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

To: Patrice Gigahurtz who wrote (2480)	11/26/2000 5:04:03 PM
From: Captain James T. Kirk	Respond to of 10485

Anyway, when you say a dedicated line versus a copper line, what is the difference ? Dedicated means a seperate line run to your house, instead of using the voice line, they are all copper. I'm lost as to what a shared line is, does COVD rent space in the telephone company office for their routers ? I don't know....and shared line means the use of your primary voice line. Of that 2k to 3k offices that you noted before are they the telephone offices that have COVD routers in them ? yes So COVD just owns the routers, right ? The DSL circuit is copper up to the office and then just DSL from there ? Sort of, its more complicated than that. I urge you to read the press releases an see exactly how and with whom COVD is connected. COVD is also international, and we rarly mention that, but that will grow as well in time, and very early in 2001.

To: Patrice Gigahurtz who wrote (2480)	11/27/2000 12:51:21 PM
From: Captain James T. Kirk	Read Replies (1) \| Respond to of 10485

12:36 ET Copper Mountain (CMTN) 8 1/8 +19/32 (+7.9%) : Teaming up with 3Com to enable DSL broadband providers to accelerate service activation for new subscribers. Integrated solution expected to eliminate provisioning errors and service delays associated with end-user installation and configuration.

To: Patrice Gigahurtz who wrote (2480)	11/28/2000 12:59:16 PM
From: Captain James T. Kirk	Respond to of 10485

Covad Communications COVD announced it will lay off 13% of its workforce, slow its network expansion, and cancel the construction of a new operations center in an effort to slow the pace of cash flying out the door. Expenses in 2002 are now expected to be 20%-30% lower than previously planned. Covad has yet to indicate if these latest steps will actually allow it to achieve profitability before running out of money; the company will provide more detailed information on a conference call in two weeks. We think the news is good for Covad shareholders because, at a minimum, the company should be able to stay in business longer while waiting for the capital markets to improve or for a larger company to acquire it. Michael Hodel news.morningstar.com