LVLT Opportunity (down 24%)

Harry said: "This company is lacking a CFO at this time and is in disarry coordinating acquisitions. This is interesting...this company just got weird... ...unique buying opportunity? [B]Level 3 Communications Q3 2007 Earnings Call Transcript[/B][url]http://seekingalpha.com/article/51004-level-3-communications-q3-2007-earnings-call-transcript?source=yahoo[/url] This company is an under-ultilized high spped internet resource. It's like buying size 10 pants for a size 6 kid...the industry has to grow into it."

AlfredSokol said: "This company has never impressed me that much TBH. I guess I'm not alone."

Fellowship said: "Ha Harry; Just looked at that dog. Down to $2.98 shoot you can’t even buy a good beer for that price. FellowShip __________________________________________________________ Just for the Grins :whacky011:"

Rbreb13 said: "Damn Harry! Our ATM crashed. I'm going to wait out this downturn before trying to guess the bottom. Once it develops its trading range again I'll maybe jump back on it. Watching for now."

Mr. Gekko said: "I'd stay away from LVLT."

Cryogenix said: "Volume of 187,000,000 today! :dazed052: I've never seen so much volume intraday...this has to be some kind of record. I see a major op for some serious daytrading bucks here... Wish I'd seen this earlier, but I've never liked this stock; it cycles too slow. Takes an entire day to gain .10... But, now, this looks good for some wave plays. And coming out of that long consolidation today followed by a strong climb, it looks perfect to continue its uptrend in the A.M., regardless of market direction. I'm thinking 2.65 is the bottom, but only on extreme days and with further bad news. The company certainly isn't going to come crashing down."

SporeMonger said: "Don't touch it yet. There is nothing there. The floor is made of glass and it's not the safety kind. You'll have plenty of time to buy once it begins to consolidate."

Harry said: "[QUOTE=SporeMonger]Don't touch it yet. There is nothing there. The floor is made of glass and it's not the safety kind. You'll have plenty of time to buy once it begins to consolidate.[/QUOTE] WOW I'm suprised at the negativity. Nothing there? Really? I hear a lot of negativity with no support of your opinions????? Level 3 Communications ain't Merrill Lynch, which has a half-ton subprime gorilla on it's back. I see little downside risk for LVLT at "this" point and a whole lot of upside. I see the floor as hit. I mean, "read" the link. It was a uniquely bad quarter...almost self-sabotage. They just won't bomb another like this one. But let's look at what we need to recover the stock's value. 1. A new CFO is in place 2. Wearing off of the "shock" from acquisition debts due to gobbling up regional rivals (such as Servecast. Broadwing). When these conditions are digested this stock is sailing again. I can't resist buying is this neighborhood and waiting for the certain eventual recovery. :party: Aren't these window's of opportunity why we are here on forums like this?"

BRS0903 said: "So LVLT is a good buy or should I wait it out to see what happens?"

Rbreb13 said: "[QUOTE=BRS0903]So LVLT is a good buy or should I wait it out to see what happens?[/QUOTE]Those are the kind of decisions you should make for yourself. [I]Almost nobody [/I]here will tell you to buy or sell. We merely put it out there (pros/cons) for you. If you rely on other peoples recommendations you're just going to lose all your money, most likely."

Harry said: "[QUOTE=BRS0903]So LVLT is a good buy or should I wait it out to see what happens?[/QUOTE] "I" say it's a good buy...but you can see I seem to be in the minority with that opinion. Read my assessment. I look forward to "specifics" why others don't like it aside from it's spooky drop this week. I took another position today and will add positions with each 15 cent drop ~if~ that occurs. It's not a broken company, it's a company that created debt throuch acquisition and got a sloppytemp CFO. The business plan and growth potential is still sound. I say that this week is a worst case (bad luck) scenario. Some market panic will encircle it for a little while. Keep in mind, my portfolio is very well diversified. LVLT is one of my risk plays. It's like 5% of my portfolio. Addmittedly my LVLT is down from days ago, but I don't see this as a panic scenario. I see it a a bump. My assessment: small downside. large upside. My intension is always long HOLD. But it's almost impossible not to take profits from time-to-time because it's up-n-down so often."

lil dickie said: "They are a bandwith seller. Nothing particularly special about that. What do you like so much about their business model Harry?"

Harry said: "[QUOTE=Rbreb13]Those are the kind of decisions you should make for yourself. [I]Almost nobody [/I]here will tell you to buy or sell. We merely put it out there (pros/cons) for you. If you rely on other peoples recommendations you're just going to lose all your money, most likely.[/QUOTE] Rbreb13. we gotta get the gang back on track. We got a thread full of thumbs down here with no specific reasons. I absolutely will buy a stock on a recommendation if the poster states their case. Of course I will do my own homwork before buying but good info just makes the process much easier. The traders confound the process a bit cause they're looking for the quick $$$. In this envornment my favorite posts are the flagging of cheap stocks, beit discounts, or pull backs, with the rationale and details to support it. I've dated off the internet. I don't even consider meeting without a picture. :D"

Rbreb13 said: "I agree Harry. But "I" won't ever tell someone to buy or sell. I "will" tell them what I will or won't do in a given situation. I bought a small taste of LVLT when it was below $3 and am waiting to see how it plays out. I was to chicken to buy alot until I see a definite reversal. But it should still be good for a flip soon. Once it re-establishes a trading range the ATM will be turned back on. This stock has great volume, so its easy to get in and out of quickly."

Harry said: "[QUOTE=lil dickie]They are a bandwith seller. Nothing particularly special about that. What do you like so much about their business model Harry?[/QUOTE] Exactly why isn't that special?????? Isn't internet video service growing expoentially? Aren't new entities. like Google, eyeing moves in that direction? Wireless has distracted investers. LVLT is clawing ahead of the curve for providing infrastructure for tommorrow's worldwide web especially for video services in the US and Europe. LVLT has gross margins that equal AT&T and Verizon and better growth than Verizon. LVLT will stand on it's own to the point one of the big boys (AT&T, Verizon, or even GOOGLE) will probably see the value and acquire them. This reminds my of Dish Network. DISH was bleeding for a long time. DISH started giving away (subsidizing) equipment for consumer subscritpion obligations in order to compete with DirecTV (and cable) DISH was also drowning in debt. The were buying transponder licenses, launching rockets and planting satellites in orbit. In the end DISH saw GREEN. Also, at one point investors saw the path to success and jumped on board. I see LVLT as DISH NETWORK in it's infantcy."

Harry said: "[QUOTE=Rbreb13]I agree Harry. But "I" won't ever tell someone to buy or sell. [/QUOTE] I do maintain [I]"This is just one poster's opinion. Others may disagree"[/I] in my signature here. For the last 6-8 weeks I'm been pushing [B]CHK[/B] with many friends. A cold winter is predicted. Then a warm November report created a momentary dip. But I think heating oil is going to sqeeze a lot more people over to natural gas where available. Seems like a slam dunk. Just like "don't buy PALM". To me LVlt is a stock to buy cheap as part of a diversified portfolio...and put it on a shelf and forget about it for awhile, because watching the volatility will drive some people nuts. :)"

Mr. Gekko said: "[QUOTE=Harry]WOW I'm suprised at the negativity. Nothing there? Really? I hear a lot of negativity with no support of your opinions????? [/QUOTE] I see LVLT with A LOT of downside. Yes, bandwidth is precious in the Web 2.0 era but, there are thousands of miles of dark fiber (unused fiber optic lines) through the country. It only takes a flick of a switch to light these up and flush LVLT down the crapper."

Harry said: "[QUOTE=Mr. Gekko]I see LVLT with A LOT of downside. Yes, bandwidth is precious in the Web 2.0 era but, there are thousands of miles of dark fiber (unused fiber optic lines) through the country. It only takes a flick of a switch to light these up and flush LVLT down the crapper.[/QUOTE] Flick of a switch to light up a piece of fiberoptic cable? LVLT's Vyvx provides the working capacity and technology for broadbased video capacity. The cable companies are to fragmented into regional sectors to handle this without. Even voip needs CSCO, LVLT or a couple of others. Me thinks LVLT will grow or be acquired. They have enough infratsructure now that the crapper isn't a consideration. :)"

Mr. Gekko said: "[QUOTE=Harry]Flick of a switch to light up a piece of fiberoptic cable? LVLT's Vyvx provides the working capacity and technology for broadbased video capacity. The cable companies are to fragmented into regional sectors to handle this without. Even voip needs CSCO, LVLT or a couple of others. Me thinks LVLT will grow or be acquired. They have enough infratsructure now that the crapper isn't a consideration. :)[/QUOTE] The cable companies weren't the ones who laid the currently unused fiber. Verizon, ATT and a few other telcos laid out a massive infrastructure in the late 90's suspecting a bandwidth crunch. Of course, it didn't happen and that fiber has since laid silent. Another thing to consider is what will happen with the 700MHz spectrum that's being auctioned. Maybe high speed WiMax...?"