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Technology Stocks : METROMEDIA FIBER NETWORK (MFNX) -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (194)	2/10/1999 10:29:00 PM
From: Scotsman	Read Replies (2) \| Respond to of 1983

I appreciate your candor. My plan is to watch LVLT closely and slowly roll into it as it becomes less speculation and more a real profit maker. I understand their technology is superior to Qwest. However, I doubt that Qwest is going to just sit still and get their legs cut out from under them. Now the question I have is this. Am I correct in the analysis that Qwest is primarily working intercity, not infracity? And is MFNX primarily infracity, not intercity? And for the BIG question (cnn Evans and Knovac) is LVLT now moving more against MFNX with their NYC contract and less against Qwst, or are they just moving to capture the entire enchilada? What do you and others think?

To: Frank A. Coluccio who wrote (194)	2/12/1999 1:39:00 AM
From: SteveG	Read Replies (2) \| Respond to of 1983

Hi Frank- Two comments to add to your analysis. 1) Crowe and LVLT are pushing the envelope. There are many who think an all IP approach is a very high risk homerun swing. I tend to agree. 2) And don't forget to consider Williams in any analysis. The new WilTel should IPO in next couple of months. These guys really know their stuff - as you know, they have the original team onboard with the under the belt experience of building the first fiber network (now part of WCOM) and they are doing things very different this time round. For instance, they are engineering their network with repeaters every 40 miles versus the industry standard 60 miles. They know networks and talk to ALL the cutting edge xWDM folks, like some of the founders of CIEN who are working on next generation tech that will seriously amplify bandwidth muxing optimized at 40 mile intervals. I'd keep an eye. Current WMB owners will still own a piece, and might even get some spunoff shares of the IPO. (..and an oil rebound kicker). Steve