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

To: Douglas G Prettyman who wrote (3126)	11/7/1999 8:58:00 AM
From: Frank A. Coluccio	Respond to of 15615

Douglas, the press release you posted highlights an interesting aspect, a kind of fallout, resulting from the combining of GBLX and FRO. The associations we draw from Frontier and Global Crossings don't mean the same thing as they once did. One now needs to be more deliberate in interpreting what a piece of news actually means, wrt to where its relevance lies, both from the perspectives of geography and service mix. This will hold true for some period, I suspect, until homogenization kicks in across the board. In the link I'm responding to, the release is pointing to legacy PSTN/ISDN/T1 switched technologies, exclusively, although that point isn't mentioned. In earlier releases this week we read about GBLX making strides to escape these technologies, making advancements in Voice over Internet. Upon first glance one would imagine that this (VoIP) would be most relevant in the international sector, pointing to heritage GBLX, but deeper scrutiny reveals that here, too, it's primarily a Global Center thing, pointing to heritage FRO. The IP over OC192 prospect? You guessed it, FRO. Is there still any question in anyone's mind as ro the value of the FRO deal? Comments, corrections welcome. Regards, Frank Coluccio