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

To: barry fowler who wrote (3955)	1/12/2000 11:30:00 PM
From: quidditch	Read Replies (1) \| Respond to of 15615

Barry, there may be a fair number of investors, including some on this board, who have the same question. Those of that persuasion see GBLX's business model becoming more and more blurred, compared to the relatively pure play that GBLX represented just seven months ago. I, for one, do not necessarily subscribe to that critique, though it may yet prove to be valid. This management team is so deep, so experienced (and let's hope so focused and not foolish) that there is a Mme. Defarge out there knitting the plan together. The short answer to your question: so that broadband traffic filling GBLX's pipes is not limited to delivery through the fiber backbone and to the fiber risers that reach some corporate nets. Since metro deployment of fiber is as yet still very limited, that traffic flow could get choked, slowed down, once it leaves fiber nodes and enters the legacy pstn where fiber is not available. Developments in delivery of broadband through wireless (MMDS and LMDS--TGNT, MFNX, Winstar and others) to get you past "last mile" bottlenecks have been a hot item. LU is involved, and I think GBLX is the first to publicly commit to give commercial tryout to LU's wavestar. Then there is also Q's HDR, but that may be in a different league. The answer is getting traffic to the greatest possible number of users. Steve