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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: Frank A. Coluccio who wrote (1288)7/5/1999 9:56:00 PM
From: lazarre  Read Replies (1) of 15615
 
frank,

I put MFNX on radar when the street clobbered it over its ABOV ambition....sitting here with my GBLX, it felt like deja vu all over again....and then I remembered I didn't own MFNX and was relieved.

Seriously, toyed with the idea of a position last week at $32-33 but allocated funds elsewhere... your comments on the last mile thread puts the spotlight on MFNX in a way that seemed, to me, somewhere in the distant future but in light of this fibre fight and Telco positioning and re-positioning, who knows.

But tell me/us, why not an IIXC as opposed to an MFNX if the GBLX/FRO/USWest thing unravels. What, in your opinion, would be the MFNX advantage to Global?

L
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