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

To: RobertSheldon who wrote (13290)	8/9/2001 10:08:38 PM
From: Bill Fischofer	Read Replies (3) \| Respond to of 15615

Casey Speech Today Very good 30-minute presentation by Casey today at Piper Jaffray available at videonewswire.com Worth a listen by current and would-be GX investors. The story just keeps getting better with each retelling. Eventually Wall Street will get the message.

To: RobertSheldon who wrote (13290)	8/9/2001 10:26:29 PM
From: changedmyname	Read Replies (1) \| Respond to of 15615

Listen to it again, they said they were offering no guidance for next year... and they blamed it on the fact that their "budget" wasn't completed yet. Jason

To: RobertSheldon who wrote (13290)	8/9/2001 11:25:46 PM
From: Ally	Respond to of 15615

>What? They gave cap-ex guidance and reiterated their four year CAGR numbers.< Not in their Q2 conference call. Coors not committing to a 2002 capex budget, perhaps because of the restructuring happening now. I can understand why they don't have any guidance to give until the dust clears from the structuring. I'm also waiting for 10Q, especially interested to confirm Casey's remark that they have $2B PLUS $1.7B revolver... from my calculations, $1B of revolver already used..... will see in Q. As for the owners earnings model, I've built one, and can test all analysts or management rhetoric with numbers... the only reality ... when rubber meets the road.