I'm a bull with no dough. Waiting for 2 of my underperformers
( a definite euphimism or understatement, here :-( ) to recover a bit to free uo some cash.
I am chomping at the bit at below 49 or so. Will it happen?
Just one cautionary note and perhaps one of the REAL telcom gurus on this board could comment on how this may or may not effect the likes of GBLX or any of the other broadbands we fool around with:
<<Japanese Qwest' Threatens NTT
By Kenneth Cukier at CommunicationsWeek International
16 February 1999
An Internet service provider, consumer electronics maker and corporate titan in Japan have jointly unveiled a
new, high-speed data network for business customers with tariffs way below those of the dominant carrier,
Nippon Telegraph and Telephone Corp.
Crosswave Communications Inc. (CWC), a joint venture of Internet Initiative Japan Inc., Sony Corp. and
Toyota Motor Corp., will offer managed network services with point-to-point bandwidth ranging from 1.5
megabits per second to 600 Mbps, achieved using dense wave division multiplexing (DWDM) technology on
an optical fiber infrastructure.
"CWC is the first in Japan to build data-dedicated, ultra-high speed network infrastructure and launch
services over the network," said Junko Higasa, a company spokesman.
The venture will initially target large manufacturing companies as well as media companies such as
newspapers, television stations and publishing companies.
CWC's services will begin in April in the Tokyo-Nagoya-Osaka corridor, and will reach all of Japan by
March 2000. Specific tariffs will be released in March, but CWC claims they will undercut NTT's by at least
50%>>
The point being this: One core strategy of GBLX is setting up a beach front in the Asian market. If this CWC could do whatever its doing in Japan, could it not do the same on the mainland? And, perhaps, do it better?
L |
