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Technology Stocks : Broadwing Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Jordan who wrote (276)	2/2/2005 10:31:20 AM
From: bob zagorin	Read Replies (1) \| Respond to of 4245

you make some good points jeff. one thing that hasn't been considered is comparing the dilution to the overall assets of the company as in x number of shares for bwng where it was a year ago vs. x number of shares for bwng + focal and other assets it has acquired. in other words, what's the value of 1/x of previous corv (or bwng) vs 1/x today.. anyone care to take a stab....

To: Jeff Jordan who wrote (276)	2/2/2005 10:31:39 AM
From: im a survivor	Respond to of 4245

Yes, I lost faith...but not money....I did give up some profits I hade made, but I had some free shares due to trading that had a zero cost basis when I sold them...but I did add a tad on the way down, so when I finally sold, my free shares outweighed the shares I bought and lost on...so, I came out with a small profit. Yep, I know revenues come before profits, but with everything I brought up, what makes you think profits, and enough profits to let this company succeeed are forthcoming. Heck, the company itself will tell you they are having a rough time...most IR depts are very pumpy......bwng is very careful to state things are tough, they may never make a profit, although they are trying and they even went as far as to tell me they are geting new contracts, but due to fierce competition, they cannot say whether they are actually making profits on these contracts...In any event...I have spoken to alot of companies, and one thing I will give BWNG credit for is they were not pumpy at all...in fact, they sounded very negative to me...so maybe that is a contrary indicator, who knows.....

To: Jeff Jordan who wrote (276)	2/2/2005 11:30:52 AM
From: The Ox	Read Replies (2) \| Respond to of 4245

Revenue first, profits will follow. Wrong, flat out wrong. If a company's gross profit does not exceed the cost of running the company, then the company will NEVER be profitable. No matter how much cash flow you have coming in, you have MORE going out. That has been and continues to be the problem at BWNG/CORV. Many companies have crashed and burned because of these issues and CORV/BWNG sure looks like they are going down the same dead end. Maybe they can improve profitability, maybe not. To point at rising sales as the justification to invest here is dumb. If you believe their cost structure will somehow (miraculously) improve someday, that's a reason to consider investment but not simply because revenues are increasing.

To: Jeff Jordan who wrote (276)	2/3/2005 8:48:22 AM
From: Jeff Jordan	Read Replies (2) \| Respond to of 4245

Cool.....the door is wide open for Corvis!.... Got cheap BWNG shares? Only 61mil ....and mine aren't 4sale!<g> Report: Qwest in talks to buy MCI NEW YORK (AP) — Qwest Communications International (Q) is in talks to buy MCI (FON) for about $6.3 billion, creating the possibility of a second blockbuster deal in the telecom industry in less than a week. "With the enhanced power of the Broadwing brand and our expanded network assets, we are well-positioned to become the carrier of choice for customers who demand speed, flexibility, reliability and market-leading customer service," ~Dr. David Huber....no relation to Thadious Huber<g> BWNG/Becomer .........Spread your wings, baby!....I should add another 25%