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Technology Stocks : GX Investors Thread

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To: qveauriche who wrote (103)	8/23/2001 2:15:15 PM
From: trainleaving	of 586

Yes. When they said that the loss of the DoD contract was only 1% of revenues, it made me kind of concerned when I thought about how many of those they would have to win in a year to maintain 20% growth of revenues. Given, some of their existing contracts are providing more revenue than expected, but they also require NEW revenue. The news on EXDS today has me worried, because I think GX was a big factor in EXDS pushing away the rumored C&W buyout offer. If GX is now suggesting that EXDS look at buyout offers, they might be saying that they're giving up on long term prospects for EXDS for short term gains, maybe because of a lack of contract wins. MSFT was the last announcement that I can remember, and that contract terms were not revealed. The DoD is now in question, but expected to be re-won. Other than that, I don't know what else is new.

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