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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Frank A. Coluccio who wrote (10643)4/15/2001 1:47:51 PM
From: gruetz  Read Replies (2) of 15615
 
Thanks Frank, Martin T, akmike: I enjoy the discussion, but am also a bit confused by it all as I am not a telecom techie. I would greatly appreciate each of your summary opinions on whether you think GX is a good investment at current valuations despite some of the concerns about what happens during the pending liquidations and consolidations. Is the current IMO low valuation for GX justified by the questions being addressed here by you all on this thread or is it just caught up in the negative sentiment of a bear market? At this stage, just how much of a market premium is justified for GX over other MNO's? Is there a prominent place for a horizontally focused MNO after the liquidations and consolidations? Is GX worth much more than its current valuation to a vertically focused incumbent? Finally, what timeframe do you see for the demise of the lesser MNO's? Are FTHL and TSIX that close to biting the dust? Does a longer timeframe play to GX's advantage?

One more question: Do the carriers such as DT and WCOM have a desire to see a single MNO prosper over others (causing an earlier liquidation phase)or would they prefer to spread their business ensuring the less than prosperous survival of several MNO's?

Finally, is there a bandwidth glut? Is business "ROCKING" IYO as Robert's research seems to indicate?
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