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: Spekulatius who wrote (13291)	8/9/2001 11:49:58 PM
From: DWB	Respond to of 15615

But that $2B capex a year is still $3 to $4 billion less than they are currently spending, so that will be a big boost to their bottom line. DWB

To: Spekulatius who wrote (13291)	8/9/2001 11:58:18 PM
From: RobertSheldon	Respond to of 15615

Within the 2003/04 timeframe for example, GX will have to spend on 40 GBIT. What is the depreciation of 11B$ in lit fiber? My guess is that at least 2B$ capex a year is necessary to keep the stuff state of the art. Its closer to <$1B (my guestimate) begining in 2003. Also it should be noted that companies like KVHI will be providing 40Gb modulators at fraction of what 10Gb modulators go for now . . . in other words certain developments are working into GX's favor - yes, I know . . . this is just one minor example. Anyways, I thought I'd throw my 2c at you ;-)