Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (698)	12/15/1999 10:16:00 PM
From: BI*RI	of 1817

From Global Crossing thread: By Jim Seymour Special to TheStreet.com 12/15/99 2:13 PM ET Leo Hindery, the former cable-TV chief at AT&T (T:NYSE - news), who was pushed out after repeatedly arguing that the company would be better off if it opened its system to ISPs other than its pet Excite@Home (ATHM:Nasdaq - news), moved recently to Global Crossing (GBLX:Nasdaq - news). But Hindery's neither much interested nor much involved in Global's traditional business. He's there to get its new GlobalCenter hosting business up to speed quickly, ready for an early-2000 IPO. Look for GlobalCenter to go head to head with Exodus(EXDS:Nasdaq - news), and Digex (DIGX:Nasdaq - news) and the other big hosting outfits. But also expect Hindery to deliver an application service provider platform, with his own twist. Not as an ASP itself -- I suspect Hindery is wary both of the margins in the ASP business and in the missionary sell involved -- but as a hosting center for other ASP businesses looking for reliability, speed and a little better deal than they can get from the more established firms.

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