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

To: Sam Salomon who wrote (6298)	5/25/2000 4:34:00 PM
From: SecularBull	Respond to of 15615

The focus of both companies is different. LVLT is going to be more of a wholesaler of bandwidth to businesses and other telcos, while GBLX is probably going to be like a mini-WCOM (only better). LVLT does not seek worldwide coverage to the extent that GBLX does, nor does it seek the degree of penetration in areas that it serves. What it does seek is to provide an intercontinental super backbone for bandwidth traffic. GBLX is further ahead of LVLT in its network buildout, and is likely to have much higher revenues than LVLT over the longer term. However, I would expect that LVLT will have better margins making it more competitive with GBLX on an earnings per share basis. CPQ and DELL is not a good analogy Sam. The potential market for bandwidth is huge, and the cap/ex for the networks is huge as well. I think that both LVLT and GBLX, in maintaining a control over these explosive markets, will be shooting fish in a barrel throughout the next decade. I expect that WCOM will do well, too. AT&T is too big to be written off, but if it weren't for its size, I would. It is a dinosaur, imho. Regards, LoF