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Technology Stocks : Covad Communications - COVD
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To: BWAC who wrote (1331)10/4/2000 3:25:17 PM
From: John Erb  Read Replies (1) of 10485
 
I agree with you. I am generally bullish on COVD long-term also. However, the one thing that nags at me, and that you didn't mention, is that DSL access has the potential to become a commodity business with the razor-thin margins that implies. So while I'm convinced they will explode in terms of volume, I'm less sure they will be worth a lot when they do (though I think they'll be worth more than they are valued now).

BTW, here's more evidence that DSL is winning the broadband battle with cable:

techweb.com
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