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Strategies & Market Trends : Stocks Crossing The 13 Week Moving Average <$10.01

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To: James Strauss who wrote (5218)10/5/1999 8:20:00 AM
From: QuietWon  Read Replies (1) of 13094
 
JS,GBIX(Globix) 1.initial deal with UNFY(Linux) 2.Peering milestone400th-BIG news signalling more to come!

James, I mentioned this one to you a while back and asked your opinion on its technicals which you indicated were good - this should vault GBIX well ahead, imo. I stand behind my fundamental research (see the GBIX and "Quiet Thoughts" threads for the notes made in visiting GBIX's faciltities)

biz.yahoo.com
biz.yahoo.com

This are BIG items for the following reasons:

1. GBIX has been valued as an ISP and with inroads to major web-hosting contracts will become properly valued as a web-hoster -- don't believe me, what do I know, so go read the Bear Stearns and Lehman analyst reports

2. UNFY is Linux. Linux is big. Using GBIX for the bandwidth and fault-tolerance. GBIX has it's own network. Don't believe me, what do I know - read the articles, including one by TheStreet.com, about Exodus's outages with EBAY and the fact the Exodus leases lines. Several persons believe owning a network is a major key to future success.

fnews.yahoo.com

3. Peering. ABOV (now part of MFNX) has only a few hundred peering relationships. So, GBIX has BLOWN AWAY Above in peering. And Above used to go up about $3-5 on single peering announcements. How much should GBIX rise on this
news?? And GBIX has a smaller float than Above had.

4. Satellite market. GBIX has, along with George Soros, an ownership in NetSatExpress. BoA/Robbie Stephens on Friday said that satellite market growth rate will outpace the overall communications market growth rate over the next few years at least.
biz.yahoo.com
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