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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: EJhonsa who wrote (29163)8/1/2000 10:28:34 AM
From: JDN  Read Replies (2) of 54805
 
Dear Eric: You have actually stumbled upon the reason why GBLX may in fact one day be a gorilla and why I believe GG recommends it. It is basically as follows: Dropping rates plays right into the field manual for GBLX to keep competition OUT. It goes something like this: It gets evermore expensive to lay transoceanic fiber optic cable/ meanwhile, through technology its possible to push more and more through the existing "pipe" thus GBLX can in fact drop rates (their costs are fixed) making it financially impractical for a competitor to lay their own pipe. Meanwhile GBLX continues to have great margins as its working off of volume. Now, this is all in the future, at this point systems are not even yet all in place, but I believe I have described the game plan. JDN
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