. I prefer, GX because it is the only bandwith player that really is fully funded. GX capex rate actually will peak this year and is expected to wind down next year. OK, I don't like their greedy management but they are astute dealmakers. GX telecom revenues are currently more than 10X higher than LVLT (if the LVLT dark fiber sales are subtracted) and I think this lead is important. On the other hand, LVLT decision to design the pure IP network without SONET overlay may give them a cost advantage but I am not sure how significant this will be.