Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: cfoe who wrote (11350)	5/18/2001 9:24:30 AM
From: TechMkt	Read Replies (1) \| Respond to of 15615

Martin, Here is some info from the TSIX shareholders meeting yesterday. I don't plan to be this abusive at the GX shareholder meeting, but I do plan to ask some probing questions. I figure I'll get a chance to ask about 2. I'll work with you over the next few weeks to craft a good set of questions. Fez ________________________________ During what was a relatively subdued meeting, one shareholder said he had watched with "unbelieving horror" what has happened recently to 360networks in the financial markets. "What happens over the next few weeks will likely determine whether you will even preside over another annual meeting," said Kenneth Peterson, an investor from Vancouver, Wash., who said the company is obviously "fighting for its life."

To: cfoe who wrote (11350)	5/18/2001 12:50:25 PM
From: Theophile	Respond to of 15615

cfoe, yes that is the correct direction, yet the multitude of permutations is something only a true Telco-Genius could appreciate...(no wonder ATT is dying, all the brain power went to GX or other startups<g>). IRUs are the raw property rights it seems, and leased services are probably 'on top of' this property, as an improvement in the property. Leased capacity seems to be more about leasing capacity with services included, and can be for relatively short time frames. Provisioning of services takes time, but not the unacceptable amount of time being offered by the incumbent Goliaths. When I return home, Mike, I have some copies of sample contracts I can copy off to you,...and will keep that project in mind. I need to look more closely at them too, as we are apparently getting more into the financial-wars versus the buildout-wars in this space. I know that Bill Fischoffer (sp?) on this thread has some good insights on the services end, maybe he has some URLs for us to peruse. I will be back home early Monday....mt Regards, Martin Thomas