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

To: ahhaha who wrote (486)	3/23/1998 2:16:00 PM
From: Phil Jacobson	Read Replies (3) \| Respond to of 3873

It's about time we got our first SI cynic on the thread. Now we're for real! Yup, we're betting that management will do what it says based on track record and $3 billion in cash. If you've got anything to add besides the obvious risks inherent in this investment strategy please tell us so we don't lose too much money. Do you have telecom experience? Many here do. Do you know top notch people who have been recruited from other telecom companies to work for Level 3 who will have a large part of their compensation in stock options? I do. Aside from management conspiring against shareholders have you anything specific to add or are you just going to whine how the stock is overvalued, there's nothing to base it on, etc. Hope you short it as soon as possible...you can add it to the QWST and WCOM shorts you've probably got (assuming you know who they are). So what brought you this way? Phil

To: ahhaha who wrote (486)	3/23/1998 5:05:00 PM
From: Kent Wilke	Read Replies (1) \| Respond to of 3873

Besides the hot tip these are facts that I based my decision to invest in this stock on: 1. they have the technology and know how to use it. 2. they have the management expertise(Jim Crowe is no slouch in the communications field). 3. they have access to capital. 4. they have access to rights of way. 5. one of the most successful construction companys in the world. 6. better technology that IXC, Williams, and Qwest. who else is there? 7. the capability to build the communications network of the 21st century! 8. IP costs 1/100th of today's telephone companys. 9. at least 10 Billion in investment capital behind them 10. top management with huge stakes in the new spin-off If I lose my shirt with all of this going for me, then I deserve it! KW