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

To: KJ. Moy who wrote (13340)	8/13/2001 3:31:34 AM
From: DukeCrow	Read Replies (1) \| Respond to of 15615

<< Low quality of revenue for the 'swap', I don't think so. >> I think you're missing the point which is that those revenues were low quality not simply because they are swaps but also because they are very hard to forecast into the future. Recurring data services revenues is the holy grail that GX is going after. The fact that those "high quality" revenues came in below plan, along with the greater than expected "low quality" revenues is what is most troubling to CSFB.