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

To: Kevin G. O'Neill who wrote (732)	4/6/1998 1:46:00 PM
From: Francis Gaskins	Read Replies (1) \| Respond to of 3873

Dear Kevin - some researchers say IP phone traffic will increase to 25% of calls in the next several years. But that probably includes calls put over IP networks of Bell monopolists, as well. Level 3 and Qwest are betting on growth in the broadband market (voice, data, video, fax) -- broadband services may end up being priced as (relative) premium services. The FCC/Baby Bell call for increased access fees (for IP voice) will affect companies more focused on IP voice, rather than overall broadband services. So it will have a greater affect on growth opportunities for the IDTs of the world and VocalTec, although VocalTec is expecting quite a bit of growth in the international markets. Best, Francis