TK Junk Mail
Go ahead, make my day
Premium
join:2002-03-03
Margate City, NJ
clubs:
 ·Comcast
|  Stock drop MAY indicate doubts about ROI on investment
»finance.yahoo.com/q?s=DVWCovad'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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meister_sd
Premium
join:2006-01-29
La Mesa, CA | Too bad for me Cox cable is still cheaper. |
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Sammer
join:2005-12-22
Pittsburgh, PA | reply to TK Junk Mail
Closer than 5,000 feet to the CO so not very exciting to many, many people. |
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kamm
join:2001-02-14
Brooklyn, NY
 ·Packet8
edit:
July 20th, @06:17PM
| said by Sammer  :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. |
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TK Junk Mail
Go ahead, make my day
Premium
join:2002-03-03
Margate City, NJ
clubs:
·Comcast
| said by kamm :said by Sammer :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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kamm
join:2001-02-14
Brooklyn, NY
·Packet8
| said by TK Junk Mail :said by kamm :said by Sammer :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... |
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sporkme
drop the crantini and move it, sister
Premium,MVM
join:2000-07-01
Budd Lake, NJ
| reply to TK Junk Mail
said by TK Junk Mail :» finance.yahoo.com/q?s=DVWCovad'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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Alpine
Premium
join:2000-01-11
Atlanta, GA
| said by sporkme :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 |
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TK Junk Mail
Go ahead, make my day
Premium
join:2002-03-03
Margate City, NJ
clubs:
·Comcast
| said by Alpine :said by sporkme :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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Alpine
Premium
join:2000-01-11
Atlanta, GA
| 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 |
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sporkme
drop the crantini and move it, sister
Premium,MVM
join:2000-07-01
Budd Lake, NJ
| said by 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.) It will happen when VZ rolls out fiber and when ATT is feeding everyone from RTs.
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kamm
join:2001-02-14
Brooklyn, NY
·Packet8
| reply to TK Junk Mail
said by TK Junk Mail :said by Alpine :said by sporkme :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. |
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