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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: gruetz who wrote (6293)5/25/2000 12:02:00 PM
From: SecularBull  Read Replies (2) of 15615
 
The recent weakness has rattled some investors with a shorter time horizon than the rest of us, and there is some selling into strength.

You've already seen that with Q, and LVLT is just in its trading range. Q is heading to wrap up its merger, and that is helping buoy its stock.

It is my anticipation that LVLT will be the crown jewel of telecom networks in this century, while GBLX will have the dominant position. To be the crown jewel doesn't mean that you have to be the dominant player, just the one with a great business plan with superb execution.

LVLT's management and truly scalable network make it superior strand for strand in the pipe. GBLX is simply going to have a much larger network (they're more aggressive worldwide, while LVLT is cherry picking markets with a superior network design). There's room for both, and they'll both be winners, imho.

Q is a blend between the two. Why own Q (and USWorst), when you can own LVLT and GBLX? (Sorry, I got a bit off track.)

Regards,

LoF

LoF
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