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Politics : High Tolerance Plasticity
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To: Think4Yourself who wrote (1025)3/6/2001 12:48:19 PM
From: Umunhum  Read Replies (1) of 23153
 
Re: GX

You have dig a little deeper. They spent 30 billion on their network that they are depreciating. Meanwhile GAAP makes them recognize their capacity leases over 25 years despite getting all the money up front. They are showing all their expenses up front and very little of their revenues. EBITDA is the only way to value this company. (I'm sure Kollmhn is shuddering while reading this) Their network is fully funded and will be completed two years ahead of everybody else. Management has consistently stated that revenues will grow at 40% and EBITDA will grow above 30% for the next 5 years. GX in the teens is the closest thing to a sure thing I've ever come acrossed. I own 11,000 shares and am having a hard time restraining myself from buying more after listening to the webcast. Do yourself a favor and listen to the webcast.
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