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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: MangoBoy who wrote (606)4/9/1999 3:37:00 PM
From: Nick Papa   of 15615
 
Mark:

I would rather not say for personal reasons (unfortunately, my ID isn't very cryptive). There aren't too many companies in this space, but I can tell you they are east-coast based and have been the target of buyout rumors since January (when the wireless frenzy really hit).

Don't get me wrong - I don't think the technology is bad. I think they are overstating the capabilities and there are inherent problems with the plan that are not disclosed (for obvious reasons). There's a space for fixed wireless. I just think there's more space for fiber.

Regards,

Nick
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