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

To: TechMkt who wrote (10116)	3/2/2001 12:51:13 AM
From: Ally	Respond to of 15615

Fez, Re: 360... I've listened to their Q4 webcast, and what a huge difference in tone between GX and 360! 360 is all tears, while GX is all confidence and optimism! I would say, 360 is simply not in the same league as GX and looks like won't be much of a match for GX in competing globally. It's 2 years too late and just don't have the same depth of management and organizational reach as GX. It does not have a completed global fiber for 12 months and even later for the Pacific region (2002). I don't think 360 negativity will rub off GX stock in any big way. I think analysts and investors can differentiate the difference between 360 and GX. 360 is slowing down because it is not ready and funding for capex is now tight. It is also serving mostly the North American market place, where pricing is predatory due to desperate competitors. GX is NOW, and it focuses on serving the big international "elephants". I doubt if the major international companies will delay their communication needs because the North American economy is slow. When Nasdaq snapped back today, so did GX. Nasdaq closed up today despite bad news from Applied Micro and some others, so there is good chance it'll continue strong tomorrow, despite the 360 sobbings.