Guest ValueCarl Posted March 21, 2011 Share Posted March 21, 2011 (3) hustles back to its number 1 spot in sales satisfaction as well as customer service in the US Long Haul Wholesale space. This is a GOOD STOREY based upon the times. ;) Level 3 Takes Top Spot in ATLANTIC-ACM Best-in-Class Rankings Sales Representatives Earn Top Honors from U.S. Wholesale Carriers 03/21 01:00 PM BROOMFIELD, Colo.--(BUSINESS WIRE)-- Level 3 Communications, Inc. (LVLT:$1.30,00$0.03,002.36%) today announced that it has received the ATLANTIC-ACM 2011 Best in Class Award for Sales Representatives, based on a survey of U.S. Long Haul Wholesale carrier customers. The award recognizes Level 3's significant strides in delivering an exceptional experience to its wholesale customers. The award is based on the ATLANTIC-ACM 2011 Wholesale Carrier Report Card study, which compiles market-wide wholesale customer feedback via online surveys. The Sales Representative category includes two separate scores: professionalism and proactive selling. "Level 3 has made it clear that they are focused on understanding the needs of their customers, and the data suggests they are succeeding. Over only a few short years Level 3 has gone from being middle of the pack to an industry leader in key customer-facing characteristics like sales reps and customer service,” said Fedor Smith, President of ATLANTIC-ACM. "The fact that this recognition was chosen by our customers makes this award particularly meaningful,” said Andrew Crouch, president of Sales for Level 3. “Level 3 sales representatives are extremely tuned in to what customers need today and what they need to be prepared for down the line. This best-in-class award truly reflects our commitment to delivering the ingenuity, agility and integrity that wholesale carriers want, and we’re honored to receive this recognition from our customers.” ATLANTIC-ACM presented the award to Level 3 at the Comptel conference in Las Vegas. Link to comment Share on other sites More sharing options...
brker_guy Posted March 21, 2011 Share Posted March 21, 2011 Oh, the snake oil man was at his finest moment pounding down on SprintPCS. The sleazy guy sounded like a wireless industry expert. Wait, wait... Look who was loading up on Sprint last quarter. Well, it's his alma mater, of course! Those crooks that had to pay Mr. Buffett to the tune of $15 PER SECOND, i.e. Goldman Sachs. http://www.nasdaq.com/asp/holdings.asp?symbol=S&selected=S&FormType=Institutional So, come on, Jimbo! Talk down Sprint some more. There is an acquirer waiting for Sprint Wireline business with DEEP POCKET BACKERS that your former employer can't match... Link to comment Share on other sites More sharing options...
Cardboard Posted March 21, 2011 Share Posted March 21, 2011 Brker_guy, "Come Google, Microsoft and Amazon! It's time for you guys to step up and take on these monopolists!" Sounds like your wishes are starting to come to true. http://tech.fortune.cnn.com/2011/03/21/sprint-teams-up-with-google-voice/ This news was forgotten today in the midst of the T-Mobile acquisition by AT&T, but I think that it has the potential to drive a fair bit of action in the telecom industry in the not so distant future. Cardboard Link to comment Share on other sites More sharing options...
gaf63 Posted March 22, 2011 Share Posted March 22, 2011 Level 3 has Sprint as a wholesale customer Who does Google use?? Come on sale reps , start camping on Google's door step Link to comment Share on other sites More sharing options...
Guest longinvestor Posted March 22, 2011 Share Posted March 22, 2011 Brker_guy, "Come Google, Microsoft and Amazon! It's time for you guys to step up and take on these monopolists!" Sounds like your wishes are starting to come to true. http://tech.fortune.cnn.com/2011/03/21/sprint-teams-up-with-google-voice/ This news was forgotten today in the midst of the T-Mobile acquisition by AT&T, but I think that it has the potential to drive a fair bit of action in the telecom industry in the not so distant future. Cardboard This is a good thing for consumers. What we really need however is to do a MagicJack/Vonage to mobile phones. Like a $10/all-you-can-eat/month plan. It will take a maverick with deep pockets to wear down the T/VZ of the world for about 5-8 years with a killer deal like that. And of course, a Bush-like business friendly FCC will come along and stretch that out to a 10-15 year proposition with bromides like "we have enough competition to warrant any intervention". What we are seeing with the ATT/TMobile deal is that 100 year deep pockets can buy lots of time. Which brings it back to the theme of this message board that LVLT's day in full sunshine is still years not quarters away. Atleast for shareholders. Link to comment Share on other sites More sharing options...
valuecfa Posted March 22, 2011 Share Posted March 22, 2011 Is there a well written report out there on LVLT that i can get my hands on that sums up the company from most all angles? I've read many bits and pieces, from longleaf letters and other sources, but would like to piece this story together better. I understand the large tax loss carries and large sunk cost on the fixed assets (which are common long themes), but would like to learn more about the company. The Annual Report is somewhat confusing for me since i am somewhat tech illiterate and don't really understand how my laptop even connects to the Internet (it just does). Link to comment Share on other sites More sharing options...
brker_guy Posted March 22, 2011 Share Posted March 22, 2011 There was a very good article written about LVLT in OID back in 2002 or 2003 time frame. You can look it up. Link to comment Share on other sites More sharing options...
gaf63 Posted March 22, 2011 Share Posted March 22, 2011 The T/T-Mobile merger(if it goes thru which Im sure will happen) will reduce Level 3's revenue, article from Telecom Ramblings http://www.telecomramblings.com/2011/03/independent-fiber-operators-will-hate-attt-mobile-deal/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TelecomRamblings+%28Telecom+Ramblings%29 I've owned this stock for a few yrs now , and am underwater , FFH and SEAM's involvement, growth of broadband use were a big reason for my investment. I overlooked competition , tech innovations, and last but not least their heavy debt load. If they dont accelerate their revenue growth, 3 will continue to bump along the bottom. The only catalyst that provides some hope is SEAM's 25% plus investment in 3 , and their comments that they are not complacent or idle with respect to 3's performance. If there is no change soon I will have to bite the bullet and take my losses and move on. Link to comment Share on other sites More sharing options...
valuecfa Posted March 22, 2011 Share Posted March 22, 2011 The T/T-Mobile merger(if it goes thru which Im sure will happen) will reduce Level 3's revenue, article from Telecom Ramblings http://www.telecomramblings.com/2011/03/independent-fiber-operators-will-hate-attt-mobile-deal/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TelecomRamblings+%28Telecom+Ramblings%29 I've owned this stock for a few yrs now , and am underwater , FFH and SEAM's involvement, growth of broadband use were a big reason for my investment. I overlooked competition , tech innovations, and last but not least their heavy debt load. If they dont accelerate their revenue growth, 3 will continue to bump along the bottom. The only catalyst that provides some hope is SEAM's 25% plus investment in 3 , and their comments that they are not complacent or idle with respect to 3's performance. If there is no change soon I will have to bite the bullet and take my losses and move on. Aside from the debt, which is worrisome, what are the possibilities of technological innovation dramatically decreasing the cost of production. I've read this has already occurred in the past. Advances in technology (particularly something called DWDM--dense wave division multiplexing--that can increase the capacity of a strand of fiber by 200 times) caused the cost of adding bandwidth to a network to fall by 99% from 1995 to 2000. Who is to say that technological improvements wont cause the cost of adding bandwidth to a network won't fall dramatically again in the future? Link to comment Share on other sites More sharing options...
gaf63 Posted March 22, 2011 Share Posted March 22, 2011 cant speak to possible tech innovations, broker guy would know, but with the exponential growth of broadband use it would have to be a huge breakthru, Level 3 should benefit from usage growth but it just doesnt/hasnt come thru to their revenues. This is the year that should tell the tale. If 3 doesnt grow their revs with Netflix and broadband growth in the next 6-9 mos, dont know when they ever will Link to comment Share on other sites More sharing options...
brker_guy Posted March 22, 2011 Share Posted March 22, 2011 Valuecfa, yes, DWDM... Look no further than the Internet2 which LVLT list as a business client on their presentations: http://www.internet2.edu/pubs/Internet2%20Planned%20100G%20Infrastructure%20Topology.pdf Now, look along side LVLT and see who is listed there CSCO and CIEN. Both are very big players in the DWDM space. At the end of the day, one need to break down the network into three components (Fiber instrastructure, Equipment, and Services). Equipment is a variable cost due to maintenance CAPEX. Fiber infrastructure is a fixed CAPEX. If you use the wrong technologies to lay down your fiber, you are going to be hosed! You can bet that there is going to be a fight btw the implementation of DWDM and PIC versus the cost function. Back to Cringely's quote, "It's not the best technologies that win; it's THE BEST EXPLOITER of technologies that win." Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 22, 2011 Share Posted March 22, 2011 My Buffett Men are going after El Gordo, with or without Global Corruption, in Sud America. There is something to be said about Omaha HOGS! ;D Level 3 And INTERNEXA Agreement Expands Level 3's Content Delivery Network Services Into S Amer 03/22 12:09 PM (MORE TO FOLLOW) Dow Jones Newswires (212-416-2400) 03-22-111509ET Copyright © 2011 Dow Jones & Company, Inc. Level 3 And INTERNEXA Agreement Expands Level 3's Content Delivery Network Services Into S Amer 03/22 12:09 PM Robust Internet Services, High-Speed Delivery of Rich Media Expanded to Colombia, Ecuador, Venezuela and Peru BROOMFIELD, Colo.--(BUSINESS WIRE)--March 22, 2011-- Level 3 Communications, Inc. (LVLT:$1.34,00$0.04,003.08%) today announced an agreement with INTERNEXA, a leading telecommunications carrier with extensive regional coverage with more than 18,000 kilometers of fiber-optic network across seven countries in South America, to expand Level 3's content delivery network (CDN) services to Colombia, Ecuador, Venezuela and Peru. The agreement enables both companies to provide greatly improved International IP content services to their respective customers by taking advantage of Level 3's leading global CDN and INTERNEXA's extensive in-region, fiber-based network. Level 3's CDN will localize content within Latin America to improve the end-user experience with rich media as well as reduce the amount of bandwidth required. INTERNEXA's expansive in-region network will give content owners greater reach in South America while enabling South American telecommunications carriers to more efficiently access and deliver to their end users reliable, fast-loading rich content, like video, online games, software, music, and other media. "We're effectively building the next generation of Internet in South America. A large amount of the data demand in South America is for content that originates in North America, which is why we're combining forces with Level 3 and their impressive CDN to deliver a high-quality IP Transit service. We're making it possible to provide this content directly from our region over our network," said Genaro Garcia Dominguez, CEO of INTERNEXA. "Our global CDN business is growing rapidly and with South America's increasing demand for content, it makes strategic sense to expand our CDN footprint into the region," said Andrew Crouch, president of Sales for Level 3. "Together, Level 3 and INTERNEXA are going to enable South American ISPs to provide an enhanced, superior content experience to their end users." For more information on Level 3's advanced network and service offerings, visit www.level3.com. Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 22, 2011 Share Posted March 22, 2011 You boyz catch this with all your yapping about DWDM? By the way, everybody needs a good, honest "BROKER" GUY, so don't be messin with my Brker_guy! I know you didn't miss that mild slam, BG! ;D Brker_guy will keep reminding you about fiber, services and the right technologies whether they're being exploited or not by those in the market to get to their end goal, that being, "ONE FIBER BARON" for all. CDN is a service to be sure, and one that in (3)'s case, "SAVES BANDWIDTH!" I don't think SLIM has his hands on this one-ownership stake- but I do think as the largest ISP down in Sud America, he'll need to go through them back and forth to Norte America vs. Global Enterprise Corruption. This could be why I saw him exit Global Baloney stage left. In the meantime, go buy some (3) stock, and hold it for a long time so "you'll be happy," like Walter Scott. ;D <The agreement enables both companies to provide greatly improved International IP content services to their respective customers by taking advantage of Level 3’s leading global CDN and INTERNEXA’s extensive in-region, fiber-based network. Level 3’s CDN will localize content within Latin America to improve the end-user experience with rich media as well as reduce the amount of bandwidth required.> Internexa acquires network infrastructure in Argentina, Brazil - Regional Colombian backbone network operator Internexa has acquired network infrastructure in Brazil and Argentina, the company said in a statement. The network has an extension of approximately 6,000km and links the cities of Uruguaiana, Porto Alegre, Curitiba, São Paulo, Belo Horizonte and Rio de Janeiro in Brazil, as well as Mendoza, Córdoba, Rosario and Buenos Aires in Argentina, Internexa said. The company said that through this network Internexa will be in a position to launch commercial services in both markets in 2011-12. Internexa currently operates a 6,652km fiber optic network in Colombia, and also has operations in Peru, Venezuela and Ecuador. In Peru, Internexa kicked off two years ago a 1,200km network, which it owns completely. In Venezuela, the company has access to a 1,900km fiber optic network through an agreement with state-owned operator Cantv, and in Ecuador Internexa has an agreement with electric power transmission company Transelectric to jointly run 900km of fiber interconnecting capital Quito with the cities of Guayaquil and Machala. Internexa also entered the Chilean market through the acquisition of local company Comunicaciones Intermedias. Internexa is the connectivity infrastructure unit of Colombian energy and telecoms group ISA. Link to comment Share on other sites More sharing options...
brker_guy Posted March 22, 2011 Share Posted March 22, 2011 Hi Carl, thanks for the kind words, but this is HUGE CDN win for us. This shows that we are secretly executing on our plan in Sud America. For awhile there, I wonder, "Why the hell aren't we going after that market south of our border?" Well, now we know why. When you are playing high stake poker, you don't want to let everyone know that you hold pocket aces in your hands, and there is another ace and 2 kings on the table while your competitors are holding a ace and 2 kings. :D Those guys at Global Corruption are trying hard to duplicate the LVLT business model by figuring out the "services" aspect of their backbone by buying Genesis. Let's not help them any further with ideas. I like this kind of business relationship with INTERNEXA, Carl. This kind of a vendor compliments what we are doing, and we compliment them. It's a win-win. I don't know if I want to jump into bed with Mr. Slim and TelMex. INTERNEXA has the network reach and network scale for us. We need INTERNEXA to expand into Brazil and Argentina quickly, but they can't do that, we need now is to hook up with Telenar and Telefonica to extend our reach those markets. We need to prepare ourselves for 2014! This is a nice, nice CDN win for us... http://www.internexa.com/ Link to comment Share on other sites More sharing options...
brker_guy Posted March 22, 2011 Share Posted March 22, 2011 These guys at CNBC are just a piece of works... Too funny to be taken seriously... ;D ;D http://www.cnbc.com/id/42218083 Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 23, 2011 Share Posted March 23, 2011 Some things come full circle, Brker_guy. For it was Henry Yuen, who Murdoch and Malone pummeled in a reverse TAKE DOWN, who invented "EBOOKS." Interesting news on your Light Squared partnering with Best Buy this morning. Maybe that pompous hussy, Dan Hesse, is going to be forced into Ivan Seidenberg's hands as pressure is applied to their CLWR business model! The fact that he waffled over Wimax and is seemingly moving towards adopting LTE, seems to make your case more plausible daily. Whatever that case may become, let's get that "pin drop" long distance "customer base" into (3)'s hands! CTIA-LightSquared CEO announces Best Buy deal 03/23 07:59 AM * LightSquared plans wireless trial with Best Buy (BBY:$31.19,00$-0.2300,-0.73%) * Plans to spend $14 bln over 8 years on network ORLANDO, Fla., March 23 (Reuters) - Best Buy Co Inc (BBY:$31.19,00$-0.2300,-0.73%) to help reduce thee costs of building the network. LightSquared is setting itself up as a rival to Clearwire Corp (CLWR:$5.34,00$-0.05,00-0.93%) , in which Sprint (S:$4.409,0$-0.0610,-1.36%) has a 54 percent stake. While the U.S. mobile market is already competitive, Ahuja said there is room for a company like LightSquared because it takes a different approach and will not compete with its service provider clients. "It opens up the wireless industry to new entrants who could never before offer wireless service," Ahuja said as he announced the Best Buy (BBY:$31.19,00$-0.2300,-0.73%) deal. He likened the LightSquared's business model to that of e-book readers, which take a new approach in an older industry. Ahuja noted that readership of romance novels has risen dramatically since e-readers have become popular as readers need no longer be embarrassed by paper book covers. (Reporting by Sinead Carew and Barbara Liston, editing by Gerald E. McCormick and Derek Caney) Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 23, 2011 Share Posted March 23, 2011 Here's Joe Waz from Comcast retiring into the sunset on Brian Roberts' nickel for a job well done. This is the BROKER GUY for the MONOPOLISTS who tried to CONFUSE the issue at stake with (3)/Netflix as "peering" and "traffic imbalance" vs. "interconnection" when he had one of his ENGINEERS banging his RING FINGER loud on the table to substantiate their STUPIDITY. Verizon's counterpart wants to make PUBLIC his feelings over the LOSS of Joe Waz. WAZZUP with that! If this is the kind of intellect Americans are RELIANT UPON, we will become a SERF NATION heading back to "The Dark Ages!" Verizon Wishes Joe Waz Well 03/23 08:45 AM WASHINGTON, March 23, 2011 /PRNewswire/ -- Joe Waz, senior vice president, external affairs and public policy counsel for Comcast (CMCSA:$23.80,00$-0.26,00-1.08%) , announced his retirement on Wednesday (March 23). The following statement should be attributed to Tom Tauke, Verizon (VZ:$36.8125,$-0.1375,-0.37%) executive vice president of public affairs, policy and communications: "Joe Waz is a giant in the communications industry, and I can think of no one who has brought more intellectual capacity, integrity and honor to public policy advocacy. By developing good and sound policy through research and thoughtful dialogue, he has helped set the standard for how to bridge differences of opinion. Joe is persistent and takes the long view, with a focus on solutions that work for both consumers and the industry. "We will miss his day-to-day involvement in the development of public policy here in Washington, but look forward to his contributions to the industry in his new roles." VERIZON (VZ:$36.8125,$-0.1375,-0.37%) 'S ONLINE NEWS CENTER: Verizon (VZ:$36.8125,$-0.1375,-0.37%) news releases, executive speeches and biographies, media contacts, high-quality video and images, and other information are available at Verizon (VZ:$36.8125,$-0.1375,-0.37%) 's News Center on the World Wide Web at www.verizon.com/news. Â To receive news releases by e-mail, visit the News Center and register for customized automatic delivery of Verizon (VZ:$36.8125,$-0.1375,-0.37%) news releases. SOURCE Verizon (VZ:$36.8125,$-0.1375,-0.37%) Link to comment Share on other sites More sharing options...
brker_guy Posted March 23, 2011 Share Posted March 23, 2011 Hi Carl, the deal making of LightSquared didn't end with Best Buy. Yesterday, they signed a deal with LeapWireless which sell under the name Cricket as I am sure you know. These guys at LightSquared are a bunch of deal makers: http://phx.corporate-ir.net/phoenix.zhtml?c=191722&p=irol-newsArticle&ID=1541451&highlight= If I was SprintPCS and CLWR, I would worry of competitors like these little guys and those 2 big boys. Rob Powell there doesn't think that SprintPCS isn't dead yet, but as you said it, "Pompous Dan Hesse", the saying arrogance is the mother of all......applies well to SprintPCS. These guys are always at the forefront of new wireless technologies or comm technologies, but they manage to screw it up with their services and their clients. So, there is nothing worse than good technologies, low price but poor service. In the hyper competitive telecom business, that combination is a death wish of going out of business or get cannibalized.... Regarding Mr. Joe Waz, I like to say to him, "Good riddance, Joe!" Enjoy your retirement. Hope you don't kowtow back to the Roberts for those overpaid consultant contracts.... Come to think of it, do kowtow back to the Roberts with some consultant contracts and help take down your employer. BTW: Carl, did you see that the Fool.BOMB has the Fierces Wireless guys writing articles for them about streaming video now? Oh, and the mouse lady innitiated coverage on us today. It must be INTERNEXA!!! Nah it can't be... ;D ;D Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 24, 2011 Share Posted March 24, 2011 Brker_guy, what's Mouse Lady's newest prognosis? Last I heard, she was at two pps, on a one year target, almost a year old now. tia Link to comment Share on other sites More sharing options...
brker_guy Posted March 24, 2011 Share Posted March 24, 2011 I don't know what her guidance is this time. All I saw was a little blurb via my broker that DA Davidson innitiated coverage on LVLT. I always thought that the mice lady was covering LVLT all this time? It's amazes me how much work these analysts on Wall St do or don't do in a day to earn their big fat paychecks... Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 24, 2011 Share Posted March 24, 2011 ODD MAN OUT, phone lines are RINGING everywhere especially at Seidenberg's office, PINS are IMPOSSIBLE to hear dropping in this environment! What's the price whoring hussy going to do besides complain to regulators that he was bent over? http://www.bloomberg.com/news/2011-03-24/sprint-cheaper-than-99-of-s-p-500-as-below-book-signals-merger-real-m-a.html?cmpid=yhoo Link to comment Share on other sites More sharing options...
brker_guy Posted March 24, 2011 Share Posted March 24, 2011 Carl, You will like this presentation on U.S. Wireless Survey from the CTIA which is taking place this week: http://files.ctia.org/pdf/CTIA_Survey_Year_End_2010_Graphics.pdf Wireless subscriber connections: 302.9 million, compared to year-end 2009: 285 million for an increase of 6 percent. Wireless penetration rate: 96 percent compared to year-end 2009: 91.2 percent. Minutes of Use (MOU): 2.241 trillion compared to 2009: 2.275 trillion. SMS sent and received: 2.052 trillion compared to 2009: 1.563 trillion for an increase of 31 percent. MMS sent and received: 56.6 billion compared to 2009: 34 billion for an increase of 64 percent. Data traffic on wireless networks in the last six months of 2010: 226.5 billion megabytes compared to the last six months in 2009: 107.8 billion megabytes for an increase of 110 percent. Average wireless bill (includes voice and data service): $47.21 compared to year-end 2009: $48.16. Number of active smartphones: 78.2 million compared to year-end 2009: 49.8 million for an increase of 57 percent. Number of active data-capable devices: 270 million compared to year-end 2009: 257 million for an increase of 5.3 percent. Number of web-capable devices: 242 million compared to year-end 2009: 238.4 million. Wireless-enabled tablets, laptops and modems: 13.6 million compared to year-end 2009: 11.9 million for an increase of 14.2 percent. Now, imagine this. This is the U.S. ONLY survey. What about the rest of the world, one might ask? So, all of those pundits on pounding on the "empty conduits", I wish you luck shorting! Link to comment Share on other sites More sharing options...
Guest ValueCarl Posted March 24, 2011 Share Posted March 24, 2011 I will only know that we are out of their wood chopping machine, when Seam and Fairfax "convert" voluntarily, Brker_guy. If they're going to press on the interest rate pedal all the way to 2013, the shorts, assuming they're "legitimate," will continue laughing in "equity owner" faces. :( In summary, I am watching what Big Prem does very closely. Link to comment Share on other sites More sharing options...
brker_guy Posted March 24, 2011 Share Posted March 24, 2011 In summary, I am watching what Big Prem does very closely. You and I, both, brother! You and I, both!!!! ;D Link to comment Share on other sites More sharing options...
brker_guy Posted March 24, 2011 Share Posted March 24, 2011 Carl, looks like a lot of our CAPEX this quarter is being spent in Europe: http://www.telecomramblings.com/newswire/2011/03/level-3-expands-scandinavian-connectivity-with-telecitygroup/ Link to comment Share on other sites More sharing options...
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