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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: gruetz who wrote (10644)4/15/2001 3:25:47 PM
From: Bill Fischofer  Read Replies (1) of 15615
 
Re: Also-rans

I think most will hang on for another 12-18 months, perhaps longer. The longer the better from GX's perspective. Once GX turns cashflow positive I think folks are going to be amazed at the amount of cash the company is capable of generating. If the stragglers manage to limp along for another two years GX should be in a very strong position to bid on the choice morsels. Thanks to Metcalf's law, the value of a network is proportional to the square of its size. Having the first and largest truly global network means that additional network assets will gain proportionately more when part of GX's global network than as part of a regional network. I believe this is why GX management was talking about "game over" in another year during their analyst day presentations. Once the network effects fully kick in it will be virtually impossible for anyone else to catch GX.
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