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

To: RobertSheldon who wrote (11971)	6/18/2001 9:37:34 PM
From: Bill Fischofer	Read Replies (2) \| Respond to of 15615

Re: GX vs. LVLT Once again GX longs will find LVLT's conference call this evening illuminating. Per LVLT's CFO, 20% of their 2001 revenue is "at risk" because so many of their customers are deadbeat dotcoms (my less-than-diplomatic paraphrase) and this is why they are guiding revenue down. LVLT has "identified" 400 global enterprises that represent virtually all of the bandwidth demand that has creditworthy buyers and they are now trying to increase their mix of sales towards this group. Somehow GX has identified a market that is comprised of thousands more enterprises which they have been aggressively targeting for some time. Once again the night-and-day differences in business models are readily apparent for those who are willing to exert even modest investigative effort.

To: RobertSheldon who wrote (11971)	6/19/2001 3:18:37 PM
From: terridex	Read Replies (2) \| Respond to of 15615

Dear Robert, Thankyou for responding. I have been a great believer in GX for a long time. I believe this recent price move is a product of Mr. Winnick putting us in the same light as the other poorer telecoms. Any company head that empoys options on his co. shares rightfully looses credibility. I believe credit holders have noticed the lack of press release for paying the preferds and IR not willing to confirm. I'm also not happy about him saying, in public, CZN is overpaying in the current market without the check in hand. For others: If you would read the AGCX 10K you would see that fully 1/3 of AGCX revenue last year was from Quest. They are a big customer. Seamless also. T