Covad Communications - COVD Message Board

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Technology Stocks : Covad Communications - COVD

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To: Captain James T. Kirk who wrote (10150)	4/13/2006 9:21:09 AM
From: fishing4thebigone	of 10485

First, I hate that ebitda term. I personally feel it is an accounting cop out. But that is me. The street has adopted the term and it will be viewed as a milestone for covad. The previous ebitda+ visit was so short lived IMO it didn't really count. The day it was mentioned, the next breath CH said it will go neg next Q and reamin neg for a while, and it will be at least another year before we even come close again. (I recall his choice of words was real poor) So the focus was on how bad the neg numbers were going to be not how "good" we did in the past. In the current situation, I think we are all looking forward to hearing about how good the growth might be in future Q's. Ebitda + will confirm the company's commitment to fiscal responsibility while soothing analysts past wounds. Again the focus will be on the forward looking statements but anything close to ebitda+ should just be considered gasoline added to the future growth fire. Capt, you have lost sight of the value and scale of the company. this is not a 2.40 company anymore the next CC IMO will confirm this. Sit tight. Look for numbers like you were shooting for a few years back. Remember this company IPO'ed at 12-14, ran to 60+, fell to .50, went BK, re-invented itself 3X (or more) and now seems to be on a growth path and approaching a point where they will make money and rumors are starting that it is a take over target. I think we are stronger now then ever. My only gripe...I wish they would have not dis'ed the residential consumer for all those years. Even though the margin and churn is not as good as the business, IMO there is some mileage to be gained from being "popular". Steady as she goes Capt.

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