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Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: Broken_Clock who wrote (14290)	5/2/2001 1:25:07 AM
From: The Ox	Respond to of 14427

I'm still in the process of learning about these 2 companies. My initial reaction is that the comment is one made by a rival against their #1 competitor. It appears that LVLT is going to spend 4.5 billion over the next couple of years where WCG intends to spend about 3.2 billion and therefore LVLT is assuming that this will give them substantially better economics at the end of this period. They are both basing their assumptions on selling a lot of 'dark fiber', an assumption that is hard to predict at this time with all the financial troubles facing the industry. WCG p/s is about 2.6, where LVLT's is about 4ish. LVLT is up over 60% since it bottomed out but WCG has only seen a fraction of the rebound due to the WCII bankruptcy. WCG chart looks pretty solid over the past few trading sessions, while LVLT's has been soaring. I think there is probably a better risk/reward ratio on WCG at this stage but the mo-mo seems to be with LVLT.