SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : (LVLT) - Level 3 Communications -- Ignore unavailable to you. Want to Upgrade?


To: Bill Cooper who wrote (1176)7/28/1998 12:14:00 AM
From: Cliff Daniel  Respond to of 3873
 
Is Qwst really three years ahead of LVLT? In what, putting fibre in the ground? Is Qwst still sporting a circuit switched network?

Cliff



To: Bill Cooper who wrote (1176)7/28/1998 2:36:00 AM
From: Kevin G. O'Neill  Respond to of 3873
 
"On the Qwest conference call the time advantage; and it IS an advantage no matter what kind of spin we choose to put on it, must [have] been mentioned about ten times!"

Though I haven't listened yet myself, it sounds like they're getting a bit anxious now that LVLT is starting to ping on Wall Street radar. My bet is Crowe knows exactly where each company is on the time horizon and is unconcerned about QWST. ÿI know I am. The market will be huge, and Crowe & Co. will get its lion's share.



To: Bill Cooper who wrote (1176)7/28/1998 4:13:00 PM
From: Don S.Boller  Read Replies (1) | Respond to of 3873
 
Bill: RE - WHY BUY LVLT OVER QWST??????????????????
IMHO (make that very H)...you can make a good case for owning
BOTH companies. Both are headed by ex "T" guys who - so
far appear to be very savy AND aggressive. I for one, own other
"George Gilder telecosm plays" as well...e.g., TGNT, QCOM,
UNPH, etc....others might include XLNX, LU, TLAB.....................
BWDIK
Best,
Don