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

To: Captain James T. Kirk who wrote (3238)1/19/2001 1:11:56 PM
From: Steve  Read Replies (1) | Respond to of 10485
 
"It takes 60 to 65 lines per central office for a colocation to reach the cash-flow break-even point, he said, and double that number to break even in earnings before interest, taxes, depreciation and amortization."

It would be helpful to know Covad's costs in a little finer detail to determine exactly how close they are on an operational basis to EBITDA breakeven if specific costs of operating and supporting the DSLAMs and the customers are only included. It seems that on a network wide basis that Covad is very close to EBITDA breakeven given those caveats I mentioned above and within the criteria mentioned by Hoexter.



To: Captain James T. Kirk who wrote (3238)1/19/2001 8:36:42 PM
From: American Spirit  Respond to of 10485
 
I like VZ and CMTN as DSL powerhouses. VZ also wireless powerhouse. I like CMTN's cash position. No way they're going under. In fact I expect the entire DSL sector to rally. Everyone needs high-speed these days and people are getting it. VZ signing up 200 a day here in LA, for instance.


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