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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Frank A. Coluccio who wrote (2713)10/17/1999 12:49:00 AM
From: CF Rebel  Read Replies (1) of 15615
 
Frank,

I read with interest the post you referenced as it might relate to GBLX strategy. In particular:

“Within the same metropolitan area, for example, one could start with an ILEC, hand off to a CLEC at the transport service level, ship to an IXC which takes you to an ISP or backbone provider across a LATA boundary, and descend at the opposite end in the reverse order, over yet another set of carriers, altogether. Most of these might be providing you with both physical and upper layer services, but some might be providing you with virtual links at the upper layers, only!”

It seems to me that GBLX management views solving this multi-carrier complexity as a potential gold mine. It also seems that both their announced metro strategy and their interest in the Lucent WaveStar OpticAir system points at that.

Message 10498778 (Lucent's WaveStar OpticAir system)

Do you think that someday Winnick's 30% rule-of-thumb could be obsoleted by a worldwide optic network of still unforetold robustness that reaches all levels (with both the required redundancy and diversity)? Could this be what they are really trying to get at, even if this took 10 or 20 years? Is this technically feasible for one service provider? I don't see why not.

Thanks again for your contributions.

CF Rebel
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