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

To: SecularBull who wrote (4214)	2/9/2000 12:32:00 AM
From: quidditch	Respond to of 15615

Similarly, analysts expect companies that advertise on Yahoo will require some kind of compensation for the outage. Yahoo is the most visited portal Clay Ryder, vice president and chief analyst at Zona Research, said in addition to the costs of compensating its advertisers, the outage could also cost Yahoo ``soft money' in the loss of goodwill that could send some advertisers and customers to rival sites. In the brave new world of the internet, where many rules of the road are still being writ large, I wonder if Yahoo has anything in the way of indemnities running to it from GC. Another thought: with Hendry making a big splash in the GC pool, and with an IPO on the horizon, who would stand to gain by such a disruptive and embarassing attack on the supposedly reliable hosting center set up by GC? Oliver Stone, anyone? Frank: It will be interesting to see if GC's techhies can identify and in the future squelch this kind of "hacking", where network security is, apparently, not breached, but the transmission of wave after wave of drone messages is intended to crash the website. Can "firewall" type software identify massive influx of requests generated from a common site or sites and block them? Steve [do you think, at the risk of stating the obvious, that Howard's rumination was with one cheek bulging?] At the risk of stating the obvious, I think Howard may have had his

To: SecularBull who wrote (4214)	2/9/2000 4:01:00 AM
From: Dan B.	Respond to of 15615

I wouldn't think so either. The stock just won't stay down. TA notices that, too(BG). The market is roiling(why oh why?). If anyone clicks on "Profile" at the bottom of this post, you'll find it says "...For the 9 months ended 9/99, revenues totaled $623.6M, up from $218.9M. Net income applic. to Com. before acct. changeand extra. items totaled $117.3M vs. a loss of $166.7M. Results reflect increases in carrier service revenues." Income 117.3M vs. (166.7)- quite a swing. Where do we go from here? Listed here is a positive P.E. of about 140, earnings(TTM) of 37 cents, and profit margins of 25 some percent. My NDB brokerage account lists these figures similarly. I show 27 cents positive earnings last Q. Question: what number(s) will I likely see reported after the upcoming earnings are included? Folks seem ready to discount the importance of the upcoming earnings. If revenues are coming on steadily and strongly, won't certain realities of growth likely be clear in upcoming Q reports- and drive this stock higher? 25% profit margins...I like that. Bring on the revenues. Won't coming Q reports likely be quite an important factor in driving GBLX up? Just curious(guess I'll know soon enough). Dan B