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

To: Phil Jacobson who wrote (711)	4/2/1998 11:44:00 PM
From: Ken98	Respond to of 3873

Phil, I think RCNC is beta-testing the L3 local network strategy. They are offering bundled local and long distance telco, internet access and video. Some by fiber and some wireless. I have never heard much about their wireless operation. No other company is offering BOTH "long distance" and "local" facilities based services, but lots of companies are doing one or the other. Also, RCNC has joint ventured with the power companies like PECO to gain access to their right-of-ways. That is how they gained access in NYC and Mass. The power companies get a new revenue source without any capital outlay, all they have to put into the venture is the ROW. I would expect more power company joint venture announcements in the coming weeks. There was an article in the WSJ last week about how the Mass. Attorney General was contesting that joint venture arrangement because of it was somehow unfair to the ratepayers. Yeh, let's give them better, cheaper service and watch the government complain... Ken.

To: Phil Jacobson who wrote (711)	4/2/1998 11:56:00 PM
From: Just Me	Read Replies (1) \| Respond to of 3873

Suppose I should post one more before my trail period runs out :) ITC^Deltacom traded power companies installed fiber for ROW. The parent company itchold.com also owns 20% of a PCS company called POWERTEL :) Wonder who holds the other 80%? It also has 29% of a company called knology knology.com that offers bunded cable, telephone (long dist and local), internet and soon digital "near video on demand". This arangement has been underway for years. I'd imagine that all power companies have similar agreements already in place. No "new" announcements, just reminders to jog your memory. ITC^Deltacom has a fiber optic network built on power company high transmission lines, the really big ones. They pull the fiber into the wire that runs along the tops of the towers. Put in with helicopters no less. To quote from deltacom.com "IFN's fiber optic network is constructed primarily along electric utility company right of way and the fiber is contained within the static wire attached at the top of the high power transmission lines that traverse the countryside. This design provides for increased reliability as the right of way provides limited access and the placement of the fiber approximately 60-80 feet above ground minimizes the chances of unintentional disruptions. The fiber optic network is a combination of owned and operated facilities as well as those that we market, manage and monitor for the electric utilities. Current fiber route miles across the Southeast are in excess of 5,000 miles with another 1,200 miles scheduled for completion in 1997-98." Check out their fiber map, deltacom.com cheers! I'm long btw...

To: Phil Jacobson who wrote (711)	4/3/1998 10:35:00 AM
From: Francis Gaskins	Respond to of 3873

Our TeleCom Overview should be posted by tomorrow morning. As of two days ago our questions were... ---------------------------------------------- Is Level 3 worth 1/3 the value of Sprint, or 1/10 the value at AT&T? Around Thanksgiving Level 3 was selling at $20, cash value. Four months later it's around $75. Yes, younger companies have high sales multiples because they are blazing new ground. Bigger companies, however, are very much aware of the looming opportunities. ---------------------------------------------- Now the situation is complicated by the possibility of FCC imposed "taxes" on IP telephony.