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

To: mthomas who wrote (1497)	8/16/1999 2:07:00 PM
From: quidditch	Read Replies (2) \| Respond to of 15615

Bandwidth glut, undersea and OTA. I guess my concern is overcapacity. I think that it may have been Robert (I'm getting out my Rand McNally now) Sheldon who posited that GBLX has approximately 40% of the undersea fiber capacity extant today. Even having purchased the Global Marine fiber laying division, how many new entrants have announced plans to lay new fiber (perhaps with enhanced DWDM characteristics, like AllWave) at the bottom of the ocean? What about LU's announcement about photonic transmission over-the-air? What about filling the photonic pipes, which, presumably, was the thrust of the move on USW? And here, I agree with you, it may have been a shrewd preemptive move, Annunziata knowing of his QWST's buddy's lust for power. Disclosure: I have been in GBLX since December, when it did seem GBLX had a lock on tying together the missing photonic bandwidth links. Since then, it seems anyone can get into that game. My doubts haven't prompted me to sell or prevented me from thinking about adding. But the last three months histrionics have me questioning more clearly the reasons for GBLX's future success. This is probably ground that Frank has been over ad nauseum, and Frank and Robert had a nice little colloquy on ROI on bandwidth metrics (although I came out differently than Robert's response). Regards. Steven PS: Robert, let's see, your English sounds native, so I am going to arbitrarily and presumptuously eliminate the Nordic zones (besides, my atlas has lots of white, blotches there), so that leaves me with Taslina, Koldern, Ross River. But lookee here, at about 62o 40' No. Latitude, we have Sheldon Point. Coincidence? Spent some time up Tok way myself more than a few years back. Caught me a bunch of grayling, too.