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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: MangoBoy who wrote (1218)	4/11/1999 3:24:00 PM
From: Frank A. Coluccio	Respond to of 5853

Mark, thanks for the corroboration. It seems like this thread has three different, yet related, discussions going on right now: one by air, one by land, and one by sea. "can someone outline the reasons why GBLX/FRO suddenly has a technology advantage over QWST?" Where did you pick that up? Some may be equating FRO's GlobalCenter contribution as a gainly leap forward ahead of the pack, but I don't see it that way. At least not with as much force. Then again, I don't fully understand GBLX's strategy yet. Does anyone? My opinion is that they should be placing as much of the richest fiber deposits in as many oceans as possible, while they are still at the head of their game. Personally, I think that the FRO takeout will prove to be a distraction to their internal resources at this time. But like I said, I don't fully understand their strategy yet. And Annunziata has proved me wrong at times, in the past.

To: MangoBoy who wrote (1218)	4/11/1999 6:26:00 PM
From: Angela B.	Read Replies (2) \| Respond to of 5853

The Edge is the last mile..Isn't it..??? The way George explains it ..Gblx/Fro..can hook up the household at a reasonable price and QWST cannot..Please give your input..

To: MangoBoy who wrote (1218)	4/12/1999 10:44:00 AM
From: Scott C. Lemon	Respond to of 5853

Hello Mark, > adding to what Frank said: you should talk to the companies > directly and listen to them discuss their fiber and conduit > strategies before drawing conclusions. Oh ... I have ... and continue to! ;-) I've been following them for years since the original plans started to leak out. Both are a "no brainer" to me ... > QWST has tons of modular expansion capability with a maximum fiber > capacity near 1000 fibers in most parts of the U.S. long-haul > network. Being that you are now providing some additional input, can you be more specific on what you mean by "tons"? I think it's interesting that you comment on getting information directly from the companies, and then throw in a general statement which provides no detail or comparitive values ... Using your terminology, do you have a measurable comparison between the "tons" that LVLT is putting in the ground, to the "tons" that QWST is placing? As I stated originally ... I'm betting on both! ;-) Scott C. Lemon