SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Global Crossing - GX (formerly GBLX)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Spekulatius who wrote (11173)5/13/2001 3:49:20 AM
From: RobertSheldon  Read Replies (2) of 15615
 
*GX is not immune from severe pricing pressure or firesales of assets.*

Do you understand their business model? They see a >2.5 fold increase in demand for every 50% decrease in rates. So your pricing pressure concerns are unfounded.

As I have said enumerable times, cutting rates IS the business model. This only really works in two businesses - transistors and bandwidth.

I really do not know what to say . . . perhaps the hordes on the street believe as you do - that GX is just like any other telco. Good grief Charlie Brown!

P.S. I see DWB said it much more clearly in post 11175.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News