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

To: Captain James T. Kirk who wrote (9707)	10/22/2005 12:17:26 PM
From: Andre Williamson	Read Replies (1) \| Respond to of 10485

Ha. I called that one.

To: Captain James T. Kirk who wrote (9707)	10/22/2005 12:23:26 PM
From: rjk01	Read Replies (1) \| Respond to of 10485

cap, ok we got it. you are stuck with some shares at mid 1-2 and looking for a buyer. Can you post something of a substance/value for a change. Any one is going to call next week CC?

To: Captain James T. Kirk who wrote (9707)	10/25/2005 1:43:22 PM
From: rjk01	Respond to of 10485

cap, this brom y board. are you out of luck? you might be stuck with your shares a little longer (2-3q 06) Some of us may not feel very negative or positive and trying to set a middle of the road expectation as from what we know, it is most likely. - AOL did not expand after trial which was somewhat capacity limited - no signficant voa or lpv partners - ELNK delay in lpv "trial" - no preannouncement of above guidance activity - continuing problems with technical aspects of VoIP which slowed Q3 (may be fixed now)-GB was a sham and had to be finished before we can launch to multiple markets (poor DD by Covad) - lack of multiple SMB offerings - weak third party VoIP sales channel - NW sales not part of Q3 If you believe in the potential of lpv and even our DSL and VoIP business then you can be realistic about the Q3 situation while hoping for improvement over the next 6 months to the point that selling at $1 makes no sense and playing the .10 fluctuations difficult unless you spend all your time day trading.

To: Captain James T. Kirk who wrote (9707)	10/26/2005 11:16:04 AM
From: rjk01	Respond to of 10485

this yahoo poster got it right: the only realistic short term chance for a move north is a major partner. How does covad differentiate their product?Price alone wont do it and telecom for any business is a mission critical function.If they havent the right model then it doesnt sell...believe it or not the best salesman in the world cannot sell a product that isnt differentiated somehow. All a competitor has to say to a customer is to look at Covads financials... In my opinion the b2b space is treading water(but keeps them afloat).Until they get a partner who will use the network the pps will languish. Right now the partners like aol,elnk,msft(???) and assorted clecs are themselves in disarray...but I think that will be short lived..ultimatley they will get in to voa,voip and wireless and covad will be the provider. Thats what these aquisitions are all about. When Covad went to 6+ it was on the ATT deal that said they would be loading millions in to the network.If AOL et al decide to go the stock will again soar not incrementally but straight up.That is the play, this stock is worth 1.00 as a stand alone.Its worth 12-15 with the right partners.That change in pps will happen almost overnight and most everyone knows that. Its when elnk msft and most of all aol are ready to roll it out nationally. This is like a biotech research stock.But in this case I give it a better than 50 50 chance of getting to 12 before 07.What month it happens you would be better off watching AOL or ELNK or MSFT than Covad.