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

To: Ken98 who wrote (1247)	8/17/1998 8:58:00 AM
From: Frank A. Coluccio	Respond to of 3873

Hi Ken, I found your comment enlightening: >>despite what I sensed was an initial reluctance to their plan.<< Granted, I've been critical of them on certain matters, mostly when they appeared to be pandering to the IP elite, but I have been in tune, and supportive, of their strategic directions, otherwise. What I objected to in the old days was their almost incessant use of the "exclusively IP" mantra. I think that their recent leadership role and participation in the TAC forum has sufficiently vindicated me on that matter, however, since the IPCD suite of protocols demonstrates full recognition by them at this time that backwards compatibility and the need to integrate at the legacy network element level with the PSTN is crucial, even if it's only for an interim or transition period, however long that might be. And before I get messages pointing to the XCOM matter, I acknowledge that that was a step in the right direction, despite their "bridging" spin which always appeared to me to be an unnecessary attempt at damage control. What they did was perfectly logical, and didn't need any defensive explanations. >> Are there any potential synergies with broadband wireless? McCaw seems to think so in light of his LMDS investment and arrangement with L3.<< Absolutely. Agreed. >>Lastly, what is Royce Holland's (of Allegiance Tele. from your article) background? I seem to recall some connection with MFS or MFNX?<< Your recollection about Royce Holland is correct. Yost I don't know. Royce was the president of MFS Communications (not MFNX which is now Metromedia Fiber Networks since their acquisition of NFN a short while back), prior to MFS's splintering into about 14 operating units, and prior to its being acquired by WCOM. He was at the day-to-day helm when Tony Pompoliano was pounding Congress to open up the local markets to competition in the early going (c. 1990/91). Concerning my support for what LVLT is doing, I have stated in the VoIP thread many times, going back over the last year, that if VoIP is going to make it in the mainstream world pervasively, it is going to have to penetrate the local markets in a painless and transparent manner,first. LVLT is the only carrier of sizable proportion at this time who seems to be working in that direction (save, perhaps, the T/TCOMA stated direction to implement VoIP over cable modem, but I'll have wait and see that for myself over time). For this reason, in part, I am behind their efforts with a great deal of enthusiasm. As long as they keep the hype down, and the substance up, like they've been demonstrating recently. Best Regards, Frank Coluccio