Global Crossing - GX (formerly GBLX) Message Board

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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Joe Wagner who wrote (4490)	2/24/2000 9:32:00 AM
From: Bill Fischofer	Read Replies (2) of 15615

Content vs. Conduit As followers of George Gilder know, the cardinal sin of the telecosm is the mixing of content and conduit. If GG is right then AOL-TWX is doomed from the start and it is the last model that GBLX should wish to emulate. GBLX seems focused on leveraging its global network with a services portfolio rather than a content portfolio. Wall Street is obviously slow to get the big picture but it seems that the SSB report shows that they are catching on. When they really do today's depressed prices will be a distant memory.

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