Global Crossing - GX (formerly GBLX) Message Board

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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Frank A. Coluccio who wrote (127)	12/29/1998 1:08:00 PM
From: Kevin G. O'Neill	Read Replies (1) of 15615

>>If your goal is to capitalize on those who will make b-w more abundant from the creation standpoint, then I would go after the root... i.e., those cos whose business it is to drive the next several powers of ten into those backbones which are owned by your picks. Like MFNX, QWST, IIXC, CIEN, Pirelli, NT, LU (although the last two are not pure plays in this field, granted) some of the Terabit routers, emerging optical routing cos, etc. These will be the companies that your picks are currently, and will continue, buying from in the future in order to shore up their b-w deficits.<< I should think Level 3 would be a good candidate to add to this list.

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