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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Thomas Tam who wrote (2265)10/1/1999 8:53:00 PM
From: Robert Sheldon  Read Replies (2) of 15615
 
*OT sort of, with GBLX selling bandwidth to possibly every telco in the future, and the thought of voice ultimately being free (in a sense), just how much bandwidth is required to make a voice call?*

1) Voice WILL be FREE - GBLX (Winnick) stated at the conference I referenced before that they could give it away for free now but they do not want to alienate certain customers . . . and their finance handlers won't let him do it.

2) Voice circuits are 64KBPS, which is 1DSO or VGE (voice grade equivalent). To put this in context, our friends at GBLX have capacity for in excess of 25 million DSOs between North America and Europe alone (this will soon be upgraded to capacities unfathomable by folks like you and I). BUT VOICE EQUIVALENT CIRCUTS ARE NOT THE POINT. Manipulation of lambdas (essentially single strands of spectrum) is. Frank C. can help you with most any question in that area.

3) Voice revenues are growing at 8% MAX. per year . . . data is growing at a rate of at least 45% a year - some have cited 125% as reasonable going forward as new telecommunications technologies are adopted and leveraged. Voice will go to revenue zero.
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