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Technology Stocks : Covad Communications - COVD

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To: rjk01 who wrote (9886)12/29/2005 8:28:34 AM
From: rrufff  Read Replies (3) of 10485
 
Another opinion FWIW

Thomas Weisel says LOAD THE TRUCK!!!
by: slurpy_o1o
Long-Term Sentiment: Strong Buy 12/28/05 04:06 pm
Msg: 7173 of 7176

"Thomas Weisel notes that DVW expanded its agreement with Verizon/MCI,
but that there was little detail provided. They view this news as as
positive, and think MCI is either shutting down the Rhythms network or
at the very least has chosen to rely on it much less than it has been,
and will now use Covad. More specifically, they think that Verizon/MCI
will use Covad to offer DSL service to businesses outside of Verizon's
territory, similar to the relationship AT&T has with Covad. They do not
believe there is a specific length to this relationship
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