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

To: gruetz who wrote (6293)	5/25/2000 12:02:00 PM
From: SecularBull	Read Replies (2) \| Respond to of 15615

The recent weakness has rattled some investors with a shorter time horizon than the rest of us, and there is some selling into strength. You've already seen that with Q, and LVLT is just in its trading range. Q is heading to wrap up its merger, and that is helping buoy its stock. It is my anticipation that LVLT will be the crown jewel of telecom networks in this century, while GBLX will have the dominant position. To be the crown jewel doesn't mean that you have to be the dominant player, just the one with a great business plan with superb execution. LVLT's management and truly scalable network make it superior strand for strand in the pipe. GBLX is simply going to have a much larger network (they're more aggressive worldwide, while LVLT is cherry picking markets with a superior network design). There's room for both, and they'll both be winners, imho. Q is a blend between the two. Why own Q (and USWorst), when you can own LVLT and GBLX? (Sorry, I got a bit off track.) Regards, LoF LoF

To: gruetz who wrote (6293)	5/25/2000 12:14:00 PM
From: Jeff Jordan	Respond to of 15615

I know these volumes aren't much but I was interested in the number of insiders who sold last month. Maybe just smart to trim in advance of a potential market correction? quicktake.morningstar.com

To: gruetz who wrote (6293)	5/25/2000 12:45:00 PM
From: mmeggs	Read Replies (1) \| Respond to of 15615

GOldman had a note out yesterday that said it was because of three things, all sparked by the lawsuit: 1. Perception of some newfound fear in GBLX management. 2. Fear that the lawsuit will delay or inhibit the buildout. (delaying revenue generation...) 3. Fear of inability to finance remaining buildout. I think #2 is the most relevant. GS goes on to debunk all of these misperceptions and states that the stock is "severely undervalued on a DCF basis." Reiterates Recommended List rating and $70 yearend (ahem) price target. mmeggs