Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Teddy who wrote (1739)	9/6/1999 8:01:00 PM
From: J Gunn	Read Replies (1) \| Respond to of 15615

Mum's the word! Had difficulty on Yahoo thread, demand vs. supply vs. price. I thought future demand explosive, but then read this interesting quote from interview with Jim Crowe, LVLT: "If he's right, Level 3 and its competitors - including Qwest, IXC, Global Crossing and the Williams Cos. - are prepared to spin fiber into gold." "If you drop the price 1 percent, is demand going to go up more than 1 percent or less than 1 percent?' Crowe asks, happily engaged in a techno-Socratic dialogue. "Now you'd think in an industry as big as communications, and as globally important as communications, that would be one of the best-researched questions of all time. Yet, there's absolutely no research that is of much use at all.' There are a lot of research companies out there like Pioneer and I think it's RDK publishing reports. I wonder if he doesn't believe them or if he is saying, "It is so big no one can know." Everyone is sure betting a lot of money that it is HUGE.