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

To: MangoBoy who wrote (451)3/17/1999 10:45:00 AM
From: Clean  Read Replies (3) | Respond to of 15615
 
You know there was speculation awhile back that lvlt and especially qwst were looking to make a deal with fro. I thought it made sense for either of them. for gblx, well, i'm not sure. What bothers me is I thought their business plan was to be a carrier's carrier. They have now decided to go head to head with wcom etc. Well, i'm sticking with gblx. I like the mgt despite my questions. maybe buy some fro as well. like the earlier post, nice premium left.

Long qwst, lvlt, gblx, wcom.

Regards,



To: MangoBoy who wrote (451)3/17/1999 2:51:00 PM
From: Nick Papa  Read Replies (2) | Respond to of 15615
 
After some DD, I have to think that the FRO purchase was actually GOOD. Call me crazy, but with Frontier's 'instant' revenue stream, it makes a lot of sense. IMHO, I really believe Frontier has not done a good job of getting the message out. This is a company that is transforming itself from voice to data.

Yeah, maybe GBLX paid too much, but they would have to pay a heck of a lot more 6 months from now.


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