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

To: eeziee who wrote (10387)	3/28/2001 7:11:48 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 15615

Re: GX vs. others GX is a survivor. With network build completion just weeks away their ability to throttle back capital expenditures and focus on revenue generation will put them streets ahead of all other "new era" telecom providers. I think folks are going to be very surprised at how fast GX can ramp revenue in this environment. Everyone is looking to cut costs and GX's global "one stop shopping" proposition is going to be simply unbeatable. The debt situation works to GX's advantage in two ways. First, it keeps them independent since few existing companies will be tempted to bid for GX in the current environment. Second, it hobbles their competition and keeps them weak. Ironically, the greatest danger GX faces is if competitors go bust too soon because this would allow others to pick up debt-free assets very cheaply with which to compete with GX. Ideally GX wants to see the big boys' hands tied for a couple of years while the also-rans limp along on life support. That will give GX time to achieve the sort of critical mass that will cement its position as the leading global telecom provider going forward.

To: eeziee who wrote (10387)	3/29/2001 1:54:49 AM
From: Theophile	Read Replies (1) \| Respond to of 15615

Also, is not GX due to pick up a billion or so from the ILEC sale? How will this sale affect revenues? The ILEC will sell for 3.65B, and I believe GX is already calculating its forward EBITDA estimates according to the loss of the ILEC revenues. The comment about the best scenario being to keep the big boy's hands tied for a few years is spot on, and perhaps this is the source of the slam being delivered by our pals at TSC? (i.e. this entire article is designed simply to foment share price drops for their selected morsels?...)((anybody that believes TSC is out there attempting to educate retail investors just to have their eyeballs scan the advertisements on their website for revenue needs to re-examine the situation....TSC has an agenda, and convincing You The Reader to behave the way they would like IS that agenda....)) They have now turned on LVLT of course, as most predatorial types are wont to do in tough times. Martin Thomas PS: EXDS is supposedly funded now to cash positive, why has Ravi not noted that as well? TSC scoffed at the $18 secondary, and it is now at $10,... Cramer said to "take the 25% short windfall (from 24 to 18) and head for the hills....." TSC is for TRADERS.....NOT investors, IMHO. Martin Thomas