SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Global Crossing - GX (formerly GBLX) -- Ignore unavailable to you. Want to Upgrade?


To: Teddy who wrote (3896)1/9/2000 12:32:00 PM
From: quidditch  Read Replies (2) | Respond to of 15615
 
Teddy, I think that you come down hard and a bit too hastily on Robert (not that RS needs anyone to take up the cause on his behalf). I posted last week how important I thought the Hutchison-Whampoa connection was (implicitly seconded by Frank), based on my own work with a client in the industry. But saying that, without more, does not respond in substance to your skepticism, which is soundly based. After all, the Vod poster Robert cites acknowledged that his theory was speculation and nothing more. I searched for, but could not locate, the VOD press release referred to by the poster on Yahoo to which Robert refers. Therefore, I am unable to read and construe it to reach an opinion that supports either you or Robert. If anyone is able to find the release, it would be much appreciated by the thread if you were to post it.

However, on the other side of the ledger, it seems a bit far-fetched for VOD to announce in advance the selection of a software platform to be announced at a future date. That kind of build-up may well presage the announcement of a more substantial alliance, such as a carrier's platform. There is so much happening now in the PRC internet space, in terms of new entrants, regulatory upheavals and market demand within China, that it certainly would be timely to announce joint venture partners and/or infrastructure to address that part of the internet space. (Just consider this more groundless speculation to add fuel to the fire <gg>.) We'll know soon enough.

Steve



To: Teddy who wrote (3896)1/10/2000 9:45:00 AM
From: Robert Sheldon  Read Replies (1) | Respond to of 15615
 
The reason I was so intrigued was that the folks you mention "AT&T, WCOM, BT and DT" do not have access to China. GBLX does.

I posted the piece primarily to point out that we could have a real nice alliance firming up here. Of course, $$$ on the side certainly would not hurt my feelings either.

Anyway, don't shoot the messenger.