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

To: RobertSheldon who wrote (8976)	11/13/2000 7:05:49 PM
From: terridex	Read Replies (1) \| Respond to of 15615

23% qrt. over qrt. retail cash rev. growth. This is the cos. future. td

To: RobertSheldon who wrote (8976)	11/13/2000 7:11:03 PM
From: Sir Francis Drake	Respond to of 15615

Looks great, but I wouldn't break out the champagne quite yet. Most important (at least for immediate shareprice prospects) will be future guidance, specifically, is there significant pricing pressure. Are prices falling faster than expenses? Also, too bad the EXDS thing wasn't locked up. Those are worth now about half of what they were at the moment of announcement. Key to how this shakes out will be management guidance in the CC. You don't want the DELL redux - great numbers for past quarter, but sucky future guidance. Morgan