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

To: Alan Bell who wrote (64)	4/14/1999 5:34:00 AM
From: lml	Read Replies (3) \| Respond to of 10485

Alan: Wanted to provide some comment to this interesting discussion. Residential Service COVD is already serving the residential market here in LA -- so is Northpoint. I live in PacBell territory far beyond the current 17,500 ft tariff limit. I have access to COVD's IDSL via Flashcom ISP & access to the NPNT's same via another ISP -- if I wished. Flashcom/COVD pricing is relatively competitive to other CLECs @ $89/mo + $20/mo lease on the IDSL modem, plus no setup fee, undercutting pricing I rec'd from Verio. PacBell's rolling out IDSL in July have been told they will severely undercut the CLECs current pricing. ISPs' Choice for DSL Earthlink just announced DSL service via PacBell. So PacBell is successful on this front. BTW, Earthlink is in the process of working a similar deal with GTE. It appears this ISP's strategy is to be a provider wherever they can. I'm sure they'll team up with some of the CLECs at some point & probably with the likes of T, TWX & CMCST once Steve Case realizes that begging to Congress won't do any good. Shoulda never sold that backbone, Steve. PacBell It appears that SBC/PacBell is aggressive staking out its DSL market here in California. Most likely, this new "competitiveness" is the result of the stiff competition now being mounted by COVD, NPNT & other strong-positioned CLECs. Thank you, CLECs. PacBell is also taking the lead to upgrade their copper plant to provision residential ADSL beyond the current limits from the CO. As John correctly points out, the upper income consumer who can't get DSL today is screaming for it. I know, I'm one of them.