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

To: robba67 who wrote (13317)	8/10/2001 3:32:01 PM
From: M. Charles Swope	Read Replies (1) \| Respond to of 15615

Robba, Thanks for your intelligent response. As I am long GX myself, your pointing out their position at the "chokepoint" was encouraging. I was just trying to dispel the notion that the supply of fiber was going to dry up as GX's competitors collapsed into bankruptcy. Your analysis sees a bright future for GX without making that highly dubious assumption. Charlie

To: robba67 who wrote (13317)	8/10/2001 8:35:35 PM
From: RobertSheldon	Read Replies (3) \| Respond to of 15615

think you are absolutely right in your assertion that the fiber in the ground will be used, whether by the co's No exactly . . . over 35% of the total fiber in the ground would be cost prohibitive to light. This is part of the fallacy of the bandwidth glut thesis.

To: robba67 who wrote (13317)	8/10/2001 9:37:35 PM
From: Theophile	Respond to of 15615

If the installed fiber is taken on by incumbents it will eventually get lit and maintained, but when? GX stated their Revenue Run Rate Reduction was due to Failed Carriers, since they are not needing future capacity. It will take time for those presently making use of the failed carriers services to find new providers, and during that time I suspect very strongly all that planted fiber will lay fallow. I view this question as part of the time-to-market aspect, and as such the failed carriers represent benched capacity, not on the field for the near term. Martin