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

To: RobertSheldon who wrote (11332)	5/18/2001 2:07:29 PM
From: gruetz	Read Replies (3) \| Respond to of 15615

Robert: I spoke with an analyst at GX today concerning their guidance. He stated that the 5 year CAGR guidance for cash rev and adj EBITDA of 30% and 40% respectively was for the period '99 to '04. He said that GX has provided no guidance beyond '04. SSB has used 39.6% CAGR adj EBITDA for the period '99 to '04 in their models and 27.0% for the period '01 to '06. CSFB is using 20.0% for the period '02 to '07. The dropoff seems pretty severe to me. What do you think?