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

To: fishing4thebigone who wrote (10232)	5/12/2006 10:57:11 AM
From: rjk01	Read Replies (1) \| Respond to of 10485

got some yest at 1.8 and 1.9, sold this morning for 9% gain on the former.

To: fishing4thebigone who wrote (10232)	5/12/2006 11:30:45 AM
From: rjk01	Read Replies (1) \| Respond to of 10485

DVW: Covad: Time to pull the trigger, build position on recent pullback - Kaufman (1.90) Kaufman notes that despite the strong earnings report from DVW on April 28, the stock continues to pull back. They think this downward movement is simply momentum driven and is not reflective of fundamental concerns. Mgmt remains very upbeat about traction, the pipeline and execution and, in their view, there is no fundamental driver of the recent weakness. Firm says that although DVW has historically been focused singularly on the provision of broadband access over the past year and a half, it has transitioned to an integrated data and voice solutions provider. As such, firm says the risk profile for DVW is quite different than it had been as a pure DSL alternative. They think this misunderstood profile has contributed to the recent pullback in the shares and provides an opportunity to get involved at an attractive entry point. They continue to view DVW as an attractive takeout tgt and believe that the combination of its unique network, national reach, and voice, data and wireless expertise and capabilities position DVW as an attractive asset. They recommend building positions at current levels.