Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.730

+10.2%

Nov 11 3:57 PM EST

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To: Peter V who wrote (7585)	12/1/2000 2:05:51 AM
From: Bill Wexler	Read Replies (3) of 10293

I used to love COVD...it made me a lot of money. Then I began to hate COVD, and it was one of the few places where I made the right decision to get out in time. I now LOVE COVD again. I think that the negativity surrounding DSL has reached the same absurd extremes of the euphoria in the early spring. I think that COVD's screwup coming out of the gate is fixable. I think there is risk here but I agree that the stock is probably not going to zero. I should note that NPNT's bad news really translates into good news for COVD. I think you can buy COVD's debt or common and walk out a big winner. It's at times of max fear that opportunities are made. I'm gritting my teeth and buying. Everybody and his brother is betting against this company (check out the short position)....I'm taking the contrary position.

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