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

To: ChatterjeeP who wrote (2769)	10/19/1999 11:20:00 AM
From: JDN	Respond to of 15615

Dear C: I like them both and own both. No need to discriminate. haha. JDN

To: ChatterjeeP who wrote (2769)	10/19/1999 11:21:00 AM
From: PDL	Respond to of 15615

Both WCOM and GBLX are core holdings: WCOM is the here and now -- the best collection of telecom assets in the world with the acquisition of FON filling in some critical gaps. Company is growing at a 30+% rate -- way ahead of its peers and the S&P 500 yet it is selling at only a slight premium to the S&P multiple. GBLX is another core holding based on the expected future with growing demand for high bandwidth globally, especially for businesses, based on IP protocol. I have a much larger core position in WCOM, but I view GBLX as following in those footsteps with higher relative appreciation potential near and long term (in part because of WCOM's maturity and size). JMHO.