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

To: TechMkt who wrote (4353)	2/17/2000 8:42:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 15615

I have been debating dumping Q. However, I still think that the company ought to do well. I need the diversification, so I'll probably stick with it. LoF

To: TechMkt who wrote (4353)	2/18/2000 12:13:00 AM
From: Dan B.	Respond to of 15615

Good lord, now that is something. Lack of capacity and frame-relay problems...correct me if I'm wrong, but didn't George Gilder essentially predict this? Reminds me that I heard MCI/Worldcom say, a few weeks ago on CNBC(I paraphrase), "some of us players in this space don't invest in capacity until it's needed." I thought that was a shot at GBLX. Hehehe, "build it and they will come" or, perhaps they are coming with demand whether you've got it built or not. By the time GBLX captures a ton of business, some of these outfits STILL might not see enough business to want to build-out with a vengeance. If so, the true builders will dominate. OR, sorry, perhaps that goes without saying. Dan B