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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (2401)	3/31/1998 9:19:00 AM
From: Phil Jacobson	Respond to of 29382

Got a few stocks to watch: Amigos, would love to get your thoughts. The last two are possibly a bit riskier than you like but the potential rewards are compelling. IDTC - ended its dip yesterday (up 1 5/8) and moving strongly upward again. Higher highs and higher lows consistently for the last 12 months. KIWT - This is Level 3, a telecom spinoff of construction company Peter Kiewit and Sons. This one is very interesting. Entering the same business as QWST (high bandwidth fiber wholesaler/retailer). Today is the last day it will be trading on the OTC bulletin board. It enters the regular Naz tomorrow under the symbol LVLT. Led by Jim Crowe, the CEO who created the first competitive local carrier (C-LEC) and sold to WCOM for huge profit. See the great thread on SI for info under "Level 3". When this one hits the Naz tomorrow there could be a very nice short term pop as it will finally be marginable and investors who don't play the BB will be able to participate. I know some of the people who were recruited to design their network and they are some of the best in the business - the type of people who can write their own ticket and work wherever they want. MFNX - Just started researching, but also entering the same business as QWST and KIWT (LVLT). Check out these two SI links to start. If you believe in this industry and are willing to bet on a new company who have billionaire investors (this one is John Kluge) then it could be a great play. Just had a dip and right now appears to be a good time to buy. Keep in mind one thing - the last two are development companies and the risk/reward ratios reflect that. I'm in on LVLT and looking at MFNX. Message 3897531 Message 3785736 I'll try to post add'l info on the latter two later today. Phil