Global Crossing - GX (formerly GBLX) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Global Crossing - GX (formerly GBLX)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Carragher who wrote (1312)	7/12/1999 10:53:00 AM
From: Frank A. Coluccio	Read Replies (2) of 15615

John, the press release was interesting. What's been missing in many of the latter day releases on this subject has been the strategic significance of what picking up FRO would mean to GBLX. Without FRO or an EXDS-like company, or even an mfnx/ABOVE.net, for that matter, GBLX is almost entirely lacking in an IP foothold on the 'net where peering, and even supporting ISP functions (and content providers) is concerned. IMO, GBLX would be best served - indeed they absolutely must pick up - an IP stronghold that could bolster their organization for the future. The longer time goes by without an FRO-like company, the greater their exposure is to competition from their already-Internet-capable rivals (WCOM, LVLT, QWST). FRO is quickly becoming just such a player in the IP sector with its Global Center ops, and without them or someone similarly situated, there remains a gaping hole in GBLX's global agenda. Effectively, the global overlays which GBLX is putting in must be made IP aware. Regards, Frank Coluccio

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next