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

To: mmeggs who wrote (1902)	9/9/1999 7:03:00 PM
From: djane	Respond to of 15615

tele.com. AT&T, MCI, Now Global Crossing "Get It" teledotcom.com ?September 9, 1999 ? By Jeffrey Kagan MCIWORLDCOM GOT IT. AT&T BT got it. Now it looks like Global Crossing and Microsoft get it. Information in tomorrow's economy is as important as oil in yesterday's. And the companies that control the distribution channels for information on a domestic and global scale, are going to be the big winners--at least as important as the companies that control the distribution of gas and oil. We are at the beginning of a revolution that's changing the way we communicate, share and distribute information, and conduct business. Sometimes we get lost in the noise of all the competing claims and confusing announcements of al the players. But one thing is for sure--It's all about information and communications. Information is the commodity, the currency, of tomorrow. Communications is the highway tomorrow travels on. Microsoft is investing is a variety of communications companies. From AT&T to Global Crossing. They see the future, and realize they won't be selling software in blister packs at CompUSA forever. Customers will be downloading it in the blink of an eye on high speed networks from here to Katmandu. So Microsoft has a vested interest in investing in high speed data networks that go around the block or around the world. Global Crossing is trying their hardest to go from zero to hero in just a few short years. Only a year ago we were saying Global who? Only two years ago they had their coming out party. Now all of a sudden they're buying Frontier, making a run at US West and doing deals with Microsoft. All of a sudden they are a player. What's next? You can be assured they aren't done yet. Asia represents an enormous opportunity. They are the fastest growing region in the world, but their phone and data networks are in sorry shape. Bringing high speed competition to the Asia market is just laying the groundwork for the future. The future for communications companies like Global One, and the future of other companies who will use these data networks to expand and grow their businesses worldwide. The opportunities here in the states are enormous, but the opportunities in Asia dwarf even them. What it means for information managers is they will have more competition for communications and information services on increasingly vital worldwide routes. Competition should keep service levels and innovation high and prices competitive. Pull back the camera a little and we can see that this is one initiative in a much bigger picture. What it means from the longer term, historical perspective, is that information is the new oil. It's what's going to keep the engines of commerce, governments and economies running smoothly. And like oil, protecting and ensuring the free flow of information will be one of the most vital tasks corporations and governments will face in the new millennium. Jeffrey Kagan is an Atlanta-based telecom industry analyst and commentator. He is a frequent speaker at industry conferences and corporate meetings and author of 'Winning Communications Strategies' (Aegis Publishing). He can be reached at jeff@jeffkagan.com. or visit his Web site at jeffkagan.com.

To: mmeggs who wrote (1902)	9/9/1999 11:55:00 PM
From: ahhaha	Read Replies (2) \| Respond to of 15615

How much stuff is it? What does $500M buy? To whom indeed are they selling and what are the buyers doing with it? You should investigate this closely like I have and I think you're going to be disappointed by what you find. It is bad enough how it is being used, but it's worse that trying to make it work so that you can work it profitably is proving to be intractable. The core of the problem is multiple color management over multiple endpoints. Keep it simple up to what exists electronically and its ok. Wander into added value land and the problems and their costs rise non-linearly with throughput. Perhaps at the square. None of this is particularly unknown and I've read plenty about in tech journals and on SI. CIEN is in a strong uptrend and so that suggests the buyers are gradually working out the initial bugs. Why not invest in CIEN?