Covad Communications - COVD Message Board

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Technology Stocks : Covad Communications - COVD

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To: John Erb who wrote (10458)	5/8/2007 4:29:36 PM
From: Andre Williamson	Read Replies (1) of 10485

I suppose what's confusing to me is talking about an $8m improvement to the bottom line. I usually take that to mean the income statement, not CF. And I can't recall a quarter in the past five years where the core business has grown anywhere near that much (QoQ). Not sure why all of a sudden things would kick in and there'd be that much more revenue and reduced cost. As for cashflow positive, IMO they're not in danger on the CF front; nor will they t have a $6.8m payout in Q1. However, I don't think it follows they'll be CF+ either - the more LPV ELNK sells, and the more VoiP installations Covad makes, the more upfront costs they'll have. Andre

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