Re: Stock drop MAY indicate doubts about ROI on investment in http://www.dslreports.com/forum/r16541256 en Thu, 04 Dec 2008 13:02:56 EDT Thu, 04 Dec 2008 13:02:56 EDT Re: Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16548489 kamm :
said by TK Junk Mail See Profile :

said by Alpine See Profile :

said by sporkme See Profile :

Wall Street probably realizes the following:

-Covad is just pretending that they will somehow have perpetual access to copper.

Why wouldn't they?
Because in Verizon areas, for example, when Fios is installed they often snip the copper connectors to a house.
Right and then VZ has to put it back when I will ask for it.]]> http://www.dslreports.com/forum/remark,16548489 Fri, 21 Jul 2006 17:08:50 EDT Re: Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16546640 sporkme :
said by Alpine See Profile :

Ok. Wasn't sure if he was referring to something physical like that or just implying that the Bells would cut off the CLECs after the UNE rules were relaxed (which hasn't and won't happen.)
It will happen when VZ rolls out fiber and when ATT is feeding everyone from RTs.
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Day dreaming days in a daydream nation]]> http://www.dslreports.com/forum/remark,16546640 Fri, 21 Jul 2006 12:35:02 EDT Re: Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16545696 Alpine : Ok. Wasn't sure if he was referring to something physical like that or just implying that the Bells would cut off the CLECs after the UNE rules were relaxed (which hasn't and won't happen.)

I'd imagine that Covad would plan for that situation. Everyone realizes, I think, that "eventually" fiber will be the way to go. For the vast majority of the country, however, that's years down the road.

Adam]]> http://www.dslreports.com/forum/remark,16545696 Fri, 21 Jul 2006 10:11:13 EDT Re: Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16545294 TK Junk Mail :
said by Alpine See Profile :

said by sporkme See Profile :

Wall Street probably realizes the following:

-Covad is just pretending that they will somehow have perpetual access to copper.

Why wouldn't they?
Because in Verizon areas, for example, when Fios is installed they often snip the copper connectors to a house.
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said by sporkme See Profile :

Wall Street probably realizes the following:

-Covad is just pretending that they will somehow have perpetual access to copper.

Why wouldn't they?

Good for Covad. I honestly don't know much about their network or management, but it seems like they're trying to do this the right way - differentiated services that the incumbents don't generally offer and a network of their own (at least more than most CLEC-types.)

Adam]]> http://www.dslreports.com/forum/remark,16545276 Fri, 21 Jul 2006 08:27:18 EDT Re: Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16544045 sporkme :
said by TK Junk Mail See Profile :

»finance.yahoo.com/q?s=DVW
Covad's stock has been dipping in late afternoon trading.
The tech sector today dropped about 2%, so the Covad stock drop may not mean much. On the other hand it might mean that Wall St doubts that Covad's investment in the faster technology will have a good ROI. What Covad does in the next few days may tell more about the reaction to the announcement.
Wall Street probably realizes the following:

-Covad is (mis)managed, they are truly full of morons and have no real vision for the future. Briefly after their bankruptcy they got rid of a good portion of mid-level do-nothing management and things actually better (than before the bankruptcy or now).

-Covad is just pretending that they will somehow have perpetual access to copper.

-Even after erasing a pile of debt in their bankruptcy they still just burn cash like crazy.
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Day dreaming days in a daydream nation]]> http://www.dslreports.com/forum/remark,16544045 Fri, 21 Jul 2006 00:29:01 EDT Re: Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16541792 kamm :
said by TK Junk Mail See Profile :

said by kamm See Profile :

said by Sammer See Profile :

Closer than 5,000 feet to the CO so not very exciting to many, many people.
5k feet - for what speed?
This is the Nth times I see some type of loose number thrown in...
ADSL2+ (both ITU G992.5 and ITU G992.5M, 1Mb and 3.5Mb up, respectively) simply doubles the 1.1Mhz downstream freq of ADSL2 within 9000 feet.
FYI: IIRC ADSL2+ is capable for ~25Mbit down within 1km or 3300ft, around 18Mbit up to 2km or 6500ft, ~12Mbit up to 2,5km or over 8000ft etc.
He is just quoting what was in the BBR news item for this topic.
Covad and Earthlink have been offering 8Mbps ADSL2+ to in-range (closer than 5,000 feet to the CO)
Ah, I see, thanks. However this 5k still doesn't really make too much sense to me... ]]> http://www.dslreports.com/forum/remark,16541792 Thu, 20 Jul 2006 18:45:52 EDT Re: Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16541596 TK Junk Mail :
said by kamm See Profile :

said by Sammer See Profile :

Closer than 5,000 feet to the CO so not very exciting to many, many people.
5k feet - for what speed?
This is the Nth times I see some type of loose number thrown in...
ADSL2+ (both ITU G992.5 and ITU G992.5M, 1Mb and 3.5Mb up, respectively) simply doubles the 1.1Mhz downstream freq of ADSL2 within 9000 feet.
FYI: IIRC ADSL2+ is capable for ~25Mbit down within 1km or 3300ft, around 18Mbit up to 2km or 6500ft, ~12Mbit up to 2,5km or over 8000ft etc.
He is just quoting what was in the BBR news item for this topic.
Covad and Earthlink have been offering 8Mbps ADSL2+ to in-range (closer than 5,000 feet to the CO)

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said by Sammer See Profile :

Closer than 5,000 feet to the CO so not very exciting to many, many people.
5k feet - for what speed?
This is the Nth times I see some type of loose number thrown in...
ADSL2+ (both ITU G992.5 and ITU G992.5M, 1Mb and 3.5Mb up, respectively) simply doubles the 1.1Mhz downstream freq of ADSL2 within 9000 feet.
FYI: IIRC ADSL2+ is capable for ~25Mbit down within 1km or 3300ft, around 18Mbit up to 2km or 6500ft, ~12Mbit up to 2,5km or over 8000ft etc.]]> http://www.dslreports.com/forum/remark,16541571 Thu, 20 Jul 2006 18:16:43 EDT Re: Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16541439 Sammer : Closer than 5,000 feet to the CO so not very exciting to many, many people.]]> http://www.dslreports.com/forum/remark,16541439 Thu, 20 Jul 2006 17:57:37 EDT Re: Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16541256 meister_sd : Too bad for me Cox cable is still cheaper.]]> http://www.dslreports.com/forum/remark,16541256 Thu, 20 Jul 2006 17:33:56 EDT Stock drop MAY indicate doubts about ROI on investment http://www.dslreports.com/forum/remark,16541194 TK Junk Mail : »finance.yahoo.com/q?s=DVW
Covad's stock has been dipping in late afternoon trading.
The tech sector today dropped about 2%, so the Covad stock drop may not mean much. On the other hand it might mean that Wall St doubts that Covad's investment in the faster technology will have a good ROI. What Covad does in the next few days may tell more about the reaction to the announcement.
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