Global Crossing - GX (formerly GBLX) Message Board

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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Teddy who wrote (835)	5/11/1999 6:16:00 PM
From: Nick Papa	Read Replies (1) of 15615

Thanks for the response. This is a great PR. But this has been in the news for some time. Maybe today the 'formal' PR makes the difference. If this is it, one could argue that a portion of GBLX (through FRO) will be compared to a company like EXDS. Note that INTC just recently announced that they would also be entering the 'data center' space to provide hosting services, with server farms between 2,500-5,000 servers per data center. This puts GBLX in the same space as Exodus, Digex, and Frontier. Also note that QWST has been expanding their services to provide application hosting, and just announced a deal with HWP and SAP. I think the applications hosting space will explode with companies like SAP, PSFT and ORCL moving into this space. I think GBLX has taken a back seat (i.e ignored) and maybe (just maybe) the market is starting to perceive the value of FRO and Globalcenter. Bottom line, the deal to acquire FRO was much better than originally received. And the good news is just starting. Again, just speculation on my part. If I'm missing the mark, please set me straight. Best Regards, Nick

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