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

To: Gary Hoyer who wrote (3068)	11/3/1999 6:47:00 PM
From: Robert Sheldon	Read Replies (1) \| Respond to of 15615

Another reason there will be a capacity shortage... Time to get the blood flowing in this thread again! Last night I posted (http://biz.yahoo.com/bw/991102/ny_global__3.html) a link that discusses GBLX's new IP over OC-192 . . . a few observations! 1) There ALREADY IS a capacity shortage! As I detailed in my CC notes most of North American Crossing was full. So full that GBLX is installing two new OC-192's in the Northeast (they had only origionally planed one by the end of the YEAR). 2) The IP over OC 192 is very very very very very very important. It takes their optical transmission network from 2.5 Gbps to 10 Gbps. Hey that's a 4X increase! 3) The beginning of the end of SONET and ATM is HERE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Now, these technologies will make lots of $$$ over the next three years, but look out5 below from there. IP allows us to squeeze out good ‘ol ATM (and SONET eventually). No more fancy compression algorithms (can you really believe our vice president invented all this stuff!?) no more crappy packet header sorting! We are getting ready for the time when packets will not be offloaded at every switch so that their headers are read. IP rocks! IP is the beginning of an all optical network (this means no circut based switches). Get ready for some serious capital implosion at several companies. WE witnessed history last nigh, and as usual, no one noticed. This link is one of many white papers I have that demonstrate, in a reasonable manner, why the aforementioned has and will continue to occur. By the way the chart on the front of the paper should convience you ALL that GBLX will be a gold mine . . . montereynets.com P.S. do not forget that traffic is DOUBELING every 100 days . . . :-)

To: Gary Hoyer who wrote (3068)	11/3/1999 6:52:00 PM
From: Robert Sheldon	Respond to of 15615

Hey! look at this . . . cnbc.com AOL/Blockbuster need for more bandwidth! WHOHOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO! (today was very good to me)

To: Gary Hoyer who wrote (3068)	11/3/1999 9:31:00 PM
From: Nick Papa	Respond to of 15615

FWIW: I have a cable modem using the Cox@Home network (Phoenix, AZ) and you can forget about downloading movies. Not sure if they're MPEG2 or not, but no way - no how - no time of day or night. Not complaining - WAY better than a dial-up connection. Just not the performance that I was expecting. Regards, Nick

To: Gary Hoyer who wrote (3068)	11/4/1999 3:23:00 AM
From: 2MAR$	Read Replies (1) \| Respond to of 15615

Global Crossing Announces Early Termination of Hart-Scott-Rodino Waiting Period Related To Its Acquistion of Racal Telecom Business Editors & High-Tech Writers LONDON--(BUSINESS WIRE)--November 4, 1999--Global Crossing Ltd. ("Global Crossing") announced today that it has been notified by the United States Federal Trade Commission and Department of Justice of the early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 for the filings made in connection with the acquisition of Racal Electronics Plc's telecom business ("Racal Telecom"). Global Crossing's acquisition of Racal Telecom is expected to be completed later this month and remains subject to the approval of shareholders of Racal Electronics Plc.