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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (16251)	1/25/2000 11:40:00 AM
From: SecularBull	Respond to of 54805

LVLT has trans-Atlantic cables, and will have a trans-Pacific cable. You're right to say that this type of cable could propel a company to king-status, but there is competition. However, TYCO's declaration that they're not going to lay undersea cable for other companies any more does act as a barrier to entry. Yet, in the end, I think TYCO better start laying cable again for others, lest they be out-flanked and replaced as a contractor by competitors with deeper pockets. It was suggested on this thread that GBLX could be a king, but I agree with you. Their market penetration will never be high enough to reach that level. STRONG PRINCE, IMHO. A king if merged with Qwest/KPN or LVLT. Regards, LoF