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Technology Stocks : GX Investors Thread

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To: DWB who wrote (461)	11/7/2001 3:23:05 PM
From: Umunhum	Read Replies (1) of 586

GX debt 7.7 billion + 3 billion more worth of convertibles. Growth prospects questionable and lots of competition. (low margins) AX debt 1.1 billion, still growing very quickly and very little competition. (high margins) AX did 175 million worth of IRUs in Q2 and guided up for the remainder of the year. GX guided down IRUs last update. The CC should be interesting tomorrow - earnings out after the bell today. The softies (Microsoft and Softbank) would rather own AX and I'm sure they know a lot more than you and me. P.S. Did you flip any of your shares. I don't know whether to be happy I flipped 2/3 or pissed that I didn't do all of them : o \

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