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

To: ahhaha who wrote (539)	3/27/1998 8:51:00 AM
From: Jerry Miller	Respond to of 3873

"fear is rising rapidly" you could do a better job of disguising this unfounded insanity.

To: ahhaha who wrote (539)	3/27/1998 9:33:00 AM
From: Phil Jacobson	Read Replies (1) \| Respond to of 3873

I think all your saying is it makes sense to use portfolio management. Most of my stock portfolio isn't in tech but in mid-low PE, high growth, good balance sheet companies. LVLT is one of about four potential four baggers I keep but again, I'm not betting the house on it. My IRA isn't even in my hands, I've got a money manager doing what I can't stand doing and balancing what I do with a balanced fund of 50% stock and the rest split between bonds, Ts, and a smattering of gold. He keeps me on keel while I try to aggressively make some big bucks. So I think we're both aware of the risks; I'm just not really consumed by fear of market dips. I honestly think the next big "crash" will be consumed in a buying frenzy just as it was last October. Stop worrying and get outside. It's really warm out. Phil

To: ahhaha who wrote (539)	3/27/1998 12:31:00 PM
From: Just Me	Read Replies (4) \| Respond to of 3873

ahha said: will be 1000, then all of the above is totally irrelevant. If LVLT can put together their SONET IP Fiber net, I'm just as bullish as you are regardless. I'm not long, To which I say, Why a SONET IP fiber net. I bought LVLT/KWIT because I figured if anybody could/would innovate on a "new" way of doing business a company who's name is level 3 after the "layer/level" of the ISO protocol stack where TCP/IP lives will do it. We are on a threshold of a totally new way of using fiber optic cable and switching. When a company starts talking about a change as dramatic as the telegraph to the telephone, and the mainframe to the PC. I think of an all optical network. No SONET, no ATM, no routers in the traditional sense (ie., an electrical switching thingee). Just TCP/IP to a wavelength and never being converted back to electrical until the other end. Two companies, ciena and cambrian, both have products that are the first commercial products to demonstrate the beginnings of this all optical network. Cienna has an add/drop/mux (ADM) product that is all optical and cambrian has a "healing ring" that is all optical. These products are sold as wave division muxes (WDM) but they actually the beginnings of the all optical networks that will actually change telecommunications. The cool thing about these WDM are that they will take any short reach optic interface (FDDI, Hyperchannel, Gigabit Ethernet, Token-ring, etc, etc) rather than requiring SONET long reach optics. To me, this is the difference between Qwest, et al and Level 3. The use of only TCP/IP hence the name Level 3. If level 3 actually does that it will be the first company to do so. Timing so they say is everything, I'm betting it's time. Anyone remember BITnet, the Because It's Time net. For an article about this type technology check out internettelephony.com Obviously, I'm a technology person rather than a money person but hey, I was in the room when the man held up a cisco IGS (which was the first router cisco made that didn't look like it was made in the garage) and said we're going public next summer and we'd like for you to invest in us... the rest they say.... IMHO, YMMV, DD, BWDIK etc etc... baduba