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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Bill Fischofer who wrote (10658)4/16/2001 6:01:29 PM
From: gruetz  Read Replies (2) of 15615
 
re Grubman report on TYCOM dated 4/11:

He notes a faster than expected decrease in transatlantic pricing and a trend toward leases vs IRU sales. The latter significantly decreases expected upfront payments, cash rev, and adj EBITDA, to the benefit of GAAP revenue and EBITDA.

Anybody read this research piece and have any thoughts on how it effects GX? For the sake of maintaining some excess liquidity, I think I'd prefer IRU sales right now.
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