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

To: terridex who wrote (10050)	2/26/2001 2:37:35 PM
From: akmike	Respond to of 15615

That may be true but IMO the major benefit is that these sales generate much earlier than other sources of revenue and a small % of capacity sold in this manner recovers all of the cost of building.

To: terridex who wrote (10050)	2/28/2001 12:01:39 AM
From: Ally	Read Replies (3) \| Respond to of 15615

>I believe that several sources have mentioned that most of the IRU sales are not dark fiber or even dim fiber, which means that most come with managed services. I believe Global's niche is providing turn key network. Not only does this lead to recurring revenue, but will most likely not be in over supply.< Terridex, Would you be able to retrieve the articles mentioning that IRUs are recurring revenue? Would like to look at this again. Interesting term IRU: Our business has been transformed," says Cohrs. "Eighteen months ago, the entire company was selling (indefeasible rights of use) on the Atlantic Cable; that was it. In our budget for next year we expect less than 2% of our revenues to come from selling IRUs on the Atlantic Cable."