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: Sol W. who wrote (594)	4/7/1999 9:42:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 15615

<<I was into the Sats over a year ago, and will not give up on G* and I yet, however, I did not anticipate how quickly and pervasive a company like GBLX would become.>> Hi, Sol. I certainly agree that the massive fiber rollout and how it influences the viability of the sat's business plans is well worth keeping an eagle eye on. It will all require diligence on the part of fiber and sat investors (of, which, you and I are both). Regards.

To: Sol W. who wrote (594)	4/8/1999 12:13:00 PM
From: Nick Papa	Read Replies (2) \| Respond to of 15615

IMHO, Sats are still not reliable enough. Last year when North America lost most of its paging for a couple of days, the media went nuts. For us, it was very tough to get through to some of the sales people (very frustrating). But that was peanuts compared to the bigger issue. Imagine the e-business that's about to explode over the next few years. Would a company doing a few $B in sales be concerned about reliability? Companies like Dell, CSCO, and Intel who do $MM in sales over the next would also go nuts if they lost service for a couple of days. I'm sure the Sats would have some backup plan, but the news would crush them (IMHO). So fiber will most likely be the preferred choice (assuming it remains competitive). I agree that Europe and the Third World are going to grow like mad to catch up. GBLX is in the prime spot to benefit (as long as they can continue to execute as well as they have). Best of luck to all, Nick