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

To: Ally who wrote (271)	9/3/2001 9:27:14 AM
From: KJ. Moy	Respond to of 586

<< and the circle goes round and round... >> I suspected I would have come to this conclusion early on. Now you've proved it. Why these folks feel so compel to post is beyond me.

To: Ally who wrote (271)	2/25/2002 5:58:59 AM
From: Maurice Winn	Respond to of 586

<Obviously before ranting, you've not taken the time to read past posts on the original GX thread and acquire some background knowledge. There are many smart people on the thread and they've covered a lot of mileage on practically every aspect of GX's operations and numbers... so for someone new to try and pick apart GX's strategy based on Casey's speech not even knowing who Casey is..... As for discussing pricing strategies, don't even go there unless you've undertaken an intensive pricing seminar and have real life corporate experience. For starters, read "The Pricing Manual" by G. Michael Moebs, then, his book.> Ally, I get the impression the points I was making and enquiring about were pretty much on the button. Instead of looking for a poster's personal deficiencies, one should focus on the argument and reasoning. It didn't matter who Casey was [other than the extent of influence he had]. What mattered was the points at issue that I raised, which you ignored because I didn't have the right pedigree. I think you'll find my ideas on pricing were pretty much on the button too. I did "go there". I spent years in the corporate world on pricing and negotiating with customers and so on. I didn't bother with The Pricing Manual, but thanks for the link anyway. Writing somebody off because they are an ignorant newbie rather than considering their comments for validity is rude. It's true I hadn't developed a bunch of background knowledge before asking about those points I identified which concerned me. The points didn't go away because there was a huge amount of stuff I didn't know. I haven't been storing up this post for months, I was just clicking around to review some things and happened upon your post which I hadn't replied to. Now I have. Incidentally, I bought the Senior Notes at 4c recently but never did buy the stock [$4 at the time, so I got it about 100 times cheaper than if I'd bought the stock then - back to that price and I'd have a 100 bagger but shareholders would still have a no-bagger]. So, where do you think the megabyte prices will go now? I suspect some Global Crossing sales will be sold on price more than sophisticated service and "end-to-end in one deal" as a selling point. Mqurice