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

To: Frank A. Coluccio who wrote (3869)	1/7/2000 5:28:00 AM
From: JDN	Read Replies (1) \| Respond to of 15615

Dear Frank: Are you Greenspans Brother?? What the Hell did you just say?? haha. Do we buy or not? That is the question. haha. Try and respond in 4 letter words. haha. Sorry Frank, just couldnt resist it. Its been one hell of an evening and not a friendly looking morning. JDN

To: Frank A. Coluccio who wrote (3869)	1/8/2000 7:35:00 PM
From: Teddy	Read Replies (1) \| Respond to of 15615

Frank, while i agree in principle that Global Crossing (and others) have been leveraging the "next generation IP" part in their schtick, while downplaying almost entirely (in some cases, entirely) their role in all things "traditional," I think that this is more a function of what is "news worthy" then a designed effort to create a perception of the business that does not fully reflect reality. Imagine, if you can, the impact if Global Crossing issued a press release Monday, just before the opening bell, with this headline: Rotchester Telephone completed Record Number of 911 calls in December: Availability exceeds 99.999%. Personally, i would yawn: "OK, this is America, of course i get a dial tone." I think that these companies recognize that they are "expected" to repeatedly remind us that the things they are building today will radically change life as we know it. Most likely, many PR departments have programs that automatically insert keywords (most advanced, IP, global fiber optic, WDWM, Internet, end to end...) at random locations in all press releases. I have noticed, fortunately, that the number of companies telling us how fast they can move GLOC's from point A to point B has decreased in recent months. (good definition of GLOC here: Message 12460710 ) Anyway, i do have a question about one statement your post: See, for example, the release that was posted here yesterday concerning the deal with Ireland. Does it leave you with the impression that they were about to go out and buy a couple dozen central office CLASS5 switches? No, is does not give me that impression. Is that really what they have to do, or could they just buy a couple of high end access concentrators integrated with SS7 ? Thanks for your response (this must be covered some where, so if you want to just link back to the last time you explained it, i'll read it more slowly.) Teddy