Global Crossing - GX (formerly GBLX) Message Board

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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Sol W. who wrote (594)	4/8/1999 12:13:00 PM
From: Nick Papa	Read Replies (2) of 15615

IMHO, Sats are still not reliable enough. Last year when North America lost most of its paging for a couple of days, the media went nuts. For us, it was very tough to get through to some of the sales people (very frustrating). But that was peanuts compared to the bigger issue. Imagine the e-business that's about to explode over the next few years. Would a company doing a few $B in sales be concerned about reliability? Companies like Dell, CSCO, and Intel who do $MM in sales over the next would also go nuts if they lost service for a couple of days. I'm sure the Sats would have some backup plan, but the news would crush them (IMHO). So fiber will most likely be the preferred choice (assuming it remains competitive). I agree that Europe and the Third World are going to grow like mad to catch up. GBLX is in the prime spot to benefit (as long as they can continue to execute as well as they have). Best of luck to all, Nick

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