Global Crossing - GX (formerly GBLX) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Global Crossing - GX (formerly GBLX)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JakeStraw who wrote (4050)	1/18/2000 3:08:00 PM
From: Robert Sheldon	Read Replies (1) of 15615

RS, have you ever looked at MFNX, PRTL & ICIX? Funny you should ask . . . I've owned MFNX . . . GBLX too cheap to justify a continued holding. I've avoided ICIX, too expensive. I've owned PRTL, it is still cheap relative to others here at $34 (I made a case to Teddy at the $22 level, if it drops back I may be a buyer again) but again not as cheap as GBLX. It has been mis-catagorized by the brokerage firms . . . it (PRTL), like many of my favorites, is grossly misunderstood. VRSA is still buyable in here. I've owned that one since the IPO and bought several it times since. I want to own ENT (Equant) in the worst way - but is is very, very expensive. If we have a markets melt down in Europe and ENT comes down to the $50-$60 range run, don't saunter, to buy it. For data, they are it. Superior clients, superior cash flows (thus the 22X revenue valuation), superior visability. But listen to me . . . it is too expensive in light of GBLX. ENT is a nice missing link down the road for the right network. Now that we have TYC entering the picture things are getting even more interesting from a takeover vantage point.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next