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

To: Rupert who wrote (3542)	12/12/1999 3:14:00 PM
From: barry fowler	Respond to of 15615

Photonic processors An upcoming IPO is a small company called "Avanex". They develop photonic processors for optical networks. Makes sense they could do well in the context of the developing internet, using fiber optic networks. Could be some synergy between them and GBLX. However, the company is relatively small. Assuming this industry is/will grow, there must be larger competitors to deal with. Lucent? Anyone know much about the industry?

To: Rupert who wrote (3542)	12/12/1999 4:20:00 PM
From: Zebra 365	Read Replies (1) \| Respond to of 15615

Lest anyone think that a 22 year-old is singlehandedly responsible for GBLX Venture investments..... JDN I agree that I would not want a 22 year-old managing a whole mutual fund, my point was merely that we should not discount some of the people moving at the front edge of this technology merely because of age. Background of the other team members and Portfolio of Global Crossing Ventures, (formerly Frontier Ventures) frontierventures.com Michael Cohen Michael is responsible for the day to day operations of Global Crossing Ventures, Inc., including origination, execution and portfolio management. Prior to joining Frontier Internet Ventures, Inc. (the predecessor firm to Global Crossing Ventures) at it's inception, Michael was an Investment Banker with CIBC Oppenheimer's Technology Group in Menlo Park, CA. While with CIBC Oppenheimer, he focused on mergers and leveraged acquisitions, as well as both public and private offerings of equity and debt. Prior to CIBC Oppenheimer, Michael was a Senior Consultant with KPMG Peat Marwick, LLP. At KPMG, Michael provided strategic financial advisory and management consultancy services to clients in a variety of industries. Michael graduated with honors from Connecticut College with a B.A. in International Political Economy. Paul Santinelli As vice president of technology and applications for Frontier GlobalCenter, Paul Santinelli is responsible for the vision of data and Internet applications and services that will lead Frontier Communications' global Internet strategy. Prior to Paul's appointment as vice president of Frontier GlobalCenter, he was vice president of Technology Solutions' Strategic Marketing Group in San Jose, CA. The group focused on providing start-up companies with marketing and business direction, as well as being the relationship broker with partners and the venture capital community. In 1996, Santinelli joined Narrative Communications and helped develop the industry leading, streaming Internet advertising format, Enliven. During the past 8 years, he has held various product management and marketing positions in the enterprise and desktop software arena with a host of companies including Lotus Development Corporation and Compuware Corporation. Paul has gained extensive experience providing vision and leading companies in the software and Internet sector over the last decade. Currently, he appears as a regular "industry pundit" on ZDTV's Silicon Spin and often speaks at industry conferences on the topics of streaming media, bandwidth and E-Commerce. Santinelli holds a B.S. in Business and Organizational Communication from Emerson College in Boston. In his spare time, Paul is a co-author of Spot On, a monthly column offering perspective, new thoughts, and trends relevant to communications, technology strategy, the Internet, and their impact on society. More information, including how to subscribe can be found on the website. Paul serves on the advisory boards of Kiva Software and Mobility.Net. Current Investment Portfolio Corvia Networks Building multi-terabit switching systems for SONET/SDH optical transport networks. Narus Developing enabling technologies and solutions that transform customer and network data into intelligent, actionable information and knowledge about your business. NorthPoint Communications A competitive local exchange carrier (CLEC) focused exclusively on delivering dedicated data to growing business nationwide through wholesale agreements with service provider partners. Ticker: NPNT Interesting Chart... siliconinvestor.com Pluris Develops IP core telecommunications switch routers offering carrier-class availability and the long-term capacity growth that service providers will require in the next generation scalable IP optical core. Sonus Networks Delivering a new class of carrier solutions that enable the movement of telephony to converged packet networks and the development of a new generation of innovative voice and data services. Zebra