Post #2 by weatherman on the Lumen Technologies board

Stocks A to Z / Stocks L / Lumen Technologies (LUMN)

Unthreaded | Threaded | Whole Thread (2)

Prev | Next

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 3

lumen has the distinction of being among my largest tax-loss harvest sales.
it was quite the value favorite among the few remaining value shops, all who abandoned (except maybe front street cap?).

one item i never really thought was addressed...
a lot of revenue\profit value was once in the final hundreds of yards of premium fiber to corporate office space pre-cloud transition.
but the work from home presumably disrupted this, as employees were primarily connecting to data centers, and not much use of those last hundred yards to their (former) corporate office space.
(sure, this may be some local office service activity, but how much? maybe at the small corporation level.)

so now the pivot is to those hundreds (thousands?) of small data hubs, as where future value may lie.

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (2)

Prev | Next

Announcements

Lumen Technologies FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.