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

To: FR1 who wrote (737)	4/28/1999 5:44:00 PM
From: Elroy	Read Replies (1) \| Respond to of 15615

Does anyone have a phone number for the replay of the GBLX conference call?? Thanks in advance, Elroy

To: FR1 who wrote (737)	4/28/1999 10:13:00 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 15615

on competitors and pricing Teddy, appreciate your sick humor, dont listen to fuddy duddies Gilder claims MCI/Worldcom is somewhat ahead of GBLX only insofaras its transatlantic pipe is already much faster... recall a 10 gigabit speed, which GBLX will match next year with its replacement... also I believe ATT is a murky competitor, but is bound my antitrust regulators... that is how GBLX got the ATT VP Undersea guy (limited horizon over there)... but MCI/WC is only ahead in transatlantic pipe, and may not have the vision, capability, or intentions to expand worldwide... MCI/WC is already very spread out, whereas GBLX is focused sharply... Gilder calls it "the next ATT, only much bigger" Gilder claims GBLX is carrying out a brilliant plan to touch continental soil with its photons only when absolutely necessary... that GBLX is busting up some tilted laws and regulations favoring old monopolies with oceanic rights, successfully too... the implication (though not stated) is that pricing by GBLX will be virtually unregulated from continent to continent, but very much subject to domestic oversight once the photons decide to complete their course inside a country... international law is way way behind in governance of this entire nextgen concept of global fiber network GBLX is a true missing link... greatest profit and equity appreciation come from missing links... pity the shorts, whose arbitrage is straight from MBA NumbNut 1.01 ... they forgot to check to see that missing links are being assembled for an unprecedented company story keeps getting better... my understanding is that Frontier's server farms will "serve" as cash cows to service costly junk bond debt... Frontier is to become a household name for domestic longhaul service, for all but "last mile"... hidden gem is the international internet telephony... with complete network and monster bandwidth, Gilder talks of minimal "hops" and nonexistent "lags"... I see zero upcoming regulatory oversight for this gem... am anxious to see what market will bear I am in, gonna diversify some of Qualcomm question: now at $30B in market cap including GlbMarine... in next five years, what upside potential??? thanks/ jim willie