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Technology Stocks : GX Investors Thread

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To: Spekulatius who wrote (87)	8/23/2001 8:51:57 AM
From: Ally	Read Replies (1) of 586

Spekulatius, >>When the current in place network is fully depreciated ($11 Billion worth of depreciation) and still producing revenue will you argue that it has no value at all? << If such a scenario happens, it means management and auditors screwed up by depreciating faster than useful life. >My estimate is that at least 2B$ of capex is needed to keep it modern - if GX decided not to invest in capex, they would be hopelessly outdated in 2 years, given the technical progress in fiberoptics. < This is KEY , and it's assessment will significantly affect whether GX will have free cash flow. Remember Sheldon implying that he (or his firm) has "cracked" the secret formula... then, on a separate post, casually, he mentioned $1B. So, I would ask you, how did you arrive at your estimate of $2B?

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