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

To: SecularBull who wrote (6008)	5/3/2000 12:17:00 AM
From: Captain Jack	Read Replies (1) \| Respond to of 15615

LoF -- Yes,, critical as things could be better but the numbers are good. WS at this time is no longer rewarding a smaller loss as they did in the past. Actually any company not operating in the black is no longer in great favor unless the $$ are coming in a very tight time frame. No longer is 5 years out soon enough. A short time frame is required and must be accomplished or the stock will be serverly punished. No longer can the time frame not be defined. Recently the online brokers (egrp and amtd etc) posted profits even though that was not their plan,, still they were punished but only as all financials were and continue to be thanks to the FED. gblx will recover somewhat when the mkt does. As it will take longer than my timeframe I'll be happy with a smaller loss and move on when that happens and I'll not avg down as their are others that look better at this time,, but that changes hourly in these strange mkts..

To: SecularBull who wrote (6008)	5/3/2000 12:58:00 AM
From: DWB	Read Replies (1) \| Respond to of 15615

A few things that stand out to me (and I'm not the sharpest knife in the drawer by any means...) - data sales surged and voice sales remained strong despite pricing pressure and intense competition through the industry. Is this that elasticity of demand thingy everyone keeps yammering about??? ;-) - Data products, including ATM (asynchronous transfer mode), dedicated Internet services, frame relay and web-hosting, generated triple-digit growth rates for the eighth consecutive quarter. Not too shabby, and aren't data services supposed to be just starting to get on a roll??? - ...telecommunications revenues rose 7 percent to $860 million as unexpectedly high sales to businesses offset declining sales to consumers. Anyone else like the fact that increased sales to businesses are unexpectedly offsetting sales to consumers? - Anyone notice the odd symmetry of the potential sales price of the ILEC business ($3.5-$4 billion potentially) and the purchase price of IXNET ($3.8 billion)? Anyone else want to make that trade straight up given the opportunity? - Capital spending for Global Crossing and its various partnerships will be about $6 billion this year. Capital spending should drop by about one-third in 2001. So if revenues are rising really fast, even while the system is being built out, and then once the system is in place, next year their CapEx will be $2 billion dollars less.... doesn't that imply that the fire hose will get turned on right about then? From Skip Paul's post... - Hindery said the most telling measurement of the company's performance during the first quarter was its adjusted earnings before interest, taxes and depreciation from recurring operations, which swelled 23% sequentially to about $401.2 million from $325.4 million. Let's see ... 23% sequential increases ... annualized.... makes the numbers get real big real fast... - Leo Hindery Jr. said the company will "affirm guidance on the upside" in a conference call Wednesday morning with analysts and investors. Gotta hate that... assuming you're pushing the position that this stock is a POS, and have a timeframe shorter than next quarter to make it back to even... but wonderful news for those of us who'll be around in 2002 and beyond. One other thing... If I was someone like DT or DOCOMO or someone who had to get a piece of this market, this report just put GBLX as number one on the list of companies you'd like to acquire. Question is, will they sell, and/or at what price. DWB Q2.5K/Y2K+5