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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (2966)	8/11/1999 12:57:00 PM
From: J.Y. Wang	Read Replies (1) \| Respond to of 10293

Rare strong buy recommendation. Any more details?

To: Bill Wexler who wrote (2966)	8/11/1999 1:04:00 PM
From: lindend	Read Replies (1) \| Respond to of 10293

I follow DSL technology pretty closely. What separates Covad from any other DSL play?

To: Bill Wexler who wrote (2966)	8/11/1999 2:12:00 PM
From: incomep	Read Replies (1) \| Respond to of 10293

Bill: [COVD] The street estimates that it is going to loss $3/share even in year 2000. Given its current cash position and shares outstanding, it may well run out cash before we see a penny earning. Also in two years, the cable industry leading by T will be in full fledge to compete with cooper DSL. WE may play a buy out game. Just try to use a bear's eye to see this company before tipping my toe!

To: Bill Wexler who wrote (2966)	8/25/1999 10:06:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 10293

I love COVD!!! I took some profits today. (I think it is still going higher, but discipline won't permit me to leave 100% of a position on the table after it rises 40% in 2 weeks). DIS has done OK since I issued my first BUY rec (up about 4). Remember that I have a multi-year outlook on this one. In the next few quarters it is going to be a tug of war between the value investors )who see huge assets and a management that is in the process of unloading loser businesses), and analysts that are concerned about hitting the quarterlies. If you have kids or grandkids you want to make a nice gift to some time down the road, continue accumulating...especially if the stock languishes here or goes lower.