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Technology Stocks : GBIX: an Internet leader -- Ignore unavailable to you. Want to Upgrade?

To: MrGardener who wrote (62)	8/21/1999 8:25:00 PM
From: QuietWon	Respond to of 144

Yes, Navisite (CMGI-owned) & DRTN (LVLT-owned) coming.

To: MrGardener who wrote (62)	8/21/1999 8:27:00 PM
From: QuietWon	Respond to of 144

GBIX, the #2 datacenter in the world to best of my knowledge and, selectively, I have positions and trades in the other web-hosters.

To: MrGardener who wrote (62)	8/21/1999 8:33:00 PM
From: QuietWon	Respond to of 144

GBIX = MSFT(so what, other's too), RNWK(maybe),DOW(not really), George Soros (no one but GBIX), GCOM (satellite - no one but GBIX), EDGR (no one but GBIX). Integrated services, partnerships, a good biz plan. Lower capital costs as data centers hold 2x (& moving to 3x to 5x) typical capacity. Yes, they incurred costs this past quarter to ramp up - this biz (vs some other i-net e-commerce biz) requires some capital, but the returns are great.

To: MrGardener who wrote (62)	8/21/1999 8:43:00 PM
From: QuietWon	Read Replies (1) \| Respond to of 144

Any stock above $5 or $10 expensive? No. Market cap is the key. GBIX market cap suggested to be in the $1 BILLION range - that would put the price into the $100+ range given present market cap of under $400 million. With a small float, strong management and institutional ownership, some of that float may effectively not be there. This stock will rise, imo, as others become aware of what GBIX really is and the market begins to recognize it's underlying value. I'll say it again, EXDS should buy GBIX while their stock price has such a high market cap to revenue basis ie. GBIX would be accretive from a revenue-market cap ratio basis. And EXDS better move it, as I heard a rumor than AOL may be interested in GBIX - whether or not the AOL aspect is true, GBIX has underlying better value in revs-mkt cap.