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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: RobertSheldon who wrote (8837)11/4/2000 8:15:17 PM
From: Ally  Read Replies (1) of 15615
 
I was responding to your seemingly facetious response to think of GBLX as a "cash cow... mmmmmoooooooo!"

My original question was to solicit comments and views of people here (presumably more familiar with this company/industry than I) on the probability of an eventual glut of fiber optics pipelines such that the operators can no longer get a decent return on capital. Just like the long distance business now where supply/capacity far exceeds demand. Besides what the company says, is there any independent studies anywhere to show that demand will exceed supply for many years to come?
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