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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Theophile who wrote (10628)4/13/2001 9:14:55 AM
From: gruetz  Read Replies (3) of 15615
 
Martin: very well said! I assume your reference to EXDS in par. 6 was meant to be LVLT as a better merger partner than an MNO that can go it alone?

Martin, do you feel GX's adj rev and adj EBITDA guidance for this quarter, this year, and over the next five years (app 30% revs and 40% EBITDA)is conservative? It would seem to me that with GX's head start over competitors, growth over the next 12 mos. should be much higher. IYO, does TCM, FTHL, TSIX, and LVLT, or any of their potential acquirers, present a competitive threat to GX, not to overtake them but to render their financial targets less achievable?

How important is this one year lead that GX has on the competitors in terms of network completion? How does this make subsequent years more productive?

Thanks.
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