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

To: TechMkt who wrote (10110)	3/1/2001 9:35:52 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 15615

Will look forward to your notes. I listened to excerpts over the web and it looked very good. In the meantime, all GX investors should take the time to listen to the TSIX conference call. No clearer demonstration of GX's competitive advantage will be found than by listening to how TSIX is being forced to reduce their buildout and other investments due to market conditions. GX is going to own this market starting now and the latecomers (TSIX, LVLT, TCM) are going to struggle to complete their buildout plans in the face of difficult market conditions. TSIX's take is that there is "no shortage of demand" its just that many customers can't pay and so their "solution" is to lean on their equipment suppliers for more lenient terms and deferred payment schedules (TSIX's biggest deadbeat customer looks to be LVLT). Contrast this to GX's ability to attract paying customers who are looking for a global footprint today. It's really a night-and-day comparison. That being said, I still expect GX to get knocked around tomorrow in the wake of this evening's downbeat news from ORCL, TSIX, and SBC.