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Technology Stocks : GX Investors Thread

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To: Spekulatius who wrote (116)	8/23/2001 11:22:38 PM
From: terridex	Read Replies (1) of 586

Dear Sir, Since I think the growth rate of this company is the is the answer to the future of this company, your statement "Robert Sheldon's estimate of 1B$ would imply a linear depreciation time of 11 years. This sounds very long to me - who knows where fiber optics technology will be in 11 years? " begs the question, Will the large Telcos who have bought several hundred gig of undersea bandwidth from GX need to keep buying? If you think that their 25 year IRUs are obsolesing quicker than 11 years, will they buy more and more modern services ( mpls enabled services, gprs and umts transport, etc.). Another question: What percentage of undersea IRUs were sold worldwide in the first half of the year by the various players? We no GX did at least $1.1B (sub sea % ?). Tycom? (35M) Level3?( 50M) Flag?( 400M - - sub sea %?) GX needs to grow at 5% on average qrt.to qrt. to get to 2.8 B adj EBIDTA (2 B Capex 800M interest) to be cash flow positive in 2003 for the full year. Will they or won't they? T

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