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Technology Stocks : Global Crossing - GX (formerly GBLX) -- Ignore unavailable to you. Want to Upgrade?


To: Frank A. Coluccio who wrote (1377)7/18/1999 5:40:00 PM
From: Raymond Duray  Read Replies (2) | Respond to of 15615
 
Hi Frank,

High marks one again for the excellent post. You win, I give up. <gg>
Your points about the necessity for more peering in Europa are well taken. Clearly, the legacy arrangement that exists today needs to be modified, and I know that there are several private organizations working on that issue right now as well as IETF, ITU, FCC and ETSI. GBLXs PEC plays into this, as does the LVLT initiatives in London, etc. T/BT will be a player in this as will that ol' gorilla, WCOM. That said, I do not believe that there will be any slackening of demand for raw bandwidth no matter how elegantly the DNS issues are resolved. The growth in overall demand is just to phenomenal, IMHO, to justify any concern about underutilized cables in 'the Pond".

Frank, this statement has me a bit baffled: When the IETF and other Internet governance bodies (in tandem with the ITU - oy!) get their collective acts together establishing global peering points in the UK, Belgium, and elsewhere (and when similar undertakings are completed in other regions of the world over the next five years) What I don't understand here is the role of the regulators in 'establishing the peering points'. The recent history in the US has been that private peering, permitted but not established by the regulators is the solution de jour. Things like ABOV's PAIX and the ATHM parallel network come immediately to mind. From what I can see, Mae-East, Mae-West and the public NAPs are taking proportionally less and less traffic as we go forward in time. (And a good thing too, without private peering the world wide wait could easily turn into the world wide standstill.) My point is that the regulators will not be in the driver's seat on establishing peering in Europe but will have a looking over the shoulder role to play at best. Comments?

If they pick up ABOV, then they might also be looking to pick up MFNX Now Frank, please, don't go giving anybody any ideas here. I was just basking in the warm glow of ridding my portfolio of US Wurst induced nightmares and now you want to go and introduce yet more unfathomable complexity to the mix? All of these stocks have recently tanked on merger concerns. Isn't it time to give it a rest and get on with "laying the cable, stupid!" as Jim Carville might want to put it?

Mi Dos Centavos, Ramon



To: Frank A. Coluccio who wrote (1377)7/18/1999 7:57:00 PM
From: voop  Read Replies (2) | Respond to of 15615
 
Frank Have you thought about NXLK and GBLX to get the last mile connection in place...does this make any sense? What's up with Nextlink anyway?

Voop