Schnelle 100 % mit Covad Comm !!!!!!!!!!!!!!!!!!!!!!!!!! Heute beobachten!!!!!!!!!!!! - 500 Beiträge pro Seite

[knorr]

Heute Beobachten

[thebull 2]

begründe das mal bitte.
gruss
thebull 2

[V.Mac]

na, mal sehen !
aber vielleicht könnte es an den Meldungen der letzten Tage und von heute liegen. Sieht allgemein nicht schlecht für COVD aus.

Zum Nachlesen unter:http://www.wallstreet-online.de/ws/community/board/thread.ph…

V.Mac

[knorr]

Ich habs doch gefühlt !!

Heute wird dieser Wert im Amiland abgehen$$$$$$

[knorr]

Wert ist im Amiland mit 20% im plus

Aktuell in Amerika 2,25$$$$$
in Deutschland nur 2,1 Euro

was ist los?????


konnt ihr nich rechnen??

[knorr]

Jungs was ist nur los mit euch in Deutschland ?



Schaut euch doch mal diesen Wert in Deutschland u.Amerika
an.

[knorr]

in Deutschland schon 44%%%%

[knorr]

schaut euch mal den Schlußkurs in Amerika an!!


Mein tip 2,55$$$$

[knorr]

Ich glaube das Kurse über 20 Euro schnell wieder drin sein werden.


MeinTipfür heute:3,5 Euro

[wallfisch]

@knorr , habe gestern nach Deinem Hinweis Covad für 2.25 €
gekauft

Danke !!

Wallfisch

[knorr]

Hi Wallfisch !!!

Tolle Geste von Dir



Schau Dir mal in Deutschland den Geld und Brief Kurs an!!


Geldkurs 2,70 Euro
Briefkurs 3,3 Euro

Ich wünsche Dir viel spaß heute

[wallfisch]

Hi Knorr , wie ist dieser Spread zu erklären ??

COVD soll leben ...

W

[knorr]

Hi Wallfisch!!!


Aktuell mit 14% im plus 2,75 $ im Amiland

[wallfisch]

Sauber !!

knorr , bist Du satt investiert ??

w

[knorr]

Ich habe leider nur 15000 DM
im Durchschnitt von 1,9 Euro investiert.

Nasdaq dereht wieder nach oben Aktuell nur no -21 Punkte

[wallfisch]

Diese Zeiten sind bald vorbei ...

w

[knorr]

Aktuell in Amerika bei 3,0$


Wer jetzt in Deutschland bei 2,9 Euro einsteigt ist selber
Schuld

[wallfisch]

Holt gerade bei 2,8 Luft ...

kann man ja verstehen ..

wallfrosch

[knorr]

Heute schon bei 3,30 Euro!!!!

[pinklady]

Sind in den USA nachbörslich auf 4 12 gestiegen.
Da scheint was los zusein, was wir noch nicht wissen.

[wallfisch]

Nicht übertreiben ..
Zur Zeit vorbörslich 2,9375 $

Spannung ...

[knorr]

sieht doch schon besser aus hä??


Mein Kursziel für diese Woche 5.3 Euro

[wallfisch]

Knorri , das wäre nicht schlecht

Bin hete in RAZF eingestiegen ..könnte sich genauso entwickeln .

Verdient hätten wir das allemal !!

wallfisch

[knorr]

Schlußkurs im Amiland ist 3,22$
Schlußkurs in Deutschland 3,1 Euro

Mein Tip für Morgen ist im Amiland bei 3,7$
,in Deutschland bei 4 Euro.

"INTEL" Zahlen lagen in Erwartung der Analysten,bei 0,38$

Also cu

[knorr]

HI WALLFISCH!!!


Ich hoffe das Du Deine CVD noch hast.
Ich meine das wir hier bald eine Topnews sehen werden.
Schau Dir dazu alle Analysen über CVD an!!!!!!

[knorr]

Was ist bloß los mit euch !!!

Seit Tagen steigt Covad comm
und keiner von euch User hat einen Beitrag für mich.

[wallfisch]

Hi knorr,
klar hab ich meine COVDs noch !!!

Überlege , ob ich noch 400 zukaufen soll ..
gerade bei 3,75 € )

Was meinst Du ?

w

[knorr]

Hi Wallfisch
Schau Dir schnell Star Telecommun. an

In Deutschland 0,55 Euro
In Amerika Geldkurs 0,53$$$$$$

Ich bin auch hier dabei

cu

[knorr]

Hi Wallfisch
Schau Dir schnell Star Telecommun. an

In Deutschland 0,55 Euro
In Amerika Geldkurs 0,53$$$$$$

Ich bin auch hier dabei

cu

[knorr]

Hi Wallfisch in Amerika schon auf 0,59$$$$$

[knorr]

Hi Wallfisch !!!

Übrigens ich werde meine Covad nicht unter 30 Euro verkaufen!!!!!

Ich meine es im ernst,weil ich mit Upgrade und Hartcourt einen riesen Fehler gemacht habe.
Du kennst ja die Story von 1,8 in 2 Monaten auf 90 Euro

[wallfisch]

Hi Knorr,
star bewegt sich kaum ..

superspeculatiuspapier ...

w

[knorr]

HI Wallfisch !!!

Hast Dir hoffentlich auch Star Telecom gekauft.

Schau Dir dazu Schlußkurs in Amerika an.


Ab nächster Woche werde ich aber wieder mehr bei Covad comm
investiert sein.
Ich glaube das nach Gewinnmitnahmen neue Höchstkurse für dieses Jahr in Angriff stehen.


Viel SPaß

[wallfisch]

Hi Knorr , hab mir ein paar Stars zugelegt (etwas zu teuer .. ( 0,65 E )
Covad hab ich verkauft und wieder gekauft

Nächste Woche gehts rauf oder runter ..

Was meinst Du ?
Mein Tipp ist immer noch SNDK Kurzziel 70 E !!

walfisch

[knorr]

Hi Wallfisch !!!!

Mit Covad comm kannst Du nichts Falsch machen

Schau Dir QSC an die in der gleichen Branche tätig sind die erhohlen sich gerade wieder.

Ich mein das Covad comm das bessere Unternehmen ist.


Du mußt nur ein bischen Geduld haben.

Star Telekom wurde ich nicht unter 1 Euro verkaufen.

Diese oder nächste Woche fallen diese nach meiner Meinung an.

Schau Dir für heute " CYLINK" an: SchlußKurs an Nas 4,19$

Geldkurs 4$
Briefkurs 18$

Viel Spaß

[knorr]

Hi Wallfisch !!!!

Mit Covad comm kannst Du nichts Falsch machen

Schau Dir QSC an die in der gleichen Branche tätig sind die erhohlen sich gerade wieder.

Ich mein das Covad comm das bessere Unternehmen ist.


Du mußt nur ein bischen Geduld haben.

Star Telekom wurde ich nicht unter 1 Euro verkaufen.

Diese oder nächste Woche fallen diese nach meiner Meinung an.

Schau Dir für heute " CYLINK" an: SchlußKurs an Nas 4,19$

Geldkurs 4$
Briefkurs 18$

Viel Spaß

[knorr]

Hi Wallfisch !!!!!!

Star Tele Geldkurs 0,81$

Covad Comm Geldkurs 2,72$

CYLINK Geldkurs 4,38$



Star Telekom verkaufe ich nicht unter 1 Euro!!!!!


Sorry BRIEFKURS wurde falsch dargestellt;liegt bei 4,38$

[wallfisch]

Hi Knorr , das war wieder so ein Superknorrtip
mit STRX !!
Zur Zeit plus 25 % auf o,7813 $ !!!

Mach mal weiter so

wallfisch

[bbe]

@hi ihr penny-jäger

seht euch mal qkka an, an der bude ist intel mit 8,3%beteiligt,
frage mich, warum intel an so einer geprügelten axie festhält???
der chart sieht nach boden aus (mit einem auge zu!).
kommen von über 15$. momentan bei 47 cent.
sollte es mal wieder hochgehen mit den i-net`s...???
am 25.01.kommen zahlen, ist volles risiko, aber was ist
das z.z. nicht?

grüße
bbe

[knorr]

Heute werden Covad Comm explodieren!!!!

Hi Wallfisch !



Star telecom vorbörsichlich 60 %%

Covad comm vorbörslichb auf 4,19$


was willst Du mehr ??

[wallfisch]

Hi Knorr, komme gerade von der Arbeit und sehe Covad !!!!

Das hab ich echt heute gebraucht !!!

Bis bald


wall

[knorr]

Hi was ist mit Star Telecom???


Hast Du etwa schon verkauft!

[wallfisch]

Star hab ich gerad für für 0,75 € verscherbelt.

etwas zittrig gewesen ...

Hast Du noch welche ??

w

[wallfisch]

CYLINK knallt gerade nach oben ..
jetzt noch kaufen ??

w

[didierkk]

hallo knorr,
vielen dank für deinen tipp von covad, habe bisher 20% gemacht
(seit Freitag, 26.01.) und die Party geht weiter.
Nasdaq:Wert z.Zt
4.375 $ + =0,625 $= 16,81 %

[knorr]

HI ´Wallfisch !!

Warte noch bei Cylink

Schau Dir Calico comm an dieser Wert ist in letzter Zeit auch verprügelt worden.

[wallfisch]

Hi Knorr, unser COVADS nun bei 5 € !!
Wenn das so weiter geht komm ich doch noch zu Lebzeiten aus den Miesen ..!

w

[knorr]

Ja nicht verkaufen


Habe so etwas mit Upgrade erlebt

[knorr]

Ja nicht verkaufen


Habe so etwas mit Upgrade erlebt

[Der Geschworene]

Wann soll ich denn verkaufen?????

[didierkk]

die Antwort kann nur lauten:
Gewinne laufen lassen bei * 28 % in der Nasdaq
und 38,5 % bei uns

[wallfisch]

Plus 31 % an der NASDAC !!

Nachkaufen oder Nachkaufen ? ?

w

[Jockey]

klar an einem tag wie heute ( +44,87% ) sind mal wieder alle seit jahr und tag in covad investiert. aber egal ich freu mich mit euch - habe covad schon ein paar tage länger. lasse die aktie liegen ... warum?

ihr solltet euch das invester paket schicken lassen (mail an [e-mail] genügt) und folgenden hammer artikel lesen (www.hammeronline.com) -



Friday, December 1, 2000

"Hold on to Covad (COVD:NASDAQ). It?s currently trading at US$2 and is as cheap as they come for an industry leader with triple-digit growth potential.

I put out a buy on Covad below US$6. It was at US$3 by the time you received the newsletter. Obviously, I think this is a better price. The stock was cut in half due to the old class action lawsuit.

I?ve seen this more than once. In fact it happened to Manugistics (MANU:NASDAQ), one of the companies I used in my example when explaining this Covad trade. These lawsuits are generally settled out of court and are paid in stock. So shareholders dilute themselves to pay for a settlement to themselves in shares. The only winners are the lawyers. If you don?t like it, stop electing the bastards to elected office.

Take a one-year view and stick with Covad."



November 14, 2000

"This company might just be the best buy of the year ? and the time to buy it is now!
Make 482% over the next 18 months from this DSL Broadband company.

You know the drill: the dot-com dead pool has been growing faster than the implant business in Nevada. The Globe.com, Dr. Koop.com, CyberianOutpost.com... I could go on but I?ll spare you the litany of bubble-to-bust bromides and trite platitudes regarding tulip manias and Austrian economics.

It?s now November. October has cleared away the last of the bullish sentiment. According to the Consensus Index of Bullish opinion published in Barron?s, the bullish opinions have declined from 45% to 37% over the past three weeks. This is a contrarian indicator, which assumes that most analysts are wrong at turning points in the market.

The same goes for the put/call ratio which has dropped below 0.60. Anything below a 1.0 is a buy; above a 1.70 is a sell. This chart simply measures investor sentiment. Again, it?s a contrary indicator.

The fall to grace
Its time to reevaluate the current investment climate. Over the past year we?ve had a series of bad tidings, ranging from interest rate hikes to a surge in the price of oil.

The Hammer believes that the sell-off in the U.S. markets has overshot. And based on certain factors, now is the time to buy bottomed-out technology stocks. Specifically, in the worst of the lot ? the broadband Internet industry. But first let me tell you why the big picture will become more benign for investors.



<9922_images/trans.gif> The price of oil will drop
Oil is a cyclical industry that takes from one year to eighteen months to cope with changes in supply and demand. I believe the price of oil has topped and is heading back into the low $20s. Prices recently plunged about $1 a barrel in anticipation of a hike in OPEC?s output, their fourth this year.

OPEC has an automatic supply increase mechanism. If oil trades above $28 a barrel for 20 straight business days then OPEC spits out an additional 500,000 barrels a day. Cheaper oil benefits transportation companies. The transports have been on an upswing; utilities have also been rising. Both of these are leading indicators.

<9922_images/util.gif> Drop in rates
Furthermore, there is every indication that the mythical soft landing is going to happen. The wealth effect bubble of personal spending is moderating. Personal consumption rose by just 2 percent in Q3 and core inflation rose by only 1.9 percent. This isn?t the rabid double digit inflation coupled with high energy costs and skyrocketing gold prices that so many 45 year olds keep warning me about. Gold is priced at $265 an ounce. Not even close to $800.

I believe these conditions leave room for a 50 basis point cut in interest rates by the Fed over the next year. Anyone who has been in the market over the past three years knows that when the Fed cuts rates ? Wall Street turns exuberant.

Further catalysts for earnings growth and a bullish 2001 include the massive spending by congress with its record surplus. Pork might be bad for long term economic gains in this country, but it?s fantastic for short-term increases in earnings.

<9922_images/manu.gif> There is only one conclusion you can reach after digesting these disparate circumstances ? The time to buy is now!

Buy the dips for long term gains
Last year, I recommended Manugistics (MANU:NASDAQ) after it got crushed on a slow down in revenues based on Y2K fears. I played the bounce from $13 to $21. It then went to $6 on its way to $107. Volatility can work for you.

Or check out Ciena (CIEN:NASDAQ). Here is a stock that went from $50 to $4 after being dropped by Cisco. It has since climbed back to a high of $154! Outstanding!

<9922_images/cien.gif> Now I?m not saying that every big tech you bottom fish for is going to be a huge winner. I am saying that if you take a two-year time horizon and buy solid companies shortly after the blood bath you will be rewarded.

Slow dial-up connection ahead
One of the many industries that has been taken to the woodshed is broadband Internet. The market has a tendency to sell-off great companies just before they get their act together. Day traders and IPO hypsters, uh I mean underwriters... Make big promises with short time horizons in new technology. When these expectations aren?t fulfilled they sell ? fast and furious.

And given that there are no fundamentalist value fund guys following these types of plays, they tend to lose up to 90 percent of their value. This is where The Hammer works for you.

With a broader understanding of business models, a shakeout of the wannabes, consolidation in the industry and this year?s macro-economic picture... I believe that certain market leaders ?which are expected to grow more than 300 percent next year and are trading at less than book value! ? could legitimately increase by more than 500 percent over the next year and a half!

The company I?m about to elucidate on below has the lead in market share and is trading under $6. Preposterous.

Problem solvers
If you?d let me switch gears here I?d like to say that the Internet still sucks. I am disgruntled that the Internet remains impossibly slow. So slow, in fact, that three-quarters of all online shoppers abandon their carts before checking out. More than once, Datek has told me to try again later. That?s reprehensible. And I have a T-1 line.

And forget about dialups at home. Every time your mother-in-law calls, you get kicked out of your favorite MP3 site.

These problems were supposed to be solved by now. We were promised speed, movement, go ? go. I want bits and bytes zooming around like Jeff Gordon at Taladaga. But no, don?t even try to go to your favorite portal on a Friday afternoon when the whole working population of North America is visiting NOOF sites or checking out the latest exploding whale.

Fiber to the home, satellites, DSL ? these were the problem solvers. What happened?

Digital Subscriber Line
DSL is broadband to the home that allows for fast Internet service over existing copper wiring. It is a technology that has been around for 11 years but hasn?t been implemented to any great extent, due to the fact that regional Bell operating companies (RBOC?s) have been lethargic and dull in their implementation.

RBOC?s must flip a switch at their central office (hook up a node at their DSLAM). They are descended from a monopoly and believe that they shouldn?t cooperate with any new idea that might increase competition.

There have been a series of court battles to speed up the process. Covad has won these fights, including a recent $750,000 lawsuit against Bell South. Furthermore, new legislation and an enforcement arm of the FCC seems to have had the effect of speeding up the cooperation of these RBOC?s. The Hammer believes that the customer service problems and time drags for installing DSL will be solved going forward.

<9922_images/covd.gif> The Covad story ? a beaten down leader
Once upon a time, Covad was the darling of Wall Street. In fact a mere 9 months ago, in March, its share price was at $66. Covad came out of the gate in February of 1999 riding the wave of Internet mania. Retail investors and analysts alike saw the four-digit growth rate and sent the company into the stratosphere.

We all remember March of this year, when bubble finally burst. The liquidity dried up and the dot-coms were sent to money hell. The good were taken down with the bad.

And then last week the bottom fell out. Covad announced that it has had problems collecting money from smaller ISP?s and telecoms. This is due to the massive shakeout of the telecom industry. Covad missed its revenue growth numbers by a mere $14 million (money that it is still due and might be collected in Q4). The market rewarded this announcement by sending its shares into the toilet.
REVENUE Note: Units in Thousands of U.S. Dollars
1997
1998
1999
2000
MAR
0
186
5,596
41,807
JUN
0
809
10,833
58,160
SEP
0
1,565
19,141
66,653*
DEC
26
2,766
30,918
?
Totals
26
5,326
66,488
166,620*
EARNINGS PER SHARE
1997
1998
1999
2000
MAR
-0.004
-0.260
-0.373
-0.730
JUN
-0.036
-0.740
-0.407
-0.860
SEP
-0.107
-1.227
-0.470
-1.220*
DEC
-0.164
-1.313
-0.530
?
Totals
-0.311
-3.540
-1.780
-2.810

Massive growth, low down payment
But let me remind you. The Internet is real. Hundreds of millions of people use it every day. Money will be made. And the time to buy is when nobody wants anything to do with it. Over the last year, Covad grew revenue by 1148%. Granted, it?s growth off of a low base, but in 2001 that number is expected to be 300%.

That means Covad is expected to have almost one billion in revenue next year. Its current market capitalization is only $800 million!

It is trading less than book and at less than one times forward revenue. That?s as cheap as they come for an industry leader with triple digit growth!

And it gets better!
The market acceptance of DSL is only at 3 percent. Covad owns 17 percent of this three percent. There is plenty of room for fiber to the home (our MDTV play) and DSL, as well as cable. Technologically, cable isn?t up to snuff for two-way internet broadband capability. So, start from that basic idea that everyone wants broadband, and DSL should end up with some portion of market share.

RBOC deals and desires
The biggest concern most people have regarding bombed out companies is that they won?t be around in a couple of years. Covad recently signed a monumental distribution deal with SBC Communications. SBC is the only telecom stock that has actually gone up over the past year.

SBC will resell Covad DSL connections nationally. This deal guarantees Covad $600 million in revenue from those sales over the next six years. Furthermore, SBC will buy 6% of Covad for $150 million. That price equals SBC?s buy at $15 on the share price. That?s more than a 150% premium over Covad?s current market value.

Given the 300 percent growth rate going forward, the new enforcement of competitive legislation, the SBC partnership and the ever important possibilities of a buyout by a larger telecom, such as AT&T... Covad seems like a screaming buy under $6 a share."

[Jockey]

klar an einem tag wie heute ( +44,87% ) sind mal wieder alle seit jahr und tag in covad investiert. aber egal ich freu mich mit euch - habe covad schon ein paar tage länger. lasse die aktie liegen ... warum?

ihr solltet euch das invester paket schicken lassen (mail an [e-mail] genügt) und folgenden hammer artikel lesen (www.hammeronline.com) -



Friday, December 1, 2000

"Hold on to Covad (COVD:NASDAQ). It?s currently trading at US$2 and is as cheap as they come for an industry leader with triple-digit growth potential.

I put out a buy on Covad below US$6. It was at US$3 by the time you received the newsletter. Obviously, I think this is a better price. The stock was cut in half due to the old class action lawsuit.

I?ve seen this more than once. In fact it happened to Manugistics (MANU:NASDAQ), one of the companies I used in my example when explaining this Covad trade. These lawsuits are generally settled out of court and are paid in stock. So shareholders dilute themselves to pay for a settlement to themselves in shares. The only winners are the lawyers. If you don?t like it, stop electing the bastards to elected office.

Take a one-year view and stick with Covad."



November 14, 2000

"This company might just be the best buy of the year ? and the time to buy it is now!
Make 482% over the next 18 months from this DSL Broadband company.

You know the drill: the dot-com dead pool has been growing faster than the implant business in Nevada. The Globe.com, Dr. Koop.com, CyberianOutpost.com... I could go on but I?ll spare you the litany of bubble-to-bust bromides and trite platitudes regarding tulip manias and Austrian economics.

It?s now November. October has cleared away the last of the bullish sentiment. According to the Consensus Index of Bullish opinion published in Barron?s, the bullish opinions have declined from 45% to 37% over the past three weeks. This is a contrarian indicator, which assumes that most analysts are wrong at turning points in the market.

The same goes for the put/call ratio which has dropped below 0.60. Anything below a 1.0 is a buy; above a 1.70 is a sell. This chart simply measures investor sentiment. Again, it?s a contrary indicator.

The fall to grace
Its time to reevaluate the current investment climate. Over the past year we?ve had a series of bad tidings, ranging from interest rate hikes to a surge in the price of oil.

The Hammer believes that the sell-off in the U.S. markets has overshot. And based on certain factors, now is the time to buy bottomed-out technology stocks. Specifically, in the worst of the lot ? the broadband Internet industry. But first let me tell you why the big picture will become more benign for investors.



<9922_images/trans.gif> The price of oil will drop
Oil is a cyclical industry that takes from one year to eighteen months to cope with changes in supply and demand. I believe the price of oil has topped and is heading back into the low $20s. Prices recently plunged about $1 a barrel in anticipation of a hike in OPEC?s output, their fourth this year.

OPEC has an automatic supply increase mechanism. If oil trades above $28 a barrel for 20 straight business days then OPEC spits out an additional 500,000 barrels a day. Cheaper oil benefits transportation companies. The transports have been on an upswing; utilities have also been rising. Both of these are leading indicators.

<9922_images/util.gif> Drop in rates
Furthermore, there is every indication that the mythical soft landing is going to happen. The wealth effect bubble of personal spending is moderating. Personal consumption rose by just 2 percent in Q3 and core inflation rose by only 1.9 percent. This isn?t the rabid double digit inflation coupled with high energy costs and skyrocketing gold prices that so many 45 year olds keep warning me about. Gold is priced at $265 an ounce. Not even close to $800.

I believe these conditions leave room for a 50 basis point cut in interest rates by the Fed over the next year. Anyone who has been in the market over the past three years knows that when the Fed cuts rates ? Wall Street turns exuberant.

Further catalysts for earnings growth and a bullish 2001 include the massive spending by congress with its record surplus. Pork might be bad for long term economic gains in this country, but it?s fantastic for short-term increases in earnings.

<9922_images/manu.gif> There is only one conclusion you can reach after digesting these disparate circumstances ? The time to buy is now!

Buy the dips for long term gains
Last year, I recommended Manugistics (MANU:NASDAQ) after it got crushed on a slow down in revenues based on Y2K fears. I played the bounce from $13 to $21. It then went to $6 on its way to $107. Volatility can work for you.

Or check out Ciena (CIEN:NASDAQ). Here is a stock that went from $50 to $4 after being dropped by Cisco. It has since climbed back to a high of $154! Outstanding!

<9922_images/cien.gif> Now I?m not saying that every big tech you bottom fish for is going to be a huge winner. I am saying that if you take a two-year time horizon and buy solid companies shortly after the blood bath you will be rewarded.

Slow dial-up connection ahead
One of the many industries that has been taken to the woodshed is broadband Internet. The market has a tendency to sell-off great companies just before they get their act together. Day traders and IPO hypsters, uh I mean underwriters... Make big promises with short time horizons in new technology. When these expectations aren?t fulfilled they sell ? fast and furious.

And given that there are no fundamentalist value fund guys following these types of plays, they tend to lose up to 90 percent of their value. This is where The Hammer works for you.

With a broader understanding of business models, a shakeout of the wannabes, consolidation in the industry and this year?s macro-economic picture... I believe that certain market leaders ?which are expected to grow more than 300 percent next year and are trading at less than book value! ? could legitimately increase by more than 500 percent over the next year and a half!

The company I?m about to elucidate on below has the lead in market share and is trading under $6. Preposterous.

Problem solvers
If you?d let me switch gears here I?d like to say that the Internet still sucks. I am disgruntled that the Internet remains impossibly slow. So slow, in fact, that three-quarters of all online shoppers abandon their carts before checking out. More than once, Datek has told me to try again later. That?s reprehensible. And I have a T-1 line.

And forget about dialups at home. Every time your mother-in-law calls, you get kicked out of your favorite MP3 site.

These problems were supposed to be solved by now. We were promised speed, movement, go ? go. I want bits and bytes zooming around like Jeff Gordon at Taladaga. But no, don?t even try to go to your favorite portal on a Friday afternoon when the whole working population of North America is visiting NOOF sites or checking out the latest exploding whale.

Fiber to the home, satellites, DSL ? these were the problem solvers. What happened?

Digital Subscriber Line
DSL is broadband to the home that allows for fast Internet service over existing copper wiring. It is a technology that has been around for 11 years but hasn?t been implemented to any great extent, due to the fact that regional Bell operating companies (RBOC?s) have been lethargic and dull in their implementation.

RBOC?s must flip a switch at their central office (hook up a node at their DSLAM). They are descended from a monopoly and believe that they shouldn?t cooperate with any new idea that might increase competition.

There have been a series of court battles to speed up the process. Covad has won these fights, including a recent $750,000 lawsuit against Bell South. Furthermore, new legislation and an enforcement arm of the FCC seems to have had the effect of speeding up the cooperation of these RBOC?s. The Hammer believes that the customer service problems and time drags for installing DSL will be solved going forward.

<9922_images/covd.gif> The Covad story ? a beaten down leader
Once upon a time, Covad was the darling of Wall Street. In fact a mere 9 months ago, in March, its share price was at $66. Covad came out of the gate in February of 1999 riding the wave of Internet mania. Retail investors and analysts alike saw the four-digit growth rate and sent the company into the stratosphere.

We all remember March of this year, when bubble finally burst. The liquidity dried up and the dot-coms were sent to money hell. The good were taken down with the bad.

And then last week the bottom fell out. Covad announced that it has had problems collecting money from smaller ISP?s and telecoms. This is due to the massive shakeout of the telecom industry. Covad missed its revenue growth numbers by a mere $14 million (money that it is still due and might be collected in Q4). The market rewarded this announcement by sending its shares into the toilet.
REVENUE Note: Units in Thousands of U.S. Dollars
1997
1998
1999
2000
MAR
0
186
5,596
41,807
JUN
0
809
10,833
58,160
SEP
0
1,565
19,141
66,653*
DEC
26
2,766
30,918
?
Totals
26
5,326
66,488
166,620*
EARNINGS PER SHARE
1997
1998
1999
2000
MAR
-0.004
-0.260
-0.373
-0.730
JUN
-0.036
-0.740
-0.407
-0.860
SEP
-0.107
-1.227
-0.470
-1.220*
DEC
-0.164
-1.313
-0.530
?
Totals
-0.311
-3.540
-1.780
-2.810

Massive growth, low down payment
But let me remind you. The Internet is real. Hundreds of millions of people use it every day. Money will be made. And the time to buy is when nobody wants anything to do with it. Over the last year, Covad grew revenue by 1148%. Granted, it?s growth off of a low base, but in 2001 that number is expected to be 300%.

That means Covad is expected to have almost one billion in revenue next year. Its current market capitalization is only $800 million!

It is trading less than book and at less than one times forward revenue. That?s as cheap as they come for an industry leader with triple digit growth!

And it gets better!
The market acceptance of DSL is only at 3 percent. Covad owns 17 percent of this three percent. There is plenty of room for fiber to the home (our MDTV play) and DSL, as well as cable. Technologically, cable isn?t up to snuff for two-way internet broadband capability. So, start from that basic idea that everyone wants broadband, and DSL should end up with some portion of market share.

RBOC deals and desires
The biggest concern most people have regarding bombed out companies is that they won?t be around in a couple of years. Covad recently signed a monumental distribution deal with SBC Communications. SBC is the only telecom stock that has actually gone up over the past year.

SBC will resell Covad DSL connections nationally. This deal guarantees Covad $600 million in revenue from those sales over the next six years. Furthermore, SBC will buy 6% of Covad for $150 million. That price equals SBC?s buy at $15 on the share price. That?s more than a 150% premium over Covad?s current market value.

Given the 300 percent growth rate going forward, the new enforcement of competitive legislation, the SBC partnership and the ever important possibilities of a buyout by a larger telecom, such as AT&T... Covad seems like a screaming buy under $6 a share."

[Kostolany4]

Insiderverkäufe am laufenden Band !

Am 17.1.2001 ist auch INTEL ausgestiegen. Es gibt IMHO keine Hoffnung
auf Erholung und man sollte den Wert doch eher meiden.

[Der Geschworene]

Was issn jetzt los nur noch 15% plus

[wallfisch]

Offenbar kriegen paar Leute das Zittern und realisieren
Tagesgewinne ...

Muss aber nix schlimm sein, morgen ist wieder Covad-Tag

w

[Der Geschworene]

Dein Wort in Gottes Ohr!!!

[wallfisch]

Hatt geklappt, schon wieder bei plus 20 % !!

W

[knorr]

Hi Wallfisch !!

Psychologisch gesehen konnte es besser gar nicht ausgehen.


Mein Kursziel für heute in D íst 6,2 Euro.

Also viel Spaß !

[wallfisch]

COVD gibt vorbörslich deutlich ab ..
z.Zt unter 4,5 $
w

[V.Mac]

heute, was ja auch völlig normal nach der letzten Woche und besonders des letzten Tages ist, kommts zu Gewinnmitnahmen.

Langfristig bin ich nach wie vor davon überzeugt, daß wir wieder 2-stellige Kurse sehen.

V.Mac

[Kostolany4]

Leute erkennt die Realität.

Bei dieser Aktie ist wahrscheinlich der Ofen aus.

Jetzt wird noch ein bißchen manipuliert. Das können die Insider gut machen,
indem sie gezinkte Meldungen herausgeben. Die Insider selber steigen dann bei
den kurzfristig etwas höheren Kursen aus.

Nächstes Kursziel 3 Dollar

Mittelfristiges Kursziel NULL plus Epsilon

Verbrennt Euch nicht die Finger mit so einem Käse.

[wallfisch]

Nur keinen Neid ...

w

[knorr]

Hi Wallfisch !


Schau Dir mal Calico commerce an !

Ich habe mir kleine Positionen aufgebaut.

Bei Covad habe ich meinen Einsatz raus geholt -Gewinne lasse ich bis 15-20 Euro laufen.


Bin z.Z Fett in Star Telecom investiert



Bei EGGHEAD bin ich ohne Gewinn u. Verlust gestern ausgestiegen,weil ich der Meinung bin das dieser Wert doch noch die 1 Euromarke antasten wird.Hoffe danach auf steigende Kurse.


cu

[wallfisch]

Hi Knorr , bist Du etwa bei COVD zittrig geworden ...

CLIC ist mir nicht geheuer , der Wert will nicht so recht .

Star hab ich schön bei 0,75 verkauft.

Bin aber satt in NETA eingestiegen , die Firma kommt wieder
je mehr Hacker aktiv werden

w

[knorr]

Nee mache ich eigentlich immer so das ich bei hohen Gewinne meinen Einsatz raus nehme.

[wallfisch]

covad steigt schon wieder plus 6 % !!

Zeit zum Nachkaufen !?

w

[knorr]

Habe heute Letsbuyit.com gekauft mit 0,47 Euro


Aktuell bei 0,53 Euro


Bei Covad war eine Gegenreaktion zu erwarten.