chuckmunger IT Iinfrastructure
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average rating: 4.00 / 1 ratings
Created by chuckmunger
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Date updated:02-21-2007

Stocks that may benefit from Bandwidth surge in demand that is soon upon us.

symbol name last price % change open
  • +
  • LVLT
    Level 3 Communica
  • $1.25
  • -0.79%
  • $1.23

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.

People owning LVLT also tend to own: AMTATCCICCOIDCELGLBCGOOG

TheStreet.com Rating: D What is this?

  • +
  • INAP
    Internap Network
  • $3.48
  • +9.43%
  • $3.38

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.

People owning INAP also tend to own: ACGLADSATHRAVCTCCOIEBAYFTWR

TheStreet.com Rating: D What is this?

  • +
  • CMGI
    Cmgi
  • $0.00
  • N/A
  • $N/A

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

People owning CMGI also tend to own: CSIQGSSHYGSKADONTREVSFE

TheStreet.com Rating: No Rating What is this?

  • +
  • FTGX
    Ftgx
  • $0.00
  • N/A
  • $N/A

Another infrastucture play that is getting ripe

People owning FTGX also tend to own: AAPLACCP.OBAMAGBCSIEMKRFCSXHAYN

TheStreet.com Rating: C What is this?

  • +
  • GMKT
    Gmkt
  • $0.00
  • N/A
  • $N/A

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!

People owning GMKT also tend to own: JBLULMAPKTARUNAUTHAVAVBBND

TheStreet.com Rating: C What is this?

  • +
  • PRH
    N/a
  • $1.55
  • 0.00
  • $1.55

No Analysis added

People owning PRH also tend to own: ARTXHOKUINNOIONMSINEXMNLX

TheStreet.com Rating: No Rating What is this?

Portfolio not tracked!

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