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

To: Thomas Tam who wrote (2265)	10/1/1999 8:37:00 PM
From: CF Rebel	Read Replies (1) \| Respond to of 15615

Thomas, I think I read somewhere that a voice call takes about 40 kbps. Frank Coluccio can probably tell you for sure. Keep in mind that bandwidth demand will be little impacted by voice. Pure data is where it's going to come from. Voice, digitized, is data. I've been thinking lately about what will be the first real driver of that demand outside of business. Personally, I think it will be advertisers. Think of the banner ads you see at all the sites that can't say a heck of a lot. They just sit there, dead (and not taking much bandwidth to be put on your screen). Now, imagine every ad as a video window, a moving picture. That gets the eye. Every one of us has been conditioned to watch moving pictures, to watch something unfold. A banner ad doesn't do that. Video ads will probably be more successful in generating revenues for sites. Advertisers will be very creative in getting you to click on the video ad. I think we're pretty successful at blocking out the banner ads. Along with these, I'd also expect to get plenty of video ads in my junk email. You won't even click. Your window will simply show a production that, if executed cleverly enough, will cause you to watch it. And all of this is going to use huge amounts of bandwidth, especially the larger and better the pictures get. CF Rebel

To: Thomas Tam who wrote (2265)	10/1/1999 8:53:00 PM
From: Robert Sheldon	Read Replies (2) \| Respond to of 15615

OT sort of, with GBLX selling bandwidth to possibly every telco in the future, and the thought of voice ultimately being free (in a sense), just how much bandwidth is required to make a voice call? 1) Voice WILL be FREE - GBLX (Winnick) stated at the conference I referenced before that they could give it away for free now but they do not want to alienate certain customers . . . and their finance handlers won't let him do it. 2) Voice circuits are 64KBPS, which is 1DSO or VGE (voice grade equivalent). To put this in context, our friends at GBLX have capacity for in excess of 25 million DSOs between North America and Europe alone (this will soon be upgraded to capacities unfathomable by folks like you and I). BUT VOICE EQUIVALENT CIRCUTS ARE NOT THE POINT. Manipulation of lambdas (essentially single strands of spectrum) is. Frank C. can help you with most any question in that area. 3) Voice revenues are growing at 8% MAX. per year . . . data is growing at a rate of at least 45% a year - some have cited 125% as reasonable going forward as new telecommunications technologies are adopted and leveraged. Voice will go to revenue zero.