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

To: Theophile who wrote (11981)	6/19/2001 6:04:13 AM
From: DukeCrow	Read Replies (1) \| Respond to of 15615

Anybody know anything about the Qwest fiber system? In regards to the additional 7k of fiber, it looks as if it is a patchwork of pieces from other carriers' networks. biz.yahoo.com Qwest has been working on these expansion initiatives for the past fifteen months, and acquired these new routes through transactions with other carriers, taking advantage of favorable pricing for existing assets available in the marketplace. As far as the rest of the 113k outside of NA and Europe, I really don't have a clue.

To: Theophile who wrote (11981)	6/19/2001 8:36:53 AM
From: Lance Bredvold	Read Replies (1) \| Respond to of 15615

Martin; Your question stirs me to tell you that I am very confident of a few details of the Qwest system. It was predicted to be 18,000 miles long a couple of years ago. As would be expected by their lineage most routes are along rail lines about 15 feet off the tracks and 4 feet deep. The sections I know about had 4 conduit plowed in adjacent to a previously installed Worldcom conduit in eastern states. The largest is the only one with cable pulled and is over 2 inches diameter. The other three were empty but proven, between 1 and 2 inches diameter and stacked above the larger one. Of course, KPNQwest is the place to look for European capacity answers. I am not very familiar with that. I believe the above are accurate statements and probably all I know. Much plowing was done by rail mounted locomotive equipment, at least through urban areas. I have recently been wondering about the sale of long distance assets in USWest's franchised 14 state region to Montana Power (done as an imposed condition of the merger). Were the actual installations of fiber sold or just some fiber, IRU's or conduit? Or was Qwest able to keep the fiber while selling the long distance business as I suspect? As I look at GX's balance sheet, I see that good will is about as large as stockholders equity, (well they were the day I looked, now considerably larger--about $10 or $11B as I recall). I have done no close analysis of where that good will came from or whether it is of significant earning capacity. I suspect it isn't and was simply overpaying for companies when prices were high. And shares were issued for a lot of purchases, many of which wound up in the hands of the founder. I have been around a while and find a billion shares of stock which we will soon have outstanding if there is no reverse split, to be significantly large. I look forward to earnings per share while being rather nervous about just how many IRU's are available and the risks of physical damage to assets without which we have no business - but a lot of lawsuits. L.

To: Theophile who wrote (11981)	6/19/2001 9:19:59 AM
From: Ally	Read Replies (1) \| Respond to of 15615

>Re: Qwest Were they in business under another name? I cannot find anything about their fiber system. Perhaps they are a member of a number of club cables? < I also find it odd Q's news headline of 113,000 global miles. When/how did Q build their global network? Is it being truthful by calling it's network "seamless" and "total control". Suspect it is a fragmented, contractual type of network with an assortment of suppliers, and not one that it built and have total control over. It looks like Q is trying to emulate GX's business model. Even their press release seems to describe what GX is doing. Even LVLT is changing its business model to emulate that of GX.