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


To: Bill Fischofer who wrote (13293)8/9/2001 10:57:36 PM
From: Captain Jack  Respond to of 15615
 
Bill -- the message we are looking for WS to get is in EPS & guidence without excuses. That is going to take time and may arrive by accident instead of plan.



To: Bill Fischofer who wrote (13293)8/10/2001 7:36:19 AM
From: Ally  Respond to of 15615
 
>The story just keeps getting better with each retelling. Eventually Wall Street will get the message.<

No doubt the story still sounds very credible on each telling.... huge demand for managed global IP network, network meets stringent reliability performance of DOD, growth will also come from new areas besides grabbing market share away from ILECS...etc.

The only problem with the story is that investors have not bought it since stock hit $60 year and half ago. Either Wall Street is asleep, or they know that it is much more of a challenge than "game, set, match". Also, Walsh and Winnick didn't help the story when they sold huge positions couple of months ago.

I'd like to see management now put their money in support of the story. Walsh, Coors, Casey and Winnick should buy stock back at today's depressed level. If the network is a unique differentiator with tremendous growth potential ahead, why aren't they rushing to buy back the stock they sold? Unless they know of a different story than one told to the public.



To: Bill Fischofer who wrote (13293)8/11/2001 1:52:30 PM
From: HW Bowman  Respond to of 15615
 
Bill, thank you for the link. I agree, too bad the Street isn't interested in the underlying business.