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

To: Umunhum who wrote (12162)	6/20/2001 11:39:32 PM
From: Theophile	Respond to of 15615

Thanks for that post. I mentioned several times EXDS claims fully funded after convertible issue @ $18 recently. With big drop off in dotcom traffic who can say except they? I do know Hancock went for enterprise customers at expense of more dotcoms last year early, against "advice". Yes, EXDS does have best product, and best pipes...biggest concerns now are "will best be good enough?" I know GX is the best and EXDS is the best or I would not be here. "Will Best Be Good Enough?"....and with the shenanigans going on trying to cripple all telecom, which is the way the financial gods do things to get their assets re-consolidated, well, I can only say I been through bigger hurts than this...keep on truckin', regardless of Cramer and the Gang. Martin Thomas

To: Umunhum who wrote (12162)	6/21/2001 9:34:47 AM
From: DukeCrow	Respond to of 15615

They are still winning bids at a 70% rate (mentioned seeing Quest and IBM in the market place) That is down from the greater than 80% win rate Exodus was seeing a year ago. In a hosting environment with slowing growth, a declining win rate isn't one of the best signs (of course, it may already be reflected in the stock). Fewer customer wins means Exodus will have to rely on increasing average revenues from their IDC customers. That means selling more services to existing customers. That is definitely possible, but I haven't seen Exodus making very many managed services acquisitions in the recent past (as compared to the distant past) so they may have to develop some of those services in-house. It's funny that Exodus is now saying that they are seeing Qwest and IBM in the marketplace. Quite a contrast to last year when they were mostly seeing Digex, Level3, Globix, and GlobalCenter. Ali