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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Frank A. Coluccio who wrote (1012)5/24/1999 8:43:00 AM
From: quidditch  Read Replies (1) of 15615
 
Frank, assuming what you say is true, and assuming that there would be no management team more attuned to this unalloyed potential, future demand than GBLX's management team, why is GBLX laying such relatively "few" strands, notwithstanding that down the road (underwater cable) DWDM technology will continue to put more lambda at backbone and local carriers' disposal? This will still require GBLX's Global Marine sub (pun intended) to physically re-deploy the lasers, gratings and what-not to enable the DWDM multiplexing. Why not lay it at 24 strands now? Is it a question of component (laser modules or other) or fiber supply constraints, cost?

BTW, am also impressed with your grasp and scope. Been away from the thread for a while as I am busy at the office and traveling. I am as perplexed as anyone at the dizzying array of deals that Annunziata has put together in the few months he's been on board. A couple of general observations: to those who are disappointed by the USW announcement and the subsequent price action, and declaring their desire or act of jumping ship, the thread might be reminded that GBLX's price was jump-started again after the announcement of Annunziata's joining the team (I want to guess the run from the low 40's (post-split) to the 60's was largely due to the Street's enthusiasm for Annunziata's track record). Second, it is way too early in this company's history to begin setting store by this or the next few quarters' earnings numbers. Just not relevant as to why one would be in this stock.

Thanks and best regards. Steven
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