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

To: Taylor Caruthers who wrote (494)	3/19/1999 6:22:00 AM
From: Robert Scott	Read Replies (1) \| Respond to of 15615

Bandwidth companies cannot make sustainable money selling capacity. GBLX sold capacity to finance it's network, much like QWST did. Now its a matter of building a telecom company for the long term. This is why they hired the ATT guy, this is why they bought FRO instead of IIXC - they need customers to fill their pipes so they need services, support, etc. The IXCs are building capacity between Asia/US and have capacity between Europe/US. When you strip it all away, I don't see how GBLX is that much different and thus shouldn't command much of a premium to the others - IMHO. Still I own some shares and think the company can become a major player but it will take some manuvering to do so.