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

To: jerry3 who wrote (127)	2/26/1998 5:19:00 PM
From: Jerry Miller	Read Replies (1) \| Respond to of 3873

there are also some facts that remain... not the least of which is, that he's the leader on the thread. so any meaningful debate will probably begin and end with him. ...but getting him to respect you enough to debate, is something i can't help you with.

To: jerry3 who wrote (127)	2/27/1998 12:05:00 AM
From: MangoBoy	Respond to of 3873

j, not going to get into your numbers; i'm not sure i can fully decipher what you've written but i'm pretty sure i disagree with with the parts i understand. i think the stock is ahead of itself, even with the $4.3B in cash and other assets in hand. until i can read the prospectus, get a solid answer on where and how the network will be constructed, rights-of way status, cost of buildout, number of fibers, WDM vendor(s), projected timeframes, etc. this is pretty vaporous. Part of what makes QWST great is that the cost of their buildout is so low, not only thanks to the dark fiber sales but also because it exploits their extensive and exclusive use of railroad rights-of-way and the economies of railcar-based trenching and conduit installation. i have nothing against L3. i just don't see how even if they acquired RCNC they suddenly become a peer of Qwest. maybe over time, but not in 1998 and probably not in 1999 or 2000. mark