LVLT will not succeed. I worked there till being displaced by workers in India. If you watch stocks, job losses (employment news) create a void in the market. LVLT is cutting quality experienced AMERICAN workers for cheap inexperienced workers in India. One only has to read about recent terrorist attacks against American interest in India to wonder what could happen. Of course LVLT will tell you about the platforms they are working on which will resolve many of their delivery issues. Point blank they are way behind schedule and not working.
Previous issues where in their own words we got rid of to many qualified people to quickly after past mergers. They just did it again.
I worked in provisioning I was processing many new orders (revenue) before I left several months they where at a historic low. In many cases I worked orders where we showed up to do install and customer stated thanks but no thanks, we've gone to another vendor. The customers order was lost in the system; the sales person they related to was either laid off or moved on.
It appeared worse than the initial problems right after the mergers. They have lost tremendous talent doing their seesaw trying to answer to the street with profits vs. cost, cost verse profit. Look at the company since their major mergers sales where good cost where high. Cost where lowered sales dropped, so forth, pattern repeats itself.
They carry tremendous debt; new technologies are always coming into play to expand current provider’s capabilities over their existing fiber and equipment. Look at the expansion of wireless services.
Bottom line is LVLT management is playing everyone including themselves, hoping to eventually figure it out.
One of their biggest churn customers worth ten billion over ten years, two billion per year was the state of Pennsylvania given to former Telcove. Consideration was given to Telcove because they where headquartered and employed many people in PA.
LVLT abandoned those workers and further more the taxpayers of that state, by decimating the work force, the taxes, etc; my understanding is the state is reviewing the contracts. Furthermore there is a tax payer alliance against Level Three.
Anyway watch the expenses will be lower but sales will be down, see saw, see saw this quarter.
I now work for a major customer of LVLT and everyone moans and groans when we have services affected by lines provided by LVLT.
As other companies merge that will be less need for LVLT services.
LVLT seems to have abandoned small to medium customers and want to focus on content delivery, but what happens when technology expands what people already have. Look at the technology LVLT is going with Infineria, others will find such technology.