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

To: Jim Willie CB who wrote (1403)	5/1/1999 12:24:00 PM
From: Frank A. Coluccio	Respond to of 5853

>I firmly believe that if a call from New York to London or Munich soon costs 10 cents per minute, callers will increase monumentally< Jim, MCI has just announced 9 cent per minute all day Sundays, to Western Europe. It wasn't long ago that they used to do specials like this at 10 cents per minute on Sundays for stateside-only calls. I think that before GBLX gets into that level of service, they'll focus on establishing an unbeatable internatinal Layers One-Two-Three infrastructure, first. This, despite their early acquisition of FRO. FRO, in my opinion, is a place holder at this time. Fro needs to complete their infrastructure deployment too, in the direction they have set out. I don't see FRO in this tier of service either, offering cheap commodity voice service, at this time. I don't think that Annunziata and Co. want to waste precious time and resources competing for that kind of thing at this time. I think that George Gilder is absolutely right on this one. We're looking at a monumental displacement play here.

To: Jim Willie CB who wrote (1403)	5/1/1999 4:22:00 PM
From: Morgan Drake	Read Replies (1) \| Respond to of 5853

Appearances can be deceiving. Whether it's 10 cents a minute or free, ya gotta know somebody there you want to talk to. Absent that, what's the point? Businesses don't care whether its 10 cents or 20 cents a minute. If the call has to be made, it has to be made. Now consider this. Supposing the phone company was willing to pay YOU 10 cents a minute to make calls to Europe. Since you don't know anybody there, you would just have to be randomly dialing numbers. Aside from the fact that the person who answered didn't speak English or didn't care to speak to you (you're a cold caller), why bother? You'd be working for minimum wage. (Yes, I know this is a stupid post but it's already typed.) Morgan