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

To: BIGFRED who wrote (117)	4/27/1999 4:51:00 AM
From: sandman	Respond to of 10485

Fred, Here's a link to some comments from the CC messages.yahoo.com The main points were: 1. ISP growth (concentric, flashpoint etc) is much better than the ILECs (Bel Atlantic - worst, ATT and SBC getting there) 2. They see sustained growth rate with 384K variety being the most popular. 3. No comments on Cable modem growth, except DSL is far outpacing or, something to that effect... 4. More news releases about partnerships and relationships coming in the next few weeks... 5. In general, management was very upbeat and all analysts were congratulatory in their note. 6. DLJ and another analyst (did'nt catch the name) were new in covering. So I expect to see coverage to be initiated and/or, upgrades tomorrow. 7. Installation work was outpacing the wallst projections and the projected number for the year is anticipated to be completed by 3rd qtr (very good news!) later,