Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jdelaney07 who wrote (129)	2/28/2000 8:32:00 AM
From: Robert Scott	Read Replies (1) \| Respond to of 144

It looks like Marc Bell - CEO - has sold all of his direct holdings in the company. cbs.marketwatch.com biz.yahoo.com Not a good sign.

To: jdelaney07 who wrote (129)	3/4/2000 12:39:00 PM
From: Peter Bernhardt	Read Replies (1) \| Respond to of 144

I bought a small amount of GBIX recently, only having just recently discovered it. Usually I find stocks worthy of interest by doing fundamental research -- looking at past income statements, balance sheets, calculating p/e, etc. Not this time. I visited the Globix facility in Santa Clara last week (my company just moved to Globix as our hosting facility). Very impressive. We moved from the Level3 colo in SF. Level3, in my experience (which is limited, I must admit), is the worst. Lousy facilities, terrible service, nonexistent tech support. We looked at several other places before choosing Globix. Exodus, for example. The word I hear on Exodus is that this is exactly what employees and customers are currently doing. Thus, it is aptly named. Globix has a state-of-the-art facility. The best networking infrastructure I've ever seen and some of the best technical people I've ever met. Their NOC looks like something out of James Bond. This is what has informed my investment decision. Since it's only a small position right now, I still have time to do some more old-fashioned research before committing more investment dollars. - Peter B