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

To: Maurice Winn who wrote (261)	9/1/2001 7:29:59 PM
From: DHE	Respond to of 586

Message 16289878

To: Maurice Winn who wrote (261)	9/1/2001 11:13:53 PM
From: akmike	Read Replies (1) \| Respond to of 586

Hello Maurice, (Mqurice?) I am not sure of the proper salutation for such an erudite Kiwi! I mostly lurk on this board but think that I should come out and welcome you. IMO there are no operable similarities between GSTRF and GX. As has already been pointed out, GX does execute. One of the important non-operable similarities is that major revenues are "on-the- come". Even here GX is doing very well as we are entering the first period where they don't beat expectations, and there is a recession in telecom, after all. On an absolute basis, their revenue growth is more than admirable. Another non-operable similarity is the ponderance of shorts and the falling stock price. Your rant about sales practices was out of context. GX is selling IRUs for a bundle of cash and selling very sophisticated global services to the most sophisticated buyers. Of course, price is important, but you can't sell on price because the buyer wants more service than service providers commonly give. In this league, it is a given that price will be acceptable to the buyer, and that the buyer has greater needs than most buyers. It does take a more knowledgeable sales person to relate to the buyer, and those sales people from the various acquired companies don't all fit the bill. Some of them did, and have performed very well; as they are augmented with others, the product differentiation of GX proceeds apace with the business plan which is aggressive and ambitious. You persuaded me early on at GSTRF that shareholders would be better off if you were in charge of pricing product. If you can ever persuade me thus at GX, then I need to jettison this investment in a hurry! Best regards, Mike