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

To: Teddy who wrote (925)	5/17/1999 10:47:00 AM
From: Teddy	Respond to of 15615

strange: Top 15 Largest Insider Purchases (05/07/99 - 05/14/99) Co. Insider Value Rel. Trade Dates Shares Holdings ($ 000s) (000s) (000s) AMFM HICKS THOMAS O 36,219 CB 04/06/99-04/22/99 742.5 N/A DOL MURDOCK DAVID H 33,058 CB 04/05/99-04/23/99 1,031.7 N/A GBLX CONWAY JR WILLIAM 24,188 D 04/12/99-04/12/99 2,015.7 2,015.5

To: Teddy who wrote (925)	5/17/1999 10:58:00 AM
From: Frank A. Coluccio	Read Replies (4) \| Respond to of 15615

Hello Teddy, thanks for those interesting posts this AM. Let's take a different slant on this. Could a lot of this stimulus be coming from plain old international telephone service? Make that, Global Optical Telephone Service. GOTS. Okay, you Italians out there, cool it. Seriously, though, think of the implications of a traditional POTS powerhouse, currently enjoying only survival-level margins in a highly regulated environment, suddenly joining forces with an emerging global carrier in a thrust into global optically based voice services. It could potentially be so awesome as to be globally disruptive. I treated this idea briefly in the Last mile thread. See: Message 9560645 Better yet, I'll save you the trouble, and reprinted it here: --------From the Last Mile Thread: " I'm sure this will make the FCC pretty happy.<G>" Mike, even noting your grin symbol, the US has in fact had an issue with the PTTs around the globe, and Commerce has been attempting to get other players on the international scene to comply with some tariff and settlement rate reform. Last year the FCC even went as far to threaten (very diplomatically) the rest of the world by implying that if they didn't conform to lowered rates soon, the US wouldn't block the many VoIP and other Internet voice initiatives that are already afoot, effectively, and that this would be used to offset their intransigence. In other words, they held VoIP over the heads of the PTTs as an implicit threat. GBLX is still too young to have fully developed an international long distance posture, much less a position on many of these matters, but I can see them in a disruptive role here which could be used to force the hands of many PTTS... if Global should elect to take on a packetized mode of voice delivery. GBLX can't do this alone right now, at least not in a timely manner. A larger player [like USW or even a BEL] would be very useful here, however, and USW's perception of such an opportunity would be higher than many would give them credit for, I believe. Profit margin opportunities in international voice are far more attractive [downright lucrative] than domestics, and international offers immeasurably more growth visibility, as well. Yes, my sometimes latent predisposition to the bleeding edge is showing here, again, I'm sure, but it does make for good, albeit, a stretched sense, of speculation. Any thoughts? Comments welcome. -----------end clip It's also interesting to recall that NYNEX, now a part of BEL, once had a very strong interest in underseas activity, leading up to the original FLAG initiatives, which causes me to conjecture, speculate on the possibilities of other of the remaining Baby Bells possibly entering the picture, at some point, in some kind of hostile bidding exercise. All thoughts welcome. Regards, Frank Coluccio