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

To: Robert Dwyer who wrote (512)3/24/1998 12:18:00 PM
From: dr. killjoy  Read Replies (1) | Respond to of 3873
 
If you are trying to say that current asset value is book value plus some value of coal and pks info based on a multiple of cf or eps you might be able to get to 35 or 40 with extreme multiples. Reality is that book is about 20.

also announcement of deal with FRO is oc-12 which is far from state of art. It is still IP based, I am just pointing out that qwst for example is oc-192. It still is a plenty big pipe. Also interesting that the market cap of FRO is $5.4 billion.
www.frontiercorp.com



To: Robert Dwyer who wrote (512)3/24/1998 3:05:00 PM
From: MangoBoy  Read Replies (1) | Respond to of 3873
 
<< I came up with a current asset value of some $35-$40 per/share based upon how you would value the computer biz and coal properties. >>

since the business plan calls for up to $10B in capital expenditures to build out the L3 network, and without the buildout L3 is nothing, wouldn't the true book value need to reflect that necessary, inevitable debt?


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