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: Kevin G. O'Neill who wrote (147)	12/31/1998 11:47:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 15615

Hi Kevin, I think that it should suffice to state that LVLT, along with every other carrier that has gained the moniker of "fiber baron" is being called upon by large enterprises and specialized carriers [mostly specialized startups] for plain vanilla bandwidth, as well as IP-centric services. Business is business. I feel that b-w, in and of itself, will be important, but it will not be their core strength. They can buy b-w relatively cheaply in volume, such as long term IRUs. Networking technologies, OTOH, and the melding of disparate legacy platforms with an emerging IP universe through some period that will define 'the transition,' will be their core strength. All in due time, IMO. Happy New Year, Frank C.