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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Robert Sheldon who wrote (1539)8/23/1999 2:05:00 PM
From: Raymond Duray  Read Replies (1) of 15615
 
Hi Robert,

Thank you for the insights provided by the spreadsheet analysis. It begs the further question as to how the rate price discount of 51%/PA was arrived at? I am also curious as to whether you have any speculation as to the overall capacity of all submarine cabling worldwide and what percentage of that that GBLX owns today and going forward. Would it not be prudent to think that the rate of discounting will accelerate as we go forward? Or should we view this rather as a capacity increase that will occur due to more lambdas being applied through each fiber? And thus the value of each fiber decreasing as its utility increases? Just wondering.

Best, Ray
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