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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Teddy who wrote (2119)9/25/1999 1:16:00 PM
From: Frank A. Coluccio  Read Replies (3) of 15615
 
Teddy, I think that it would depend on how finely Global could dissect and select the parts it wants. It needs to keep itself (even if only appearing) to be in a pristine class of the next gen photonic movement. Picking up copper, switches and poles of USW would have egregiously contaminated this elevated state of being, call it image, which is all important to their various psychological presences - both operationally and marketwise.

I felt this way, marginally, at first, about FRO, until I explored their Global Center operations and their unfolding POP plans, which actually stunned me - causing me to retract some of my earlier misgivings and statements which I made here, for lack of prior knowledge... even if I do have some misgivings about them dabbling in email and other office automation services, at this time.

The mission of GBLX should be on a higher plane than those of the incumbents. There is nothing but room for enormous growth on the higher plane, while legacy-entrenched players are highly vulnerable to the same pitfalls which plague all of those who suffer from old age.

If GBLX ever finds itself in a position where they must re-synthesize the underpinnings of the past, they will stumble hard. I trust that they will stay above the line, despite their earlier misguided courtship.

Regards, Frank Coluccio
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