MKJ

Is XO Communications Taking Level 3’s Market Share?

Can anyone comment on the extent of XO as a competitive threat to LVLT? It's clear that XO is executing where LVLT has not. But does LVLT offer products/services (or lower prices, or larger network coverage, etc.) that XO does not? Assuming LVLT can get its act together and start executing, does XO represent a real threat?