Bandwidth shortage long term play. Mgmt is sharp, sharp, sharp. All friends w/ W. Buffett. Ultimately(a few years)almost all content will be delivered via Internet. This is why DISH is FOR SALE.............growth curve is flattening & Charlie Ergen is a shrewd assessor of the future(high level people in DISH tell me this, even tho they hate his guts!). Will be bought by T @ $50. LVLTs business model will shine as we move into next couple of years even they may still lose a little $ in the meantime. LVLT will be a CASH COW!!!! for a loonngg time.

Infrastructure play. The recent acquisition totally changes their already highly viable business model. Look out AKamai!Much, much more aggressive CEO than before (I own at $3) is starting to see the company evolve his way. 28 consecutive quaters of Revenue growth and positive EPS just beginning. It has moved a lot, but recent acquisition gives it a lot of room to continue EPS growth.

maybe junk.................just a spec.

Another infrastucture play that is getting ripe

speculative........just bot today2/21/07 .South Korean clone of E_Bay.Still a lot of stock overhanging, but has held this level and seems to be absorbing it. S. Korea is the most "connected" country in Asia. Over 70% have high speed internet connections, and the people are young and gadget crazy!

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