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

To: N. David Lessani who wrote (3580)	12/13/1999 10:22:00 PM
From: BI*RI	Read Replies (1) \| Respond to of 15615

Do you subscribe to Briefing? If so, do you find their analysis valuable? TIA, Marc

To: N. David Lessani who wrote (3580)	12/14/1999 12:19:00 AM
From: jeremic	Respond to of 15615

FWIW- I've loaded up on GBLX at 23, 40, and today at 50- Tonight I will finally be able to sleep peacefully as I consider myself fully invested to the level I've wanted. The fact that GBLX has a unique set of assets is one thing, however its the synergies of these assets that will make this company a global powerhouse (i.e. $300-$500 million market cap in 5-7 years). Can Exodus compete with Global Centers if they don't own a network (and in fact lease from GBLX)? What service carriers can compete for international voice and data if they don't own an ENTIRE end-to-end global network- they have to pay every time a packet hops on or off somebody else's network. (these are rhetorical questions by the way). I know GBLX will not be the only player, but they will be leading and innovating in this space for decades. I can't wait until they get their sites set on the local loop and purchase one of the LMDS companies (nxlk? tgnt? wcii?), this will be a significant 'domestic' piece of the puzzle IMHO- glad i got that off my chest- jeremic