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Technology Stocks : Covad Communications - COVD

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To: Brent Gilbertson who wrote (15)1/24/1999 10:20:00 AM
From: John Curtis  Read Replies (1) of 10485
 
Brent: Thanks! History tells me keeping track of those folks, and just about anyone else from the 'ol Peter Kewitt crew, is a good idea because the companies they subsequently "play" with seem to do well. I've laid down some speculative monies on COVD because, although I'm unclear as to their long-term survival prospects, particularly with the LEC likes of Bell Atlantic not to mention UUNET now clearly seeing the advantages of xDSL technology and moving accordingly, their short term prospects are good. I expect them to merge with sumbody, be bought out, etc., some time within the next year or so.

Of course, this is merely my opinion. Don't take it as gospel.

Regards!

John~
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