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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: changedmyname who wrote (13286)8/10/2001 2:53:41 AM
From: Theophile  Read Replies (1) of 15615
 
Jason, it was not so much the CSFB anal and his model, but the fact he 1.)put words into the GX story that were not originally part of the story given by management; 2.) the fact CSFB was pumping Q and battering GX, meanwhile the story on Q earnings restatement was brewing waiting to be revealed a couple of weeks later.

It is apparent by now that there are key telecom indicators which all the houses are using and we are not using, thus the immediacy of all the startups share prices tanking about the same time several weeks past.

I take CSFB seriously, it is just that what they request I take seriously is not the same as that which I do take seriously from them. The reduced revs is understandable, and regardless of how others view it, GX management is more capable and has executed more effectively than any of the other startups, and certainly better than Q, T, et.al.

T is going to go to the vultures, a piece at a time as they already are doing. The big funds are already burned and still hanging on for some unknown reason.

Martin
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