Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ally who wrote (13045)	8/2/2001 2:34:55 PM
From: DWB	Read Replies (1) \| Respond to of 15615

An interesting reversal could soon take place, wherein GX trades lower than AX. I wonder which is the better bargain on a cost/share basis... DWB

To: Ally who wrote (13045)	8/2/2001 6:27:22 PM
From: RobertSheldon	Read Replies (2) \| Respond to of 15615

the concern of the First Boston's analyst is that a shift Additional notes: 1) If the First Boston analyst is correct, their numbers imply that GX saw it's existing network (not the acquired pieces they are "concerned" about) revenues DECLINE sequentially by up to 20.65%. This is impossible. 2) The analyst also stated that GX is moving to voice for its revenues in the future. That’s hooey. Look at the financials - data is where the milk and honey is. Again a complete disconnect with reality. It is important for folks to do the math for themselves before taking any analysts thoughts and statements for granted (mine included). Cheer, cheer, cheer. Fiddle, fiddle, fiddle.