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

To: Frank A. Coluccio who wrote (1012)	5/24/1999 8:43:00 AM
From: quidditch	Read Replies (1) \| Respond to of 15615

Frank, assuming what you say is true, and assuming that there would be no management team more attuned to this unalloyed potential, future demand than GBLX's management team, why is GBLX laying such relatively "few" strands, notwithstanding that down the road (underwater cable) DWDM technology will continue to put more lambda at backbone and local carriers' disposal? This will still require GBLX's Global Marine sub (pun intended) to physically re-deploy the lasers, gratings and what-not to enable the DWDM multiplexing. Why not lay it at 24 strands now? Is it a question of component (laser modules or other) or fiber supply constraints, cost? BTW, am also impressed with your grasp and scope. Been away from the thread for a while as I am busy at the office and traveling. I am as perplexed as anyone at the dizzying array of deals that Annunziata has put together in the few months he's been on board. A couple of general observations: to those who are disappointed by the USW announcement and the subsequent price action, and declaring their desire or act of jumping ship, the thread might be reminded that GBLX's price was jump-started again after the announcement of Annunziata's joining the team (I want to guess the run from the low 40's (post-split) to the 60's was largely due to the Street's enthusiasm for Annunziata's track record). Second, it is way too early in this company's history to begin setting store by this or the next few quarters' earnings numbers. Just not relevant as to why one would be in this stock. Thanks and best regards. Steven

To: Frank A. Coluccio who wrote (1012)	5/24/1999 11:57:00 AM
From: CF Rebel	Respond to of 15615

Regarding your post on the MRVC thread, "This headroom provisioning is a key component in the school which subscribes to adequate bandwidth supply supporting "overbuilding" in the attempt to avoid congestion and bottlenecking. This is not unlike how Gigabit Ethernets are being used in great numbers today, when only marginally more than a hundred meg is called for. Headroom." Does this refer to the backbone generally or the wide area, and, would each have differing levels of headroom requirements? What would be optimal headroom - 4X, 10X, etc., usual throughput? Thanks for the great posts. CF Rebel

To: Frank A. Coluccio who wrote (1012)	5/24/1999 9:49:00 PM
From: Tlac	Respond to of 15615

Frank, it highlights the supply-demand dynamics that will make even its limited infrastructure...that much more valuable Bingo. Kelly

To: Frank A. Coluccio who wrote (1012)	5/24/1999 11:28:00 PM
From: quidditch	Read Replies (1) \| Respond to of 15615

Frank: Some confirmation for your views, and a URL::NEW ENTRANTS MUST MOVE QUICKLY TO CAPTURE DARK FIBRE A survey of Dark Fibre availability and pricing in Europe conducted over the past three months by Phillips Tarifica Ltd, the London-based telecommunications consultancy, offers some hope for new market entrants, providing they move swiftly. The survey confirms that Dark Fibre is strategically important to companies planning pan-European operations, but that current availability is limited largely because a significant proportion is now controlled by entities within operating groups associated with BT. However the report identifies where new opportunities are arising in Europe, owning companies and pricing levels, and suggests forward strategies for network growth. Pricing too revealed the advantages of owning Dark Fibre. On one route from Paris to Frankfurt for example, the report reveals a differential of more than 500:1 between the retail and Dark Fibre price per fibre kilometre. May be able to post URL. Regards. Steven

To: Frank A. Coluccio who wrote (1012)	5/24/1999 11:30:00 PM
From: quidditch	Respond to of 15615

URLs related to the previous post. Results of this research will be revealed at the Carrier Wholesale Markets Conference in Dublin, 15th-18th June 1999. carrier-events.com To access a free copy of the study overview click here: tarifica.com

To: Frank A. Coluccio who wrote (1012)	5/25/1999 10:00:00 AM
From: Mika Kukkanen	Read Replies (1) \| Respond to of 15615

US West in crisis? (Cross posting of mine from the US West thread, an apology if posted already) Will this be a problem? Check this address: teledotcom.com Colorado Says US West Networks Near Crisis By Loring Wirbel, EE Times A NEW AND POTENTIALLY HAZARDOUS wrinkle has emerged in the announced intent of Global Crossing and US West to merge. The proposed merger continued to get hammered by Wall Street through mid-week, while the Colorado Public Utilities Commission made a withering announcement Wednesday that US West's infrastructure in the state was reaching crisis proportions. ……………………………………………………… "Everyone picks on Global Crossing for being an infrastructure company that rose out of nowhere, but the real facade may be on the US West side," said one telecom analyst, who requested anonymity. ……………………………………………………… While the PUC has tangled with US West in the past over the company's attempt to offer digital subscriber line (DSL) services in urban areas while many rural regions cannot get data speeds above 4,800 bits per second, the new warnings from the PUC are unprecedented in theirharshness. The commission got thousands of calls from Colorado residents following early May floods, complaining that US West had told them they could be without basic phone service for weeks or even months. PUC members said Wednesday this was due to conscious decisions by US West executives to avoid upgrading copper plant in order to increase profit margins. They warned US West would face a series of hearings this summer in which fines and mandates to improve service by specific dates could reach unprecedented proportions. One telecom analyst close to Global Crossing said off the record that "the PUC warning makes clear something that investors are slowly realizing. Everyone picks on Global Crossing for being an infrastructure company that rose out of nowhere, but the real facade may be on the US West side. Global may be buying a network that is literally close to collapse in many of the states in which US West operates."

To: Frank A. Coluccio who wrote (1012)	5/30/1999 10:28:00 PM
From: Frank A. Coluccio	Respond to of 15615

Nortel and Tyco have joined forces to lay more submarine cables. biz.yahoo.com Nortel Networks and Tyco Submarine Systems Ltd. Sign an Agreement to Jointly Offer Terrestrial and Undersea Global Optical Communications Networks TORONTO, May 25 /PRNewswire/ -- Tyco Submarine Systems Ltd., (''TSSL'') and Nortel Networks* (NYSE: NT; TSE) have entered into an agreement to jointly provide their customers with optical solutions for global terrestrial and undersea communications networks. Such a collaborative effort will enable the deployment of very large intercontinental optical networks for global carriers deploying *the Optical Internet.* [emphasis mine] TSSL, a leader in the development, installation and maintenance of undersea communication networks, and Nortel Networks, the world leader in high-speed optical networking, will collaborate to bring fully integrated network offers to their global customers. With this agreement, TSSL and Nortel Networks are executing their shared vision to provide end-to-end networking solutions available from both companies. The scope of this agreement includes joint marketing, supply, services, and possible research & development. ''Nortel Networks is the world's leading supplier of high-speed optical networks that have a complete terrestrial and wireless solution set for creating telecommunications of the future, including the new Internet,'' stated Neil Garvey, president of TSSL. ''By working together, our two companies will fully meet the total telecommunications international network needs.'' ''We are pleased to enter into a strategic relationship with TSSL,'' said Mike Unger, president, Optical Networks, Nortel Networks. ''As new large international high-speed networks are being built at a fast pace to keep up with the growth of bandwidth associated with new Internet applications, our two organizations will develop leading-edge solutions for high-speed global networks.'' The total cumulative addressable market for such high-speed undersea and terrestrial networking solutions is estimated at over US$15 billion by year 2002, according to the industry analyst firm KMI. Tyco Submarine Systems Ltd., a wholly owned subsidiary of Tyco International Ltd., is an independent supplier of undersea communications systems and services. TSSL owns and operates a fleet of world class cable ships for the installation and maintenance of undersea communication network systems. Leading edge fiber optic technology is provided by the internationally distinguished TSSL Labs located in Eatontown, New Jersey. The completely integrated manufacturing capabilities of TSSL are highlighted by cable, repeater and transmission equipment manufacturing facilities located in New Hampshire, New Jersey and Virginia. TSSL has combined these capabilities to successfully complete 85 undersea fiber optic networks, in excess of 350,000 kilometers of fiber optic cable connecting over 100 countries. For more information on TSSL or Tyco International, please visit the websites listed below. Nortel Networks delivers value to customers around the world through Unified Networks* solutions, spanning mission-critical telephony and IP-optimized networks. Customers include public and private enterprises and institutions; Internet service providers; local, long-distance, cellular and PCS communications companies, cable television carriers, and utilities. Nortel Networks' common shares are listed on the New York, Toronto, Montreal, Vancouver, and London stock exchanges. Nortel Networks had 1998 revenues of US$17.6 billion and has approximately 75,000 employees worldwide.