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

To: jopawa who wrote (9496)	12/14/2000 8:29:03 AM
From: HW Bowman	Respond to of 15615

jopawa, thank you muchly for this post of COO Gary Cohen's speech. It is the most broad yet succinct statement that I have seen of GX's business plan/philosophy and the reasons for tremendous optimism about the future of this company.

To: jopawa who wrote (9496)	12/14/2000 12:43:50 PM
From: Theophile	Respond to of 15615

Yes Jopawa, thanks for the Gary Cohen newsie. Here are some interesting points: "MNCs will not accept this nightmare for much longer…not as their core business applications become network enabled." I would like to rephrase the last part, simply by exchanging the word "enabled" to "dependent"...and then figure what that would imply. About all the different aspects of bandwidth management...and knowing how INEPT ATT is at even generating a correct billing on a wireline telephone...or how incapable MCI or PacBell (SBC) is at getting their act together to service a residential customer with simple services....and then to see the better level of sophistication in residence at my cell phone carrier...and then to imagine the level of expertise and competence required for a fiber optic network...to deliver multiple services to multiple destinations with multiple accruing charges and multiple needs, all for a single customer, and then to handle several thousand customers...I do not believe T, nor SBC, nor at this point even MCI can compete in an effective manner when it comes to a bare-bones data-centric network wanting to take all the business...yes, this article you posted is quite revealing as to the complexity in this global fiber net business. Martin Thomas