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

To: Theophile who wrote (11898)	6/18/2001 7:08:27 AM
From: Bill Fischofer	Respond to of 15615

Re: Railroads It should also be noted that following the collapse of the first wave of railroad overbuilding the survivors made fortunes. GX shareholders will be very pleased if telecom follows the same script.

To: Theophile who wrote (11898)	6/18/2001 2:34:00 PM
From: cfoe	Read Replies (1) \| Respond to of 15615

The NYT article seems to me to be the typical mainstream, "conventional wisdom-type" article. I only skimmed it, but nothing seems incorrect. The problem is that it may be missing the big picture. When fast connections are available to the home and smaller businesses, imho the increase in Internet traffic will rapidly gobble up the current bandwidth "glut." And I am not talking about just fiber or cable for the last mile. What about high speed wireless, including mobile wireless (QCOM's HDR via Sprint and maybe VZ comes to mind).