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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: TechMkt who wrote (9863)2/14/2001 1:59:23 PM
From: terridex  Read Replies (1) of 15615
 
Dear Fez,

I believe that there is only room for one network to be built and paid for by capacity sales. The change to commercial retail sales is the big deal now. Yes GX can close the door behind it by lowering bandwidth prices as it relies less on these bandwidth sales. Value added services to select markets is difficult to make a commodity. Elasticity in bandwidth cost should drive the value added service sales. Just my take. Its hard to see with the media only focusing on lower bandwidth prices. Does Mr. Crowe have a value added strategy? If Gx can raise revenue in commercial to 1 B per qrt. by the end of this year,( the 50% he said in interview) I think they will have a great chance to grow well over 45% rev. and EBIDTA.

T
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