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

To: mozerd who wrote (3930)	1/12/2000 2:13:00 PM
From: Robert Sheldon	Respond to of 15615

The info over on the Yahoo site is mine, but I did not put it there . . . oh well . . . anyway, that information is outdated due to several segments being completed well ahead of schedule. By the end of Q1 2000 four more upgrades also should be completed and I will put together a new "max" revenue model. By the way rates are not falling at the 50%+ rate I had assumed (its slower) . . . also demand seems to be accelerating (more elastic) more so than my earlier prognostications . . . for every 50% drop in rates it looks like we are seeing 200%+ (filling in the gap in revenue acceleration created by the less than 50% decline in rates) increase in demand rather than the 175% I have mentioned in the past. I attribute this to the whole idea of the power of a network . . . as more people utilize an asset it requires others to utilize the same asset to the profit (speed & connectivity = cost savings) of all involved. This also recently was seen in Finland and other northern climes in the wireless area (SNRA is interesting). Folks there have increased useage exponentially as it becomes a "necessity" to have this "tool". It is no different in the business world and big bandwidth.