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Technology Stocks : Covad Communications - COVD

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To: Bill McCullen who wrote (62)4/13/1999 1:52:00 PM
From: John Curtis   of 10485
 
Bill: Oh I agree that there's a weee tad bit of mania going on right now. And history has provided, to anyone astute enough to follow it, the data necessary to understand how all mania's end. Meanwhile, however, to a certain real extent the companies providing xDSL to the business community(the COVD's, etc.) are currently benefiting from it, to say nothing of us lucky ones currently along for the ride. Need I say weeeeeee!!!!!? ;-)

Be that as it may, the LEC's are definitely starting to roll out the same technology, with their initial roll-outs targeting areas based on demographics. Business areas are a given, but to use Bell Atlantic as one example, they are also targeting residential areas where the average net worth is sufficient such that ~$80 per month of xDSL T-1 level connectivity isn't gonna deter them should they want it. And if I can use the area where I live as an example....THEY WANT IT!

But I'll admit, with a DEC Alpha workstation and all kinds of other "stuff"(heh) at home, that I may not be an example of yer average consumer. I built my first PC waaay back before they became the popular devices they are today. My bet is xDSL will become equally as popular over the next 2 years. Clearly, other xDSL players(and the LEC/CLEC community) feels the same.

Now let's see how it allllll plays out.

Regards!

John~
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