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

To: jopawa who wrote (12135)	6/20/2001 5:56:09 PM
From: CRL	Respond to of 15615

I disagree. I do not believe the message from the cc is that EXDS is "toast", nor do I think you should have expected that EXDS would fill in all the blanks in the ML analyst's spreadsheet. I think EXDS has a credible plan to get to free-cashflow-positive and that the message from the cc was that EH and her team are determined to put the brakes on the out-of-control perception problem that is much worse than the actual business problem itself. JMHO, of course.

To: jopawa who wrote (12135)	6/20/2001 6:00:11 PM
From: BWAC	Respond to of 15615

You know I'm listening to the call as well. And I certainly do NOT get the opinion that EXDS is toast.

To: jopawa who wrote (12135)	6/20/2001 6:06:15 PM
From: Bill Fischofer	Respond to of 15615

Re: EXDS The original reason for selling GlobalCenter to EXDS was that due to prevailing market conditions GX would not have been able to get favorable pricing for an IPO. Obviously in hindsight they should have taken what cash they could have gotten. I wonder if they can ask Hindrey for some of his bonus back? <g> As the major shareholder, GX should be able to force EXDS to do a deal which will do the least damage to GX's interests. Even if EXDS is a complete writeoff, however, GX will work its way through this. In the meantime, it's nice to see GX pumping out contract win announcements. Growing the business is the answer to all of these short-term problems. As an aside, if EXDS goes bust I can't imaging what that will do for the already swollen market for used CSCO gear. My guess is the prospect of that may powerfully motivate new "partnerships" with equipment vendors, so I wouldn't write EXDS off just yet.