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

To: quidditch who wrote (4079)	1/22/2000 1:38:00 AM
From: TechMkt	Respond to of 15615

Steve, Great write up and very pertinent points. Here is a clip from GBLX's Web page in the FAQ section. This should give everyone a better idea of their schedule. Fez _____________________________ What systems have you announced? Please visit our Network section on this site which provides an interactive map and technical specifications of the Global Crossing global fiber optic network. Atlantic Crossing 1 (AC-1) has been in service since May 1998. As of December 1999, Pacific Crossing 1 (PC-1) and Global Access Limited (GAL) commenced initial service, while construction of Phase I (13 cities) on Pan European Crossing (PEC) was also completed. Pan American Crossing (PAC) and Mid-Atlantic Crossing (MAC) will start initial service in February 2000. All other announced systems, namely South American Crossing (SAC), East Asia Crossing (EAC) and Atlantic Crossing 2 (AC-2) are all on schedule.

To: quidditch who wrote (4079)	1/22/2000 2:18:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 15615

HI Steve, sorry but I'm a little brain dead this evening. Were you referring to me or the other Frank? When you say Frank--maybe this week? Do you mean maybe this coming week the stock will soar? If that's what you mean... that's funny. You almost got me to answer that one. -g- Frank

To: quidditch who wrote (4079)	1/22/2000 7:15:00 PM
From: Robert Sheldon	Respond to of 15615

Robert, is there supposed to be any punctuation (like a ";") between "spectrum" and "they" or is street blinded by spectrum? It was supposed to be a really bad pun. Sorry (I seems to say that a lot). 4. Did WCOM suffer from ENE's debut? All I have to say about WCOM at this point would draw the Teddy police :-) For those willing to take into account psychology and other ways to look at the market (other than TA!) I offer this: Take a look at the QWST LCI merger and the collar structure. Take a look at the GBLX FRO merger and the collar structure. Compare both to the WCOM FON merger (note the collar structure here too) and the life that each deal has taken on. There are arbitrageurs out there doing this on purpose. A lot of $$$ has been made on these deals by the shaking out of "weak" arbitrageurs by the "strong" - I call the latter anti-arbs. OK, enough of this . . . I may sully my reputation . . . By the way, Myself and those next to me made a very, very healthy return on the GBLX FRO merger when we noticed the similarities to the QWST LCI deal (when the price tanked). 5. I still believe that quarterly earnings results for GBLX are NOT the story, at least until calendar 2Q 2001 or so. Only then--Global Center/AC1/AC2/PC1/and some of the other rings due to be completed/Softbank/HCA will have a chance to kick in to Hong Kong risers. We may have some nice numbers here and there between now and 12/00--but that's not the story. I agree on the "earnings" part! As to the riser deal, look how much importance the market placed on ARCC (Allied Riser) on Friday when QWST signed a deal with them. As I have said in the past there are so many hidden revenue streams, assets, and potential synergies, the market is giving GBLX away. 8. Robert, what exactly is the relevance and importance of the old real estate metric "sq ft" for the web hosting model, such as Global Centers and EXDS? Does the sq ft simply indicate the number and imputed capacity of network servers on the floor? And what are the metrics of $3-$5 of revenue per hosting$? It's a synergy measure and . . . It's relevance is that I have convinced three other analysts to use it to evaluate GBLX Global Centers (vs the other "contestants"). Creating a picture is sometimes more important than looking at it. The revenue metrics I referenced yesterday is a direct measure of synergy between the hosting and having your own slave lines rather than leased lines - I noted some time ago that this would start to be worked into models. My point a few days back is that the implied synergies is far better than I could have guestimated. FOR INSTANCE I moved the payback on the GBLX Racal deal down from less than 3 years to less than 1.5 years due to cross selling . . . Like I said GBLX just gets better and better. IT IS "THE" NETWORK FOLKS!