Investigating Level3 as an upstream provider (oc12 or more). Any recommendations for or against? Related, what are they doing with Genuity's network? -- matthew zeier - "Curiosity is a willing, a proud, an eager confession of ignorance." - Leonard Rubenstein
On Fri, 25 Apr 2003, matthew zeier wrote:
Investigating Level3 as an upstream provider (oc12 or more). Any recommendations for or against?
Related, what are they doing with Genuity's network?
In Europe at least they're turning it off, I imagine thats true globally also where they dont need the two systems side by side. Steve
-- matthew zeier - "Curiosity is a willing, a proud, an eager confession of ignorance." - Leonard Rubenstein
Investigating Level3 as an upstream provider (oc12 or more). Any recommendations for or against?
Related, what are they doing with Genuity's network?
In Europe at least they're turning it off, I imagine thats true globally also where they dont need the two systems side by side.
Steve
I think everywhere possible Genuity (AS1) will be a customer of Level 3 (AS3356). In areas where there isn't overlap, my guess is that L3 will sell off/dispose of Genuity's assets. All of Genuity's datacenter operations are gone or will be shortly. Any leased line/dial customers outside of major cities will probably be too. L3 can't sell its investors on how great the acquisition was by any means other than showing the vast majority of the costs of operating a network like Genuity's overlap with L3's already-sunk costs. The fact that both L3 and Genuity were losing money before the acquisition means both companies have to seek to eliminate all network elements that don't meet a certain level of profitability. The fact that 25% of L3 (with Genuity's) network revenue will be coming from AOL alone has seemed to escape much of everyone's notice. Deepak Jain AiNET
On Sat, 26 Apr 2003 alex@yuriev.com wrote:
The fact that 25% of L3 (with Genuity's) network revenue will be coming from AOL alone has seemed to escape much of everyone's notice.
out of curiousity, where does this 25% number come from?
If I remember correctly, it was in the SEC filings quarter before BK.
thnx :)
participants (5)
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alex@yuriev.com
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Christopher L. Morrow
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Deepak Jain
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matthew zeier
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Stephen J. Wilcox