George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Angela B. who wrote (1221)	4/11/1999 7:50:00 PM
From: MangoBoy	Read Replies (1) of 5853

<< The way George explains it ..Gblx/Fro..can hook up the household at a reasonable price and QWST cannot.. >> How? Can you paraphrase GG's argument? And is the household really the key market for fiber barons? As far as I know, FRO doesn't own its physical plant at the local level. most of FRO's local lines are resold ILEC copper. FRO's national backbone is just a sliver of QWST's and I've never heard it claimed that FRO was doing anything technologically unique vs. QWST. FRO is fifth (maybe sixth) in U.S. long distance, QWST is fourth. QWST on the other hand has local fiber loops in 10 U.S. cities (19 by end of year), recently announced it will significantly accelerate its local plans (probably via acquisition: ESPI, ARTT, ELIX, GSTX, MCLD, WCII, TGNT, and HYPT are the usual suspects) this quarter and next, and has equity stakes in both COVD and RTHM.

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