LEVEL 3 (LVLT)

[Not_Bill_Oneil]

That AP story yesterday...

was interesting and important news in my opinion. Not just for LVLT, but for all plays IP network related.

The government has had different issues with public & business critical communications switching from PSTN's and cell to a converging IP based network, alot around security and monitoring traffic (eavesdropping/surveillance). Now they will be a bigger part of the transformation (maybe also partly because of their concerns), including the departments of Treasury, Defense, Homeland Security, Energy, etc.

Also, a lot of interesting (IP & LVLT) related articles the past couple of days, especially surrounding CES and the AAPL release yesterday (copied some links from the IH AAPL board since they are posting a lot of info there), here's a few:

http://www.channelweb.com/sections/allnews/article.jhtml?articleId=196802398 csco

http://www.pcworld.com/article/id,128474-c,tradeshows/article.html aapl iphone

http://www.engadget.com/2007/01/09/live-from-macworld-2007-steve-jobs-keynote/ macworld


Lots of cross-currents too yesterday and today in the market surrounding AAPL.

GL & GT.