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Technology Stocks : GX Investors Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ally who wrote (94)	8/23/2001 9:03:25 PM
From: Spekulatius	Read Replies (3) \| Respond to of 586

>> Remember Sheldon implying that he (or his firm) has "cracked" the secret formula... then, on a separate post, casually, he mentioned $1B. So, I would ask you, how did you arrive at your estimate of $2B? << My 2B$ guestimate is simply based on an average 5 year depreciation time (linear) for 11B$ on assets. The ranges that GX gives for equipment are to wide (2-30 years) to estimate the depreciation rate of GX's assets. I'd guess that a router is virtually worthless after 2-3 years, but that fiber in the ground can be used 10-15 years. Robert Sheldon's estimate of 1B$ would imply a linear depreciation time of 11 years. This sounds very long to me - who knows where fiber optics technology will be in 11 years?