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Technology Stocks : Covad Communications - COVD

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To: Captain James T. Kirk who wrote (9707)10/25/2005 1:43:22 PM
From: rjk01   of 10485
 
cap, this brom y board. are you out of luck? you might be stuck with your shares a little longer (2-3q 06)

Some of us may not feel very negative or positive and trying to set
a middle of the road expectation as from what we know, it is most
likely.

- AOL did not expand after trial which was somewhat capacity limited
- no signficant voa or lpv partners
- ELNK delay in lpv "trial"
- no preannouncement of above guidance activity
- continuing problems with technical aspects of VoIP which slowed Q3
(may be fixed now)-GB was a sham and had to be finished before we
can launch to multiple markets (poor DD by Covad)
- lack of multiple SMB offerings
- weak third party VoIP sales channel
- NW sales not part of Q3

If you believe in the potential of lpv and even our DSL and VoIP
business then you can be realistic about the Q3 situation while
hoping for improvement over the next 6 months to the point that
selling at $1 makes no sense and playing the .10 fluctuations
difficult unless you spend all your time day trading.
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