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

To: Bill Fischofer who wrote (4497)	2/24/2000 9:43:00 AM
From: Bruta	Read Replies (1) \| Respond to of 15615

Look at the "content" mess w/Excite@Home... Without the Excite deal, ATHM would be @185 today and ready for a split. BTW, I just bought ATHM back two days ago, it is still the cable modem leader (2mil subscribers soon).

To: Bill Fischofer who wrote (4497)	2/24/2000 1:17:00 PM
From: Joe Wagner	Read Replies (1) \| Respond to of 15615

Bill, If Cable Operators are conduits for movies, then I guess what I am kind of thinking here, is that by being a worldwide conduit to the major population centers of the world, that Global Crossing in a way could become like the worlds largest open systems Cable Operator but over the internet, which is an open system model (of course this would only be one of the many network hats that they could wear). Different than the AOL Time Warner Model that wants to cut out the competition and cram advertising in your face for their product. Eventually the Movie Distribution system that the studios use will go from Film, to Digital Movies, that are fed out over satellite or networks to the theaters to play on digital projectors. Companies like Universal are open system movie companies, in that they work with many different producers that use their facilities. It just might be a good market to control, the lowest cost distribution network for movies. Owning Universal would just insure that you had a secure foothold on the doorway to the distribution system. It would just be another revenue stream for Global Crossing that could also boost its image as the premier network to connect to. As far as owning the content, I think the AOL model is faulty if it closes off competition on its network. Content that flows on Open Networks will be superior and in the long run have an advantage. Just having a little fun here thinking about different possibilities to see if any of them make sense. JW