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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: M. Walton who wrote (13130)	10/5/1999 9:06:00 AM
From: QuietWon	Respond to of 57584

Rande, here's more on GBIX: 1.initial deal with UNFY (Linux) 2. Peering milestone 400th - BIG news signalling more to come! biz.yahoo.com biz.yahoo.com This are BIG items for the following reasons: 1. GBIX has been valued as an ISP and with inroads to major web-hosting contracts will become properly valued as a web-hoster -- don't believe me, what do I know, so go read the Bear Stearns and Lehman analyst reports 2. UNFY is Linux. Linux is big. Using GBIX for the bandwidth and fault-tolerance. GBIX has it's own network. Don't believe me, what do I know - read the articles, including one by TheStreet.com, about Exodus's outages with EBAY and the fact the Exodus leases lines. Several persons believe owning a network is a major key to future success. fnews.yahoo.com 3. Peering. ABOV (now part of MFNX) has only a few hundred peering relationships. So, GBIX has BLOWN AWAY Above in peering. And Above used to go up about $3-5 on single peering announcements. How much should GBIX rise on this news?? And GBIX has a smaller float than Above had. 4. Satellite market. GBIX has, along with George Soros, an ownership in NetSatExpress. BoA/Robbie Stephens on Friday said that satellite market growth rate will outpace the overall communications market growth rate over the next few years at least. biz.yahoo.com