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Technology Stocks : Advanced Radio Telecom (ARTT) -- Ignore unavailable to you. Want to Upgrade?

To: silicon warrior who wrote (1154)	10/18/2000 9:26:43 AM
From: GVTucker	Respond to of 1176

sw, what exactly do you think was leaked? If you imply that it was the downgrade that was leaked, I don't have any problem. After all, RS clients are entitled to hear about an analyst's downgrade first. If you are talking about the S-3 that was leaked, that was out last Friday. I think the weakness might be more related to something related to an issue that was in Covad's earnings release yesterday. Covad stated that they were taking an $11mm reserve against ISPs that now probably are going broke. That is 15% of Covad's revenue. My guess is that ARTT has some exposure to these same wholsalers. Just a guess though. Does this make sense?