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Technology Stocks : Global Crossing - GX (formerly GBLX) -- Ignore unavailable to you. Want to Upgrade?

To: mts362 who wrote (2330)	10/5/1999 5:45:00 PM
From: Brian P.	Read Replies (1) \| Respond to of 15615

<< how undervalued GBLX is >> To all: Been reading this thread for a while--remarkably well-informed and substantial--but is the market really not appreciating this stock as it should? Who ARE all these sellers???? Are the buyers really smart money? What is the market discounting? Why ISN'T it awarding GBLX a JDSU-like valuation?

To: mts362 who wrote (2330)	10/6/1999 10:35:00 PM
From: LLCF	Read Replies (3) \| Respond to of 15615

<GBLX revenue est. for this year is ~$4B, compared to JDSU's of ~$1B (for NEXT year). Both have similar market caps and growth rates off the charts. I like both stocks (and own them), but this gives another indication of how undervalued GBLX is.> No it doesn't... totally different business models and products... GBLX sells a commodity service, JDSU is a 'Gorilla': Subject 25851 You might as well compare it to CSCO's revenues... probably makes GBLX worth $1000. DAK