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

To: IndioBlues who wrote (1964)	5/17/1999 12:21:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3873

Indio, as I sit fixed, listening to the GBLX-USW conference call... LVLT's rationale in acquiring XCOM, IMO, was to create synergies that had portended properties of both switched and IP disciplines and expertise. They viewed this as a means to obtain the necessary provisions (mostly XCOM in-house software developed) in an accelerated manner. They sought to exploit dual platform gateway-ing, in a transitional sense, as they proceed to an all IP venue. That was the idea. At the time I regarded this as both antithetical to their originally stated mission, but the rationale seemed plausible over time. However, in retrospect, this now seems to have been more of a knee jerk, since many of the "lock" aspects in this space have had the effect of defusing an early advantage, through the introduction of a plethora of other "harmonization" and other integration approaches in contrast to XCOM's original approach. I'm sure that their standards work has yielded them residual benefits from the acquisition, but this has been diluted to a great extent by the many other similarly influential, in greater numbers who have come on the scene, since. Just my personal takes on the matter. Regards, Frank Coluccio