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

To: Francis Gaskins who wrote (731)	4/4/1998 1:19:00 PM
From: Kevin G. O'Neill	Read Replies (1) \| Respond to of 3873

Francis, what % of total IP traffic do you think IP-telephony represents, or is going to represent over the next 3-5 years? Do you think some taxes on this % will impair the biz plans of these companies; QWST & LVLT? I can see the taxes more greatly affecting the likes of VOCLF or ETEL. Many thanks for the Red Herring article (seems guardedly bullish don't you think?). Is your Gaskins-site review up yet? Regards, kgo

To: Francis Gaskins who wrote (731)	4/4/1998 3:10:00 PM
From: Guardian	Respond to of 3873

that means other efficiencies will determine competitive pricing. it's an advantage LVLT and to a lesser extent, QWST, has over T and other traditional switched network backbones. The tides will turn if the latter two can ramp up on schedule. no risk, no gain. IMHO take the risk, but not for all the apples.