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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Frank A. Coluccio who wrote (1206)6/19/1999 4:40:00 PM
From: lazarre  Read Replies (1) of 15615
 
Frank, I am constantly amazed by your depth of understanding of the issues that are core to the merger debate that ensues between the players, investors, and all concerned.

From your current comments, I gather that the FRO/GBLX merger is the one us investors should light candles for; if so, I agree. I personally have a USWest voodoo doll.....pins poised. I'm baffled by Nacchio's lust for this property unless its just to foil...even so, it still begs the question: why?

Just one other question. Do you see some of the latter gen. CLECs
( NOPT, ITCD, ESPI, e.g ) as survivors, even victors in this telcom. soup that's simmering? Or do you perceive too many overlaps with the likes of the Level 3's and QWSTs?

L
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