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Technology Stocks : NorthPoint Communications Holdings, Inc. (NPNT) -- Ignore unavailable to you. Want to Upgrade?

To: Ernie Kelley who wrote (718)	11/22/2000 4:19:00 PM
From: matt gray	Respond to of 786

I'm in. Stock price is too cheap to resist. My reasons are as follows: - regulators will force ILECs to open existing lines to DCLECs for a much reduced price. - Cable modem competition is heating up and the ILECs are forced to deploy DSL [even though they don't want to since they liked their monopoly status] - VZ needs the expertise. - VZ stock price accelerating and can afford to pay change for NPNT - VZ can develop DSL outside their markets where they have no current marketshare -NPNT expenses are cheap compared to VZ doing the same function in house with union issues and overheads. VZ can't hire contractors so this is the next best thing. -NPNT will change modes and focus on selling into the more lucrattive business market abandoning the residential marketplace to increase margins. - Various underfunded dclecs will fold, IMHO NPNT will survive because of VZ funding. Fewer competitiors will exist several months from now.