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Technology Stocks : Covad Communications - COVD

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To: lml who wrote (66)	4/14/1999 8:55:00 AM
From: Bill McCullen	Read Replies (1) of 10485

lml, Thanks for relating your first hand experience. Much of what you said reinforces my argument that though COVD, Northpoint, RTHM etc are leaders in a sense that they are first out with xDSL services they are inherently at a disadvantage because they don't own the copper. For the incumbents, the copper may be essentially "free" whereas the new guys have to pay $10-15 per month per pair. So what happens to margins for COVD if Pac Bell introduces IDSL for $30-40 per month? I also would argue that any ISP is going to want to make their service available through as many channels as possible, meaning all the DSL CLECs and the incumbents. Therefore, I don't buy the argument that the DSL CLECs have valuable ISP relationships since they are not exclusive. I live in Arlington, MA and currently can choose from Media One (cable modem) or RCN for broadband. In the near future, both Covad and Northpoint are supposed to move in to the area (though I am not sure if they will serve residences right away) and Bell Atlantic is promising to roll out DSL too. What do you suspect will happen to prices once this happens? Bill

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