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Via Long Investment Ideas from Seeking Alpha:
Level 3 (LVLT) poised for major broadband demand. A bullish analyst view from Mike Sapien, a principal analyst for Ovum, a telecommunications, software and IT analysis company with offices worldwide. As a result of LVLT's nine acquisitions in the last five years, the company not only supplies fiber optics network infrastructure to companies like Comcast Corp. (CMCSA), AT&T Inc. (T), Sprint Nextel Corp. (S) and EarthLink Inc. (ELNK), but it is moving into the "enterprise" sector, which LVLT calls its Business Markets Group.
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