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

To: quidditch who wrote (1402)	7/20/1999 12:19:00 PM
From: John Carragher	Respond to of 15615

Well, he is our consultant. When Frank speaks(posts) we all listen(read).

To: quidditch who wrote (1402)	7/20/1999 12:33:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 15615

Hi Steven, John, Thread, Yes, it's a step in the direction that GBLX must take, now that it appears that FRO will be their mainstay IP component. A good choice, given what all else FRO's GC has been doing thus far. At a minimum, this will serve to provide GBLX with an answer to LVLT's IP voice initiatives, as well as those of QWST's. LVLT's, in fact, will actually be based on the same platform (LU's Softswitch). All of a sudden, incidentally, LU, with these two commitments, has emerged as a clearly top-seeded contender, in my opinion, in the evolving public 'net based multi-services arena which portends to supplant a good part of the PSTN services mix going forward. Two years out, and even some time leading up to that point, we should begin seeing some real subscriber churning going on. My thoughts on this announcement today remain very positive, although somewhat clouded and confused as I try to envisage an operating structure, despite my views being very positive, overall. I guess I need a better understanding of GBLX's/FRO's combined Global Center-centric strategies, as separate from the other physical cable laying layers, where this new initiative is concerned. I'm quite certain that those strategies are more like "works in progress" than anything that resembles a published business plan document. But in terms of "strategizing," which has really now been relegated to "tacticalizing" in many ways due to the Internet Time syndrome, that's the way it is. As an aside, I also can't help reflecting on some discussions I've had with some of the principals who are involved in this undertaking, and others who have been aligned with them, concerning using such leading edge technologies of this kind in the past (e.g., voice over frame/IP, fax over 'net). Wow, what a difference just a couple of years can make. Regards, Frank Coluccio