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Technology Stocks : Covad Communications - COVD -- Ignore unavailable to you. Want to Upgrade?

To: OverSold who wrote (158)	7/11/1999 9:34:00 AM
From: doormouse	Respond to of 10485

There are 25 companies fighting to bring ADSL to my "private residence." ("And this [LMKI] has been ONE of them...") So what.

To: OverSold who wrote (158)	7/12/1999 9:39:00 AM
From: Mark Duper	Read Replies (1) \| Respond to of 10485

C'mon guys, no name calling. For the record, I'm for any news, contracts insights about COVD. I don't think Ms. Hawthorne is hyping anything, so let's end it. Sup.

To: OverSold who wrote (158)	7/12/1999 11:24:00 AM
From: lml	Read Replies (2) \| Respond to of 10485

Candace: I really don't care what you think of me. So I won't get into name calling, or criticizing your investments. The fact that you criticize mine manifests exactly where you go wrong here on stock boards on SI & on Raging Bull & elsewhere. Your posts lack substance, are ill-informed, & convey an underlying intent one to "pump" a particular stock. You can disagree with me, but this is the message I read from the majority of your posts that I encounter. And I will respond to your posts when I feel you are communicating misinformation as you did here & on the CMTO thread. The value of these boards is that whatever is posted is read by many & may be challenged or endorsed by those who hold different points of view. You can call if freedom of speech. I value it as an effort to gain a clearing understanding of the core issues surrounding a particular stock & weed out the "noise." Your posts, IMHO, fall into the latter. LMKI is an ISP. So is Pac-West. There is debate about what exactly constitutes an ISP. Irrespectively of that definition the fact is that both LMKI & Pac-West rely on COVD & its co-location equipment to deliver their Internet connectivity to their customers. In a sense, they are agents or re-sellers of COVDs network services. They will NOT be the companies to deliver DSL to residential customers beyond the current tariffed limit. When it comes to discussing DSL, often it is important to distinguish among the different "flavors" that exist in the market place. In particular, it is important to understand what IDSL is & how it differs from ADSL & the various SDSLs that COVD & other CLECs offer to businesses & some residential areas. COVD & other CLECs do offer IDSL to residential customers, particularly those who are situated too far from their teleco's switching office to receive ADSL or any one of the larger bandwidth SDSLs. IDSL offers 144k bps of dedicated access to the Internet, a small improvement to a customer presently subscribing to ISDN service. What is critical to DSL's ability to compete with the cable platform is the ability of the telecos to deliver ADSL beyond the current limit of 17,500 ft. This is the precise issue Howard had expressed. Your reference to LMKI as offering him a solution was completely unresponsive to his inquiry. It was also absolutely ludicrous and misinformative of the issues raised by his post. Your post can only be read as "hyping" the stock, or alternatively, completely ignorant of the issues Howard was raising. The solution to Howard's problem will most likely be achieved with the deployment of NGDLCs that are capable of conveying digital traffic over fiber & copper along the same loop. One vendor of this technology is AFCI. See biz.yahoo.com They have recently renewed a contract with SBC that existed from PacBell's Telesis days, & hope to deploy their product in two test areas in California in the Fall of this year. Another solution to the distance problem is the installation of remote DSLAMs along the loop, but SBC has decided to go the DLC route as part of an overall strategy of deepening its fiber plant along the loop to one day deliver VDSL. Notwithstanding, AFCI's UMC1000 system, as a practical matter, is Howard's best hope for true ADSL connectivity to his home in San Jose. It will NOT be LMKI; they are a mere re-seller of the wholesale services that the COVD's networks offer various business & consumer markets.