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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: RobertSheldon who wrote (8955)11/13/2000 8:35:53 PM
From: rhkohnen  Read Replies (1) of 15615
 
No, the market has it wrong, because they are not factoring in the elasticity.<GG> The facts which are so apparent to this thread is being overlooked by the market. This was an attempt to understand the markets thinking. This report is showing GX is different from WCOM and the others.

<<Data Products comprise 59% of Telecommunications Services Segment Cash Revenue for the quarter>>

This is a good steady revenue stream which will take advantage of price elasticity. The lower the price the more companies are going to use GX to backup records on a frequent basis, eventually in real time.

Another thing I liked was a lower cost of sales. Amortization and maintenance pushed expenses higher, but that is understandable because more of the system is operational i.e. South America.

Still need to digest this some more, but looks great.<GG>

Best Regards
Bob
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