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

To: RobertSheldon who wrote (12632)	7/13/2001 11:09:45 AM
From: Bill Fischofer	Read Replies (1) \| Respond to of 15615

Re: Writedowns The fundamental problem is that optics is moving at least twice as fast as Moore's law which means that even a six-month disruption in sales flow is completely devastating to many marginal players as it means basically writing off an entire generation of equipment. So the larger question when rummaging through the bargain bins is who has the financial stamina to survive and be ready to supply the then-leading-edge products needed for the next upcycle? Just one more reason why the risk/reward balance has shifted from the "pick and shovel" guys (e.g., CSCO, JNPR, JDSU, etc.) to the "mine owners" (e.g., GX)

To: RobertSheldon who wrote (12632)	7/13/2001 2:40:42 PM
From: Tiger	Read Replies (3) \| Respond to of 15615

GX and the 2008 Olympics. Beijing had just been awarded the 2008 Olympic Games. IMO, this is good news for GX since it is best positioned to provide communication services for the Olympics between China and the rest of the world through its completed network and business relationships with China (via the Asian Global Crossing and the Hutchinson joint venture). Well, on the other hand, 2008 might be too far away for "investors" these days. Any thoughts?