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Technology Stocks : Global Crossing - GX (formerly GBLX)
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To: Rob C. who wrote (13273)8/9/2001 7:26:04 PM
From: Ally  Read Replies (3) of 15615
 
For 2002 revenue to be only $7.B, the analyst used around 8% growth rate over 2001 (assuming 2001 comes in at midpoint guidance). He is also not factoring in reduced operating expenses for next year. Putting his numbers into my model, I find his estimate very low.

From my model: On 10% growth, cash revenue would come in at $7.3B, and adj. EBITDA at $2.1B. After paying interest and dividend, $1.3B would be left for capex.

Seems to me the analyst is trying to make his mark by putting GX in the worst possible scenario.

Let's see what Sheldon has to say about this estimate which is way off from Sheldon's.

As for the funding deficit in 2003 and 2004, it looks like he is assuming a massive capex required for expanding the existing network capacity.
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