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Technology Stocks : Covad Communications - COVD

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To: Ian who wrote (2387)	11/21/2000 1:10:25 PM
From: BWAC	Read Replies (1) of 10485

"NorthPoint named only FlashCom, a Huntington Beach-based company, among its ISP customers that are delinquent in paying their bills. It said it is trying to transfer lines serviced by the delinquent ISPs to better-funded, publicly traded Internet service providers. " This is the whole point that is being missed. These customers want dsl, they have dsl, they intend to keep dsl. NPNT, COVD, and RTHM are wroking to find a way for them to keep dsl. And more importantly to keep the revenue stream from these customers. The market thinks they can't. I think they can. The company thinks they can.

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