LVLT - Level 3

[brker_guy]

To be told, as much as I hate having to read this NFLX' earnings report because it is making me licking my wounds for selling out of NFLX way too early at a time when I thought I had a 2-baggers.  Stupid me! 

 

These are very nice numbers.  NFLX now has more customers than the largest MSO in the country: Comcast.  Bam!!! Take that Comcast!  Comcast just got suckerpunched.  ;D ;D 

[Guest ValueCarl]

But it's better than that my Brker_guy buddy, because Netflix is not limited by any "TERRITORIAL BOUNDARIES" thanks to, "The Network Partner You Can Rely On!"  ;D

 

Where's that COMCAST engineer banging his fat RING FINGER loud on the table in agreement with their soon to be retired, SVP, Joe Waz, while supporting the unwarranted, unnecessary GOUGING of Netflix subscribers just because they believed they could!!!!!!!!

 

Waz up with that, DOC!!!!!!!!!! LOL!

 

 

 

[Guest ValueCarl]

Thank you Ben. Yes, the Beautiful Blonde network-one which everyone must have-will be delivering the bits across the globe of a most beautiful brunette princess.  ;D

 

http://finance.yahoo.com/news/Level-3-to-Work-with-National-bw-2201368437.html?x=0&.v=1

[Guest ValueCarl]

Cryptic message being levied against Mr. Jobs? Mankind is cruel and always willing to entertain a profit in spite of all circumstances no matter how sacred or otherwise.  :(

 

http://techland.time.com/2011/04/26/introducing-your-next-iphone-case-steve-jobs-in-carbonite/

[Guest ValueCarl]

Ben Graham, please teach a student of the market something today. I have been attempting to decipher what this might mean since the day of its filing but kept coming up empty.

 

Why would a certificate of Nasdaq(CERTNAS) be filed for (3) at this juncture? I have always hoped they would leave the Nasdaq Exchange inclusive of the dubious operators who have mismanaged the handling of its security over the years.  >:(   

 

 

http://www.sec.gov/Archives/edgar/data/794323/999999999711009089/9999999997-11-009089-index.htm

 

 

[brker_guy]

Carl, I am going to miss that grandfatherly, masuline voice of Mr. Bond, James Bond aka Sean Connery in those LVLT commercials.

 

Check out our new commercial:

 

 

May be that Blonde Level (3) lady is the voice of this commericial instead.  ;D

[Guest ValueCarl]

If I heard the story correctly, Brker_guy, Mr. Original Bond, aka, Mr. Connery took stock in (3) in exchange for his "voice over" services. The English girl's accent does sound sweet with that soft womanly intelligence behind her. Now, if she works cheap, too, at least cheaper than 007 may have in the past, I really like her! I wonder if James Bond would have sold his stock in (3) soon after those commercials, or if Walter told him to hold onto them because he would be happy!  :-X

 

Recently, Jeff Storey spoke about the expansion dreams of his engineering team in eastern Europe along with the lead man's hopes to connect to Alaska rather quickly!

 

Do you think they can get there, from here?  ;D   

 

http://www.telecompaper.com/news/beltelecom-expands-internet-gateway-with-level-3

 

Prunes, this thing is worth somewhere between today's silly stuck on extremely "low volume" quote, and a hell of a lot more in the form of "multiples" and "doubles" that will make SILVER PALE in comparison by the time this is over!  ;) 

[brker_guy]

This just in.  Another day, another customer for LVLT:

 

Knology Selects Level 3 to Support Customers' Growing Demand for Data and Video

 

 

 

 

BROOMFIELD, Colo. --(BUSINESS WIRE)-- Level 3 Communications, Inc. (NASDAQ: LVLT) today announced that it has signed a multi-year agreement with cable operator Knology Broadband, Inc. (NASDAQ: KNOL) to deliver scalable bandwidth services that will further enable Knology's advanced broadband network for its enterprise and residential customers. Level 3's national scale and resources will help West Point, Ga. -based Knology stay ahead of its customers' rapidly growing demands for bandwidth, and provide improved reliability based on a fully redundant architecture. In addition, the arrangement will offer increased procurement simplicity and operational efficiency for Knology as it consolidates services with Level 3 as its primary provider.

 

Under the new agreement — which expands on a long-term relationship between the companies — Knology will leverage the Level 3 infrastructure to support core backbone upgrades in Knology's key markets, including Augusta and Columbus, Ga. ; Panama City, Fla. ; Lawrence, Kan. ; and Sioux Falls, S.D. Knology will also upgrade existing services in Chicago , Atlanta , Huntsville, Ala. and Charleston, S.C.

 

"This new agreement with Level 3 allows for enhanced delivery of advanced video, data and voice services for our residential customers, in addition to significantly increasing our portfolio and reach for business customers," said Knology's Chief Technology Officer John Treece . "As our customers' demand for video and data continues to grow rapidly, Level 3 provides us with the required national scale and ability to adapt quickly to our customers' increased bandwidth needs."

 

"It's a true testament to our quality of service when a longstanding customer like Knology substantially expands their relationship and consolidates their business with us as their primary network provider, especially when it involves a critical, strategic initiative like upgrading their backbone network," said Andrew Crouch , president of Sales for Level 3. "Knology's mission is to deliver great service to their customers, and with Level 3's advanced network services and expertise, they are better poised to accomplish that now and in the future."

 

For more information on Level 3's advanced network and service offerings, visit www.level3.com.

 

About Level 3 Communications

 

Level 3 Communications, Inc. (NASDAQ: LVLT) is a leading international provider of fiber-based communications services. Enterprise, content, wholesale and government customers rely on Level 3 to deliver services with an industry-leading combination of scalability and value over an end-to-end fiber network. Level 3 offers a portfolio of metro and long-haul services, including transport, data, Internet, content delivery and voice. For more information, visit www.Level3.com.

 

 

[brker_guy]

Also, Carl, a very nice video of our Data Center Tour:

 

[Guest ValueCarl]

This SALES FORCE is HOT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! ;D And, the 550 names have yet to double and grow on top of that inclusive of Global Crossing, and, Next Acquisition, please!  ;D

[Guest ValueCarl]

(3) soldiers carrying the beautiful blonde network must do their Goose-step due east all the way through Siberia before next winter and X the Bering Strait to meet the cute brunette, Sarah Palin, on the other end.  ;D Hello Alaska!

 

That's my "STOREY" and I'm sticking with it!  ;) Investors want "GROWTH STOCKS?" Growth to every part of the globe is insufficient for their pocketbooks to handle, it seems. Going through Russia at 110 Gbps very soon.   

 

http://seekingalpha.com/news-article/849550-beltelecom-expands-internet-gateway

 

The capacity of the gateway towards Russia is 90Gbps

 

http://www.telecompaper.com/news/beltelecom-expands-internet-gateway-with-level-3

 

Beltelecom plans to increase its gateway to Russia by 20Gbps soon.

 

 

 

 

 

[brker_guy]

Carl, VERY NICE FIND!  Let's here it for the (3) Sales Force! 

 

I hope we will see an actual PR from (3) soon to legitimize this tidbit of news we are getting from second and third parties.  It would be nice if (3) goes public with it like they did with the NFLX news.

 

 

[Guest ValueCarl]

Getting to Sarah Palin through Russia with Love, and a beautiful blonde network being carried on our backs wasn't going to be easy and it still may not be, Brker_guy! (3) has to act in stealth mode like the secret agent man James Bond is, of course.  8) I have always told you that (3) acts like the CIA in the manner which they guard information! No wonder I couldn't get my personal tour in their data centers(you have mail)! The beautiful blonde must be hidden under the sheets until her paying customers can no longer keep their eyes off of her-as a matter of fact they need the light she brings to see and hear-nor their mouths from drooling.   ;D

 

[brker_guy]

What a day!  We start out the day with Prince and Princess wedding coverage to "Bond" voice-over in our commercials and ends the day with a possible Russian/Belarusian contract win via "Russian With Love" starring "Bond" voice-over all-over again  8)(It's deja vu all over again.  ;D ;D)

 

You are right, Carl.  We need to be in secret silent mode to kill off those shorties(You got mail as well)!  :D 

 

Did you see the news about the Sony Playstation break-in?  The news is a lot worse than I thought.  Credit data are stolen from Playstation Network

 

http://finance.yahoo.com/news/Sony-Credit-data-risked-in-apf-1963695372.html?x=0&sec=topStories&pos=5&asset=&ccode=

 

This is what happened when people are trying to take shortcuts and rely on those LimeLIGHT thieves...

[brker_guy]

The NYTimes had a very good question today:  Will the Royal Wedding Break the Internet?

 

http://www.nytimes.com/external/gigaom/2011/04/24/24gigaom-will-the-royal-wedding-break-the-internet-93921.html?partner=rss&emc=rss

[Guest ValueCarl]

MNM's have a lock, i.e., collar on this stock pending the current acquisition it seems. Who, what and how will that "LOCK" be broken?

 

Next acquisition, please! Lights, cameras, ACTION! Roll em! There's still a CON MAN loose that must be trained. 8)  

[Guest ValueCarl]

Upon the news of this next acquisition, I want to hear that our usury lenders have committed to "CONVERTING" voluntarily at $1.80 pps in order to eliminate one of my TWO PRONGED questions being PROPOSED at the ASM! Get that INTEREST RATE MONKEY off of my back, Sunit!  >:( 

[brker_guy]

More good news on the data centers front, Carl.

 

 

C7 Data Centers Signs Multi-Year Agreement With Level 3 Communications

 

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Press Release Source: C7 Data Centers, Inc. On Wednesday April 27, 2011, 9:00 am EDT

SALT LAKE CITY, UT--(Marketwire - 04/27/11) - Colocation data center and bandwidth provider C7 Data Centers, Inc. (C7) has announced the addition of Level 3 Communications (Level 3) to its portfolio of Tier-1 carriers. Level 3 is recognized as a leading provider of global, fiber-based communications, operating a Tier-1 carrier network.

 

"Enterprises are increasingly reliant upon digital systems to accomplish their critical business objectives, and, as such, data security, redundancy and recovery are vital components to an organization's ability to remain competitive within the marketplace," said Peter Reiss, Level 3's General Manager for the Southwest Region. "C7 Data Centers excels in providing these solutions, and we are excited that the addition of our network services to their communications portfolio helps position C7 as one of the best connected data center providers in the region."

 

With the addition of Level 3's global network services to C7's existing carrier pool, C7 will be able to provide better routes, greater diversity, and lower costs to its clients.

 

"Working with Level 3 is a goal we have had for several years. We know our customers will appreciate the unsurpassed reliability and breadth of Level 3's services," stated Nathan Hatch, CEO, C7 Data Centers. "C7 is now able to offer more connectivity to the Internet and to Tier-1 network carriers than any other data center company in Utah."

 

All sales inquiries should be directed to C7 at sales@c7dc.com or 801-822-5330.

 

About Level 3 Communications

 

Level 3 Communications, Inc. (NASDAQ:LVLT - News) is a leading international provider of fiber-based communications services. Enterprise, content, wholesale and government customers rely on Level 3 to deliver services with an industry-leading combination of scalability and value over an end-to-end fiber network. Level 3 offers a portfolio of metro and long-haul services, including transport, data, Internet, content delivery and voice. For more information, visit www.Level3.com.

 

Level 3 and Level 3 Communications are registered service marks of Level 3 Communications, LLC in the United States and/or other countries. Level 3 services are provided by wholly owned subsidiaries of Level 3 Communications, Inc.

 

About C7 Data Centers

 

C7 Data Centers is a privately held Utah company focused on providing high-value colocation, disaster recovery, and virtualization solutions to local, national and international businesses. Companies select Utah for colocation and business continuance because of its disaster free record, low operational costs, and easily accessible location in the United States. For more information about C7 Data Centers, please visit www.c7dc.com.

 

[brker_guy]

Carl, I sure hope VZ points the fingers at us for this:

 

http://news.yahoo.com/s/yblog_technews/20110427/tc_yblog_technews/is-verizon-4g-down

[brker_guy]

Carl, looks like AKAM is getting its clock cleaned:

 

http://finance.yahoo.com/news/Akamai-Reports-First-Quarter-prnews-955704812.html?x=0&.v=1

[Guest ValueCarl]

I am hoping what you mean, if I understand you correctly, Brker_guy, is that VZ tells the world they shut down the network to make the switch to "The Network Partner You can Rely On!"  ;D  

 

Regarding those free loaders at Akamai, I have been hearing that they have their heads in "The Clouds" these days, attempting to reach CEO Sagan's relative and deceased astronomer, Carl's STARS in the SKY! Apparently, they have given up on being a CDN because they don't own a network!  ;D

 

But hark, I hear the ANGELS SING that (3) is now moving to those great WHITE CLOUDS in the sky along with Global Crossing in order to cast JUDGEMENT against such FOOLISH MEN overreaching their BOUNDARIES!  ;)  

 

 

[brker_guy]

Carl, you are full of musical notes!!!  I am impressed.  You are trying to bring back the Beatles?  Or are you trying to bring back John Lenon?  Can't tell, but I like it!!!  ;D :D  You are one funny, dude!  Your writing has a touch of musical notes to them.  They are funny to read.

 

You should check out the AKAM's message board.  It's really funny there.  There are a few people who sounded like a bunch of hyperventilated AKAM bagholders.  :D

 

They are forecasting "seasonal slowdown". I take this to mean as "We are getting clobbered by competition in new opportunities and contract renewals."  Losing NFLX this quarter alone definitely can't help.

 

The shares are down 9.5% in the AH.

[Guest ValueCarl]

I think my interest in listening to "classical music" sometimes while I write, has wired me to strike musical notes at times. I am not limited to just classical mind you, as I am all over the board including some of the foul rap crap that has somehow been elevated to main stream.   ???

 

I do love (3)'s Grooveshark site as a point of reference for music listeners, by the way.   ;)

 

http://grooveshark.com/#/  

 

Those Akamai owners with that cocky, young CFO, whose name is JD, or JR something, spent a great deal of "capital" buying shares from the low to mid twenties all the way up into the forties as I recall, so it will be interesting to see how FRUITFUL their capital allocation skills ultimately become!

 

In addition, I was always fearful of their large cash holdings being MIRED DOWN in "student loan" tranches, a place I would be fearful of even in better economic times.  

 

It's also great to see the tables turned onto a different set of  "bag holders!"  ;D When that Wall Street Beast finds you out of favor, there is nowhere to hide except in your own shame, once they have all successfully exited stage left that is!     

[prunes]

How do you guys get comfortable with the "last mile" problem? I understand that bandwidth usage is increasing rapidly, but wouldn't the ability for LVLT's assets to become fully utilized be bottlenecked by poor residential broadband? Seems to be that for LVLT to truly capitalize on its assets, Comcast et al would need to make some real capex that those companies don't want to make.

[brker_guy]

Prunes, that's a 64 million dollars question. How?  You just have to suck it up and live with it. This is the reason why I have been reading and trying to get my hands on what NFLX is facing with their last miles issue in Canada since Rogers is capping the users at 9GB per month. From what I have seen from the earnings release of NFLX the other day, they are deploying variable bit rate encoding via H.264 video compression to adapt to the BW cap. I suggest you read the NFLX and its CC transcript to get the lay of the land. Also, Dan Rayburn put a good article the other day on how NFLX is adjusting this new operating environment. Those are sources to learn about the last mile issues.

 

Overtime, the OTT contents will push these last miles guys to lift their caps or spend their CAPEX dollars to let more contents thru. Look, YouTube is moving into the movie rental business now. Are these telcos going to stop YouTube?  Plus, GoogleTV 2.0 or WebTV 2.0 will be the ways of the future for home entertainment and these last miles are fighting a losing battle.