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No. of Recommendations: 0
TCM is a confusing issue with me. Rarely do you find a profitable company these days that is planning on going in the red (really red).

My main concern is that I don't really know much about the fiber optic business. I'm going down to the library do do some research tomorrow and if I find any relevant info I will post it.

But, to be completely honest, and I hate to admit it, but I was hoping for a little help from other fools.

-WHat kind of money could this grandiose global network be making in the future (10 years)? Are we talking Cisco money here? More?

-Who would be the customers? Telecom, Governments, Everybody? ( Off topic! -- Has anyone seen Demolition Man? The Stalone movie with depictions of the futue. It has been awhile but, I remember a fairly reasonable assesment of future networked computers on every street corner, in cars, in every room, etc. Wouldn't this be global? Last time I was in France (February), sans-laptop, I had to pay $15 an hour to use a public computer joint to e-mail friends back home, and the internet connection was slower than Dan Marino. Would TCM take care of this type of annoyance?)

-And lastly How significant is Global Crossing going to be as a competetor? They seem to have a pretty good head start. Forgetting about the lawsuit which sounds baseless in my opinion, are they a "first mover"? Even so wouldn't TCM have a inherent advantage because they have the capability to make their own cable. (Remember vertical integration from college business courses, i.e. - Standard Oil and US Steel?)

Just a few questions to ponder over before making a personally significant investment in TCM.

ABC
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