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

To: Theophile who wrote (10647)	4/15/2001 7:01:29 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 15615

I'd like to return to some of the questions and observations presented here in the past few posts, later on. What we are talking about here, of course, are the methods employed, and the financial implications associated with, carriers exchanging traffic and bandwidth supply with one another. These practices take many forms. Looking at the deeper implications, and if we choose to take it to the next step, we can also begin to discuss bandwidth trading in the commodity sense. The following article from the January 2001 issue of Business Communications Review (BCR) is a must read for newcomers to this arena, if they wish to attain a background in inter-carrier relations and purchasing arrangements. It focuses on the nascent bandwidth commodities trading markets, the Bandwidth Trading Organization (BTO) standard contract, including contractual language on liquidated damages. The latter has been a missing ingredient thus far in current spot markets. It also presents some historical perspectives on how the traditional carriers have interacted with one another for decades, and contrasts their outlook with respect to some of these newer proposed practices to some of the newer players' attitudes in these same regards. Many of the questions that have been raised in the preceding posts are also addressed in the article, with some of them answered in full. CARRIER NETWORKS Bandwidth Trading: What’s In It For You? from the January 2001 issue of Business Communications Review, pp. 26–30 by Sandra Borthick, technical editor of Business Communications Review If you're confused, or even a bit intimidated by the prospect of commodity bandwidth trading, rest assured you are not alone. Most traditional carriers feel the same way. Continued at: bcr.com; When you begin to explore some of these instruments as contractual arrangements between carriers you suddenly find out that there are no absolutes due to forces that would cause the disintegration of standard carrier business models, causing tensions between the new and the old, and an increase in the level of diversity that exists throughout the industry, with each passing day. There are no absolutes, only algorithms that point to a nexus of options where another set of algorithms must be used, and so on. No one - no carrier and no individual - has a corner, or a tight grip, respectively, on this market at this time.

To: Theophile who wrote (10647)	4/15/2001 7:23:03 PM
From: gruetz	Read Replies (2) \| Respond to of 15615

Martin T: I understand the need for secrecy amongst the telecoms. However, what about signing on MNC's or the likes of a SWIFT? Another question: Aside from the financial services industry, does the availability of GX's network to other carriers like WCOM,DT,T,etc. reduce the likelihood that the incumbents' MNC customers will find it advantageous to deal with GX directly rather than through the incumbent? That is, do GX sales to carriers cannibalize their desire to sign on global corporate enterprises?