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

To: BWAC who wrote (1331)	10/4/2000 9:42:32 AM
From: Captain James T. Kirk	Read Replies (2) \| Respond to of 10485

Naz selling off quickly, good sign. Not like the morning rise then the southbound retreat we have seen this week. Sellers, margin squeeze, whatever, they are shaking out. The bottom is soon to come, and COVD is holding.

To: BWAC who wrote (1331)	10/4/2000 3:25:17 PM
From: John Erb	Read Replies (1) \| Respond to of 10485

I agree with you. I am generally bullish on COVD long-term also. However, the one thing that nags at me, and that you didn't mention, is that DSL access has the potential to become a commodity business with the razor-thin margins that implies. So while I'm convinced they will explode in terms of volume, I'm less sure they will be worth a lot when they do (though I think they'll be worth more than they are valued now). BTW, here's more evidence that DSL is winning the broadband battle with cable: techweb.com