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langsam wird es peinlich, seit 19.10. jeden Tag +20% ! Covad Communications ! - 500 Beiträge pro Seite (Seite 2)



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Begriffe und/oder Benutzer

 

nachbörslich in den USA bei USD 2,48, was wiederum mal einen neuen Höchststand in der kürzeren Geschiche bedeutet.

Grund dafür dürfte diese kurz nach Börsenschluß erschienene Meldung sein:

Covad Secures $50 Million Credit Facility; Redeems AT&T Liability and Plans to Withdraw Shelf Registration
THURSDAY, APRIL 13, 2006 4:37 PM - BusinessWire

After Hours Trading 4/13/2006 6:26:00 PM
Last: 2.48 Change: +0.10 Volume: 15,200


SAN JOSE, Calif., Apr 13, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, today announced that it has obtained a two-year $50 million senior secured revolving credit facility with the Santa Clara, Calif. based Silicon Valley Bank. The credit facility is available for general corporate purposes.

"We are pleased to establish this relationship with Silicon Valley Bank," said Christopher Dunn, Covad chief financial officer. "The availability of this credit facility validates Covad's commitment to improving its balance sheet liquidity and provides us with increased flexibility to refinance existing liabilities."

As part of the transaction, Covad has redeemed its existing collateralized customer deposit liability with AT&T, one of Covad's largest wholesale partners. This liability has been terminated and AT&T has relinquished its related liens on Covad's assets. Covad plans to borrow funds available under the revolving credit facility as needed.

In conjunction with securing the credit facility, Covad also announced that it will withdraw the universal shelf registration statement it filed with the Securities and Exchange Commission in October 2005 without making any sales under that registration statement.
---------------------------------------------------------------------------------------------

Auch das gibt meines Erachtends wider, dass momentan sogar von Seiten der Banken Vertrauen in Covad besteht. Und die sind doch für gewöhnlich die Letzten, die ein Risiko eingehen.

Wenn´s dem Kurs hilft......

V.Mac
Am 27.4.06 wird sich zeigen, ob der Trend nachhaltig anhält, da die Q1 Zahlen veröffentlicht werden.

Covad Communications to Host First Quarter 2006 Conference Call on
April 27 at 5 p.m. ET/2 p.m. PT


Für heute hat die nachbörsliche Meldung vom Donnerstag auf alle Fälle für eine positive Entwicklung gesorgt.

V.Mac
Unsere Covad pausiert auf hohem Niveau. Eigentlich rechne ich nochmals mit einem kurzen Hype vor den Zahlen am 27. April.

Kann natürlich auch sein, dass die Anleger jetzt schon alle warten bis dahin und erst dann die Entscheidung fällt. Wollen mal hoffen, dass unsere Covad nicht enttäuscht. Positive Meldungen gab es ja häufig genug.:)
04/20/2006
Dow Jones News Services
(Copyright © 2006 Dow Jones & Company, Inc.)



By Riva Richmond
Of DOW JONES NEWSWIRES

NEW YORK (Dow Jones)--Earthlink Inc. (ELNK) said net income fell 51%
and revenue slipped 7.5%, as the Internet service provider ramped up
spending on growth initiatives it hopes will jump start sluggish
revenue from its core consumer access business.

However, EarthLink's stock jumped as much as 8% in morning trading,
propelled by a profit figure that was better than Wall Street
expected as well as improved financial and subscriber forecasts for
the full year that move the company toward growth.

The profit beat was due mainly to lower-than-expected losses from
EarthLink's Helio wireless joint venture with SK Telecom Co. (SKM),
in light of slightly delayed product rollouts. And the better
outlook was sparked by near-term cost reductions caused by rollout
delays for EarthLink's new Internet-calling and DSL bundled service,
provide with Covad Communications Group Inc. (DVW), and the addition
of New Edge Networks, whose acquisition closed last week.


"Everybody just wants to see top-line growth," said Chief Executive
Garry Betty of the market reaction in an interview with Dow Jones
Newswires. He predicted more share gains as the company executes on
its growth plans and starts showing results from its initiatives,
which include Internet calling, Helio and providing municipal Wi-Fi
Internet services under city contracts.

Early Thursday, the Atlanta company reported first-quarter net
income of $16.4 million, or 12 cents a share, down from $33.3
million, or 22 cents a share, a year ago. Revenue fell to $310
million from $335 million. Analysts expected earnings of 8 cents a
share on revenue of $311 million, according to a survey by Thomson
First Call.

"EarthLink had another good quarter with our existing business
performing as expected in terms of subscribers, revenues, and
profitability," Betty said on a conference call with analysts early
Thursday. "As 2006 continues to unfold, EarthLink expects to add
voice subscribers, additional Wi-Fi markets and integrate the New
Edge Networks acquisition."

EarthLink will gain its first concrete experience with running muni
Wi-Fi networks in the next couple of quarters, when its services in
Anaheim, Calif., and Philadelphia begin to come on line. As for
additional contracts, the company is focused on New Orleans, which
will choose a provider in early May, and Minneapolis, which is also
expected to make a provider selection this quarter. Four or five
other cities where EarthLink has bid are also close to decisions,
Betty said in the interview.

The company said it now expects full-year net income between break-
even and a loss of $40 million, slightly better than the company's
February prediction, which put the low end of the range at a loss of
$45 million. Both estimates include $90 million to $110 million in
expected losses from Helio.

The company lifted its revenue forecast to between $1.33 billion and
$1.38 billion, due mainly to the addition of 8 1/2 months of New
Edge Networks' annual revenue, expected to total about $130 million.
EarthLink previously predicted full-year revenue of about $1.3
billion, in-line with 2005 levels.

EarthLink also raised is 2006 subscriber forecast, predicting net
new subscriber additions of 50,000 and 75,000. Previously it
predicted subscriber numbers would be flat at total of about 5.3
million.

EarthLink's stock recently traded at $9.73, up 5.1% or 47 cents, on
volume of 1.8 million shares, compared with average daily volume of
1.9 million shares.

-By Riva Richmond, Dow Jones Newswires; 201-938-5670;
riva.richmond@dowjones.com


(END) Dow Jones Newswires

04-20-06 1154ET

Copyright (c) 2006 Dow Jones & Company, Inc.

-------------------------------------------------------------
da können die anderen "Großen" was lernen
Antwort auf Beitrag Nr.: 21.250.550 von arnouxx am 20.04.06 10:18:10Noch ein paar Wachstumsprognosen für VOIP in den Staaten bis 2009:

http://www.businessweek.com/technology/tech_stats/VoIP060419…
-------------------------------------------------------------------
Das sollte doch einiges für unser Schätzchen abfallen.:cool:
wieder ein starker Kaufimpuls aus der Führungsriege:

Derivative transactions: Code Title Transaction
Date Exercisable
Date Expiration
Date Reported
Date Company Symbol Insider Relationship Shares Conversion
Price Shares
Owned Ownership Filing
A Options (right to buy) 2006-04-20 2006-05-20 2014-04-20 2006-04-21
17:26:54 COVAD COMMUNICATIONS GROUP INC DVW CRANDALL L DALE Director 10,000 $2.41 10,000 D View
A Options (right to buy) 2006-04-20 2006-05-20 2014-04-20 2006-04-21
17:26:54 COVAD COMMUNICATIONS GROUP INC DVW CRANDALL L DALE Director 30,000 $2.41 30,000 D View
A Options (right to buy) 2006-04-20 2006-05-20 2014-04-20 2006-04-21
17:21:51 COVAD COMMUNICATIONS GROUP INC DVW Hook Lisa Director 30,000 $2.41 30,000 D View
A Options (right to buy) 2006-04-20 2006-05-20 2014-04-20 2006-04-21
17:14:26 COVAD COMMUNICATIONS GROUP INC DVW LYNCH DANIEL C Director 5,000 $2.41 5,000 D View
A Options (right to buy) 2006-04-20 2006-05-20 2014-04-20 2006-04-21
17:14:26 COVAD COMMUNICATIONS GROUP INC DVW LYNCH DANIEL C Director 30,000 $2.41 30,000 D View
A Options (right to buy) 2006-04-20 2006-05-20 2014-04-20 2006-04-21
17:10:46 COVAD COMMUNICATIONS GROUP INC DVW JALKUT RICHARD A Director 30,000 $2.41 30,000 D View
A Options (right to buy) 2006-04-20 2006-05-20 2014-04-20 2006-04-21
17:07:31 COVAD COMMUNICATIONS GROUP INC DVW IRVING LARRY Director 30,000 $2.41 30,000 D View
A Options (right to buy) 2006-04-21 2006-05-20 2014-04-20 2006-04-21
17:04:42 COVAD COMMUNICATIONS GROUP INC DVW MCMINN CHARLES Director 30,000 $2.41 30,000 D View
Kommen die Zahlen am 27.04. eigentlich vorbörslich oder nachbörslich?
Antwort auf Beitrag Nr.: 21.322.898 von arnouxx am 26.04.06 08:37:28Nachbörslich, 23:00 Uhr.
Bestes Quartals-Ergebnis aller Zeiten !!!!!!!!!!!!!!!!!!!!!!!!!!!!!

:):laugh::)
Covad Communications Group Reports First Quarter 2006 Results; Company Posts Best-Ever Quarterly Revenue, Reports Positive EBITDA, and Finalizes EarthLink and NextWeb Transactions

SAN JOSE, Calif.--(BUSINESS WIRE)--April 27, 2006--Covad Communications Group, Inc. (AMEX:DVW), a leading national provider of integrated voice and data communications, was EBITDA positive in the first quarter of 2006 on the strength of the company's best-ever quarterly revenue and continuing execution of its cost management initiatives. Net loss for the first quarter of 2006 was $9.3 million, or $0.03 per share, an improvement of $8.6 million, or 48.0 percent, from the $17.9 million net loss, or $0.07 per share, reported for the fourth quarter of 2005. The first quarter of 2006 also saw Covad close its acquisition of wireless broadband provider NextWeb and a $50.0 million strategic financing agreement with EarthLink to expand line-powered voice access to eight additional cities.

Charles Hoffman, Covad president and chief executive officer, said: "In Q1 we delivered strong results and beat guidance by reporting positive EBITDA a full quarter ahead of schedule. We remain fully focused on executing our strategy and achieving our financial objectives."

"We will continue to innovate and seek partnerships that fit our strategy, while steadily increasing our direct share of the business. The EarthLink investment in particular illustrates a strong commitment to Covad's strategy and will enable us to create a next-generation network ahead of our competitors."

Financial Summary

-- Net revenues for the first quarter of 2006 totaled $117.8
million, an increase of 3.6 percent from the $113.7 million
reported for the fourth quarter of 2005, and an increase of
9.4 percent from the $107.7 million reported for the first
quarter of 2005. Net revenues for the first quarter of 2006
included $1.7 million from a software license agreement.

-- Broadband and VoIP subscription revenues for the first quarter
of 2006 totaled $101.0 million, an increase of 2.8 percent
from the $98.3 million reported for the fourth quarter of
2005, and an increase of 10.4 percent from the $91.5 million
reported for the first quarter of 2005. Refer to the Selected
Financial Data below, including Note 3, for additional
information, including a reconciliation of this non-GAAP
financial performance measure to the most directly comparable
GAAP measure.

-- Wholesale subscribers for the first quarter of 2006
contributed $81.1 million of net revenues, or 68.9 percent, as
compared to $80.1 million, or 70.5 percent, for the fourth
quarter of 2005, and $76.3 million, or 70.8 percent, for the
first quarter of 2005. Direct subscribers for the first
quarter of 2006 contributed $36.7 million of net revenues, or
31.1 percent, as compared to $33.6 million, or 29.5 percent,
for the fourth quarter of 2005, and $31.4 million, or 29.2
percent, for the first quarter of 2005.

-- Business subscribers for the first quarter of 2006 contributed
$87.5 million of net revenues, or 74.3 percent, as compared to
$82.7 million, or 72.7 percent, for the fourth quarter of
2005, and $77.3 million, or 71.8 percent, for the first
quarter of 2005. Consumer subscribers for the first quarter of
2006 contributed $30.3 million of net revenues, or 25.7
percent, as compared to $31.0 million, or 27.3 percent, for
the fourth quarter of 2005, and $30.4 million, or 28.2
percent, for the first quarter of 2005.

-- Loss from operations for the first quarter of 2006 totaled
$9.0 million, an improvement of $8.8 million, or 49.4 percent,
from the $17.8 million reported for the fourth quarter of
2005, and an improvement of $17.6 million, or 66.2 percent,
from the $26.6 million reported for the first quarter of 2005.

-- Earnings before interest, taxes, depreciation and
amortization, or EBITDA, for the first quarter of 2006 totaled
$2.1 million, an improvement of $5.5 million from the $3.4
million EBITDA loss reported for the fourth quarter of 2005,
and an improvement of $9.5 million from the $7.4 million
EBITDA loss reported for the first quarter of 2005. EBITDA for
the first quarter of 2006 includes $1.7 million from a
software license agreement, and $0.7 million of employee
stock-based compensation expense as a result of Covad's
adoption of SFAS 123R effective January 1, 2006. As previously
reported, EBITDA loss for the fourth quarter of 2005 included
a reduction in network costs of approximately $4.2 million,
primarily as a result of a billing settlement reached with
Verizon Communications, Inc., which was partially offset by an
increase in employee compensation and other operating expenses
of approximately $2.5 million, primarily as a result of
reductions in workforce during the fourth quarter of 2005.
Refer to the Selected Financial Data below, including Note 2,
for additional information, including a reconciliation of this
non-GAAP financial performance measure to the most directly
comparable GAAP measure.

-- Net loss for the first quarter of 2006 totaled $9.3 million,
or $0.03 per share, an improvement of $8.6 million, or 48.0
percent, from the $17.9 million net loss, or $0.07 per share,
reported for the fourth quarter of 2005. For the first quarter
of 2005, Covad reported net income of $34.4 million, or $0.11
per share. Net income for the first quarter of 2005 included a
$54.0 million gain that was deferred when Covad deconsolidated
its former subsidiary, BlueStar Communications Group, Inc., in
2001. Also included in net income for the first quarter of
2005 is a $7.2 million net gain from the sale of part of
Covad's investment in ACCA Networks Co. Ltd, a Japanese
broadband provider. Excluding these gains, net loss for the
first quarter of 2005 would have been $26.8 million. Compared
to this adjusted number for the first quarter of 2005, net
loss for the first quarter of 2006 improved by $17.5 million,
or 65.3 percent, from the first quarter of 2005.

-- Cash, cash equivalents and short-term investment balances,
including restricted cash and investments, at the end of the
first quarter of 2006 totaled $140.3 million, an increase of
$38.3 million when compared to the balance of $102.0 million
at the end of the fourth quarter of 2005. As stated above,
Covad received $50.0 million as a result of the strategic
funding agreement with EarthLink to expand line-powered voice
access to eight additional cities. In addition, as a result of
the close of the acquisition of NextWeb, Covad paid, on a net
basis, approximately $3.2 million as part of the purchase
price consideration. Excluding the EarthLink and NextWeb
transactions, Covad's cash usage for the first quarter of 2006
was $8.5 million.

-- On April 13, 2006, Covad redeemed its secured collateralized
customer deposit with AT&T for $33.5 million, which was
approximately $1.8 million less than the carrying amount of
such liability. As a result of the redemption, AT&T has
relinquished its related liens on Covad's assets. In
conjunction with the redemption of this liability, Covad
obtained a two-year senior secured revolving credit facility
for up to $50.0 million from Silicon Valley Bank.

"In this quarter we were able to achieve strong financial results and improve our bottom line by growing our base of high value direct customers, monetizing prior investments in our business, and maintaining our focus on operating costs," said Christopher Dunn, Covad chief financial officer. "Milestones such as the NextWeb acquisition, EarthLink investment, redemption of the AT&T collateralized customer deposit, and the recently established credit facility, position us well as we look towards the remainder of 2006 and beyond."

Operating Statistics

-- Broadband lines in service at the end of the first quarter of
2006 were approximately 556,900, a 1.7 percent increase from
the first quarter of 2005. While total broadband lines in
service decreased by 1.8 percent from the fourth quarter of
2005, business broadband lines in service increased by 2,200
to 234,500. VoIP business customers at the end of the first
quarter of 2006 were 1,328, a 15.8 percent increase from the
fourth quarter of 2005 and a 92.5 percent increase from the
first quarter of 2005. VoIP stations at the end of the first
quarter of 2006 were approximately 42,800, a 5.4 percent
increase from the fourth quarter of 2005 and an 82.9 percent
increase from the first quarter of 2005.

-- Broadband lines in service at the end of the first quarter of
2006 were approximately 478,400, or 85.9 percent, wholesale
and 78,500, or 14.1 percent, direct, as compared to
approximately 488,100, or 86.1 percent, wholesale and 79,100,
or 13.9 percent, direct at the end of the fourth quarter of
2005, and approximately 465,900, or 85.1 percent, wholesale
and 81,500, or 14.9 percent, direct at the end of first
quarter of 2005.

-- Broadband lines in service at the end of the first quarter of
2006 were approximately 322,400, or 57.9 percent, consumer and
234,500, or 42.1 percent, business, as compared to
approximately 334,800, or 59.0 percent, consumer and 232,400,
or 41.0 percent, business at the end of the fourth quarter of
2005, and approximately 320,200, or 58.5 percent, consumer and
227,200, or 41.5 percent, business at the end of first quarter
of 2005.

-- Weighted average revenue per user, or ARPU, for broadband
lines in service for the first quarter of 2006 was $56 per
month, up from $54 for the fourth quarter of 2005, and up from
$55 for the first quarter of 2005. VoIP ARPU, excluding
resellers, was $1,900 per month for the first quarter of 2006,
up from $1,681 for the fourth quarter of 2005, and up from
$1,763 for the first quarter of 2005.

-- Net customer disconnections, or churn, for broadband lines
averaged approximately 2.9 percent in the first quarter of
2006, up from 2.8 percent for the fourth quarter of 2005, and
down from 3.1 percent for the first quarter of 2005.

Business Outlook Q2-06

-- Net revenues in the range of $117.0 - $121.5 million.

-- Broadband and VoIP subscription revenues in the range of
$103.0 - $106.0 million.

-- EBITDA in the range of $2.0 - $4.0 million.

-- Net loss in the range of $6.5 - $10.0 million.

-- Net usage of cash, cash equivalents and short-term
investments, including restricted cash and investments, are
expected to be as follows:

-- Core Business $ (6.0) - $ (8.0)

-- LPVA build (funded by EarthLink
in Q1-06) (11.5) - (12.5)

-- Redemption of AT&T collaterized
customer deposit (33.5) - (33.5)

-- Draw on credit facility 5.0 - 5.0
--- ---

Total $(46.0) - $(49.0)
======= =======


Covad Analyst Day

Covad announced that it will host an event open to all analysts and investors on May 30, 2006. The event will take place at the Westin Hotel, Times Square, in New York City, starting at 1 p.m. ET. A Webcast of the event will be available on the Covad web site at http://www.covad.com/companyinfo/investorrelations. At the event, Covad senior management will discuss the company's strategy and provide financial outlook for the remainder of 2006.

Conference Call Information

Covad will conduct a conference call to discuss these financial results on Thursday, April 27, 2006 at 5:00 p.m. Eastern Time (ET)/ 2:00 p.m. Pacific Time (PT). The conference call will be webcast over the Internet. To listen to the call, visit the Event Calendar section on the Covad web site at http://www.covad.com/companyinfo/investorrelations. Investors and press may also participate in the call by dialing (866) 250-3615. Participants are advised to call in 5 minutes prior to the start time. The conference call will be recorded and available for replay listening until 11:59 p.m. ET on May 4, 2006 by dialing (800) 405-2236 and referencing pass code 11058725.

About Covad

Covad is a leading nationwide provider of broadband voice and data communications. The company offers DSL, Voice Over IP, T1, Web hosting, managed security, IP and dial-up, wireless broadband, and bundled voice and data services directly through Covad's network and through Internet Service Providers, value-added resellers, telecommunications carriers and affinity groups to small and medium-sized businesses and home users. Covad broadband services are currently available across the nation in 44 states and 235 Metropolitan Statistical Areas (MSAs) and can be purchased by more than 57 million homes and businesses, which represent over 50 percent of all US homes and businesses. Corporate headquarters is located at 110 Rio Robles San Jose, CA 95134. Telephone: 1-888-GO-COVAD. Web Site: www.covad.com.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:

The foregoing contains "forward-looking statements" which are based on management's current information and beliefs as well as on a number of assumptions concerning future events made by management. Examples of forward-looking statements include expectations regarding Covad's relationships with its customers and strategic partners, increases in Covad's direct sales of services, improvements to its network, reaching cash flow positive and creation of a next-generation network ahead of its competitors, as well as the company's expected revenue, Broadband and VoIP subscription revenue, broadband subscriber line growth, net loss, EBITDA, change in cash, cash equivalents and short term investments, including restricted cash and investments. Readers are cautioned not to put undue reliance on such forward-looking statements, which are not a guarantee of performance and are subject to a number of uncertainties and other factors, many of which are outside Covad's control that could cause actual results to differ materially from such statements. These risk factors include operational challenges that may arise as we deploy line-powered voice access, difficulties as we rapidly expand, deploy and improve our services, the impact of increasing competition, pricing pressures, consolidation in the telecommunications industry, uncertainty in telecommunications regulations and changes in technologies, among other risks. For a more detailed description of the risk factors that could cause such a difference, please see Covad's Forms 10-K, 10-Q, 8-K and other filings with the Securities and Exchange Commission. Covad disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. This information is presented solely to provide additional information to further understand the results of Covad.

COVAD COMMUNICATIONS GROUP, INC.
SELECTED FINANCIAL DATA (unaudited)
(in thousands)


Condensed Consolidated Balance
Sheet Data As of As of
Mar 31, 2006 Dec 31, 2005
------------- -------------

Cash, cash equivalents, and short-term
investments $ 84,985 $ 96,501
Restricted cash and cash equivalents 55,310 5,503
Accounts receivable, net 29,729 28,074
All other current assets 12,669 10,971
Property and equipment, net 70,035 71,663
Collocation fees and other intangible
assets, net 26,314 20,715
Goodwill 50,020 36,626
Deferred costs of service activation 24,534 25,456
Deferred debt issuance costs, net 4,470 3,223
All other long-term assets 1,848 1,849
------------- -------------
Total assets $ 359,914 $ 300,581
============= =============

Total current liabilities $ 142,367 $ 133,217
Long-term debt 166,014 125,000
Collateralized and other long-term
customer deposits 7,585 16,912
Unearned revenues 42,074 43,758
Other long-term liabilities 2,460 1,863
Total stockholders' deficit (586) (20,169)
------------- -------------
Total liabilities and stockholders'
deficit $ 359,914 $ 300,581
============= =============



COVAD COMMUNICATIONS GROUP, INC.
SELECTED FINANCIAL DATA (unaudited)
(in thousands, except per share amounts)


Condensed Consolidated Statements
of Operations Data Three Months Ended
-----------------------------------
Mar 31, Dec 31, Mar 31,
2006 2005 2005
----------- ----------- -----------

Revenues, net $ 117,751 $ 113,651 $ 107,718

Operating expenses:
Cost of sales (exclusive of
depreciation and amortization) 79,937 77,653 72,749
Selling, general and
administrative 34,965 35,744 42,374
Depreciation and amortization
of property and equipment 8,648 11,079 13,785
Amortization of collocation
fees and other intangible
assets 2,400 3,349 5,364
Provision for restructuring and
post-employment benefits 763 3,640 -
----------- ----------- -----------
Total operating expenses 126,713 131,465 134,272
----------- ----------- -----------

Loss from operations (8,962) (17,814) (26,554)

Other income (expense)
Gain on deconsolidation of
subsidiary - - 53,963
Gain on sale of equity
securities - - 7,246
Other (318) (74) (281)
----------- ----------- -----------
Other income (expense), net (318) (74) 60,928
----------- ----------- -----------
Net income (loss) $ (9,280) $ (17,888) $ 34,374
=========== =========== ===========

Earnings (loss) per common share:
Basic $ (0.03) $ (0.07) $ 0.13
=========== =========== ===========
Diluted $ (0.03) $ (0.07) $ 0.11
=========== =========== ===========

Weighted average number of common
shares outstanding
Basic 276,488 266,601 263,690
=========== =========== ===========
Diluted 276,488 266,601 310,755
=========== =========== ===========

Gross Margin (Note 1) $ 37,814 $ 35,998 $ 34,969
% of revenue 32.1% 31.7% 32.5%


EBITDA Calculation (Note 2) Three Months Ended
-----------------------------------
Mar 31, Dec 31, Mar 31,
2006 2005 2005
----------- ----------- -----------

Net income (loss) $ (9,280) $ (17,888) $ 34,374
Plus: Other (income) expense, net 318 74 (60,928)
Depreciation and
amortization of property
and equipment 8,648 11,079 13,785
Amortization of collocation
fees and other intangible
assets 2,400 3,349 5,364
----------- ----------- -----------
EBITDA (Note 2) $ 2,086 $ (3,386) $ (7,405)
=========== =========== ===========



COVAD COMMUNICATIONS GROUP, INC.
SELECTED FINANCIAL DATA (unaudited)
(in thousands, except key operating data)


Consolidated Revenue Data Three Months Ended
-----------------------------
Mar 31, Dec 31, Mar 31,
2006 2005 2005
--------- --------- ---------

Broadband subscription revenue (Note 3) $ 94,880 $ 93,537 $ 89,087
VoIP subscription revenue (Note 3) 6,124 4,735 2,431
High-capacity circuit subscription
revenue 4,416 4,203 4,193
--------- --------- ---------
Total subscription revenue 105,420 102,475 95,711
Financially distressed partners (Note 4) 72 (64) (126)
Customer rebates and incentives not
subject to deferral (Note 5) (77) (21) (48)
Other revenue, net (Note 6) 12,336 11,261 12,181
--------- --------- ---------
Revenues, net $117,751 $113,651 $107,718
========= ========= =========


Consolidated Cost of Sales Data
(exclusive of depreciation and
amortization) Three Months Ended
-----------------------------
Mar 31, Dec 31, Mar 31,
2006 2005 2005
--------- --------- ---------

Direct cost of revenue, net (Note 8) $ 23,545 $ 22,552 $ 19,155
Other network and product costs (Note 9) 56,392 55,101 53,594
--------- --------- ---------
Cost of sales (exclusive of
depreciation and amortization) $ 79,937 $ 77,653 $ 72,749
========= ========= =========

Key Operating Data As of
-----------------------------
Mar 31, Dec 31, Mar 31,
2006 2005 2005
--------- --------- ---------
End of Period Lines (EOP)
Company
Business 234,516 232,347 227,158
Consumer 322,434 334,828 320,256
--------- --------- ---------
Total Company 556,950 567,175 547,414

Wholesale
Business 171,855 171,000 168,189
Consumer 306,576 317,080 297,765
--------- --------- ---------
Total Wholesale 478,431 488,080 465,954

Direct
Business 62,661 61,347 58,969
Consumer 15,858 17,748 22,491
--------- --------- ---------
Total Direct 78,519 79,095 81,460

Direct VoIP
Customers 1,328 1,147 690
Stations 42,787 40,599 23,420

Average Revenue per User (ARPU)
Company
Business $ 99 $ 98 $ 96
Consumer $ 25 $ 25 $ 25
--------- --------- ---------
Total Company $ 56 $ 54 $ 55

Wholesale
Business $ 82 $ 82 $ 78
Consumer $ 24 $ 24 $ 25
--------- --------- ---------
Total Wholesale $ 45 $ 44 $ 44

Direct
Business $ 145 $ 145 $ 147
Consumer $ 34 $ 34 $ 32
--------- --------- ---------
Total Direct $ 121 $ 119 $ 116

Direct VoIP
Customers (excluding resellers) $ 1,900 $ 1,681 $ 1,763
Stations $ 49 $ 41 $ 37



COVAD COMMUNICATIONS GROUP, INC.
SELECTED FINANCIAL DATA (unaudited)
(in thousands)


Business Outlook
----------------

EBITDA Calculation (Note 2) Three Months Ending
Jun 30, 2006
--------------------------
Projected Range of Results
--------------------------

Net loss $ (10,000) $ (6,500)
Plus: Other (income) expense, net 1,000 500
Depreciation and amortization of
property and equipment 8,000 7,500
Amortization of collocation fees
and other intangible assets 3,000 2,500
---------- ----------
EBITDA (Note 2) $ 2,000 to $ 4,000
========== ==========


Consolidated Revenue Data Three Months Ending
Jun 30, 2006
--------------------------
Projected Range of Results
--------------------------

Broadband subscription revenue (Note 3) $ 96,000 $ 98,000
VoIP subscription revenue (Note 3) 7,000 8,000
High-capacity circuit subscription
revenue 4,000 4,500
---------- ----------
Total subscription revenue 107,000 to 110,500
Financially distressed partners (Note 4): - -
Customer rebates and incentives not
subject to deferral (Note 5) - -
Other revenue, net (Note 6) 10,000 to 11,000
---------- ----------
Revenues, net $ 117,000 $ 121,500
========== ==========


Notes to Unaudited Selected Financial Data

1. Gross margin is calculated by subtracting cost of sales
(exclusive of depreciation and amortization) from revenues, net.

2. Management believes that Earnings Before Interest, Taxes,
Depreciation and Amortization ("EBITDA"), defined as net loss
excluding (i) depreciation and amortization of property and
equipment, (ii) amortization of intangible assets, and (iii)
other income (expense), net, is a useful measure because it
provides additional information about the company's ability to
meet future capital expenditures and working capital requirements
and fund continued growth. Management also uses this measure to
evaluate the performance of its business segments and as a factor
in its employee bonus program. EBITDA may be defined differently
by other companies and should not be used as an alternative to
our operating and other financial information as determined under
accounting principles generally accepted in the United States.
EBITDA is not a prescribed term under accounting principles
generally accepted in the United States, does not directly
correlate to cash provided by or used in operating activities and
should not be considered in isolation, nor as an alternative to
more meaningful measures of performance determined in accordance
with accounting principles generally accepted in the United
States. EBITDA generally excludes the effect of capital costs.

3. Broadband and VoIP subscription revenue is defined as billings
for recurring broadband and VoIP services provided during the
period. Broadband and VoIP subscription revenue excludes charges
for Federal Universal Service Fund ("FUSF") assessments, dial-up
services, and high-capacity circuits and other adjustments. In
addition, Broadband and VoIP subscription revenue includes bills
issued to customers that are classified as financially distressed
and whose revenue is only recognized if cash is received (refer
to Note 4 below for a more detailed discussion on accounting for
financially distressed partners). Management believes broadband
and VoIP subscription revenue is a useful measure for investors
as it represents a key indicator of the growth of the company's
core business. Management uses broadband and VoIP subscription
revenue to evaluate the performance of its business segments.

4. When the company determines that (i) the collectibility of a bill
issued to a customer is not reasonably assured or (ii) its
ability to retain some or all of the payments received from a
customer that has filed for bankruptcy protection is not
reasonably assured, the customer is classified as "financially
distressed" for revenue recognition purposes. A bill issued to a
financially distressed customer is recognized as revenue when
services are rendered and cash for those services is received,
assuming all other criteria for revenue recognition have been
met, and only after the collection of all previous outstanding
accounts receivable balances. Consequently, there may be
significant timing differences between the time a bill is issued,
the time the services are provided and the time that cash is
received and revenue is recognized.

5. Customer rebates and incentives not subject to deferral consist
of amounts paid or accrued under marketing, promotion and rebate
incentive programs with certain customers. Rebates and
incentives paid or accrued under these programs are not
accompanied by any up-front charges billed to customers.
Therefore, these charges are accounted for as reductions of
revenue as incurred.

6. Other revenues consist primarily of revenue recognized from
amortization of prior period SAB 104 deferrals (refer to Note 7
below for a discussion of SAB 104), FUSF billed to our customers
and other revenues not subject to SAB 104 deferral because they
do not relate to an on-going customer relationship or performance
of future services.

7. In accordance with SAB 104, the company recognizes up-front fees
associated with service activation, net of any amounts
concurrently paid or accrued under certain marketing, promotion
and rebate incentive programs, over the expected term of the
customer relationship, which is presently estimated to be 24 to
48 months, using the straight-line method. The company also
treats the incremental direct costs of service activation (which
consist principally of customer premises equipment, service
activation fees paid to other telecommunications companies and
sales commissions) as deferred charges in amounts that are no
greater than the up-front fees that are deferred, and such
deferred incremental direct costs are amortized to expense using
the straight-line method over 24 to 48 months.

8. Direct costs of revenue, net consists of monthly charges we
receive from telecommunications carriers to support the delivery
of broadband and VoIP services to our customers. Direct costs of
revenue, net includes the on-going costs associated with
high-capacity circuits provisioned for our wholesalers and the
costs associated with local loops provisioned for our broadband
and dial-up end-users.

9. Other network and product costs consist of all other costs,
excluding depreciation and amortization, associated with
equipment maintenance, central offices' (COs) cost, installation
costs paid to others, the internal installation services group,
and federal universal service fund tax.
@CovadFan

Super, nicht? Wir haben durchgehalten und es scheint sich richtig zu lohnen.;)

Gruss
Networking
Covad Rises on Solid Quarter
By Scott Moritz
Senior Writer
4/27/2006 5:13 PM EDT
URL: http://www.thestreet.com/tech/networking/10282283.html

Covad (DVW:NYSE) rose 5% late Thursday after posting first-quarter results that were in line with expectations.

The San Jose, Calif., DSL specialist had a net loss of $9.3 million, or 3 cents a share, on sales of $117.8 million in the first quarter. Those numbers compare with a loss of $17.9 million, or 7 cents a share, on $107.7 million in the prior quarter, which ended in December.

Analysts were looking for a net loss of 5 cents a share on $116.7 million in revenue for the first quarter, according to Reuters Research.

"We remain fully focused on executing our strategy and achieving our financial objectives," CEO Charlie Hoffman said in a press release Thursday.

Covad says it had positive cash flow of $2.1 million before interest, taxes, depreciation and amortization, or EBITDA. That is a $5.5 million swing from the prior quarter, when the company had negative EBITDA of $3.4 million.

Looking ahead, the company expects to post a net loss of $8.25 million, but generate EBITDA of about $3 million on sales of about $119.35 million in the current quarter ending in June. Analysts are looking for sales of $119 million.

Covad shares rose 8 cents in regular trading, and jumped another 17 cents to $2.74 in the post-close session.
Jepp, den 3$ steht glaube ich nichts mehr im Weg. Allerdings sind's seid dem Tiefpunkt schon rund 500%, ewig wird das so nicht weitergehen obwohl mir die Markkapitalisierung mit aktuell rund 670 Mio noch voll ok erscheint ....
Super Ergebnis!!! Die 3 USD können kommen. Vorbörslich schon 2,72 USD.:p
@ ATITLAN
Hi Peter, daß war noch laaaaange nicht alles.
Gruß aus Köln
Ok, Hochmut kommt vor dem Fall. Vorübergehend könnte der Kurs ausgereizt sein - für die Hälfte meiner Teile habe ich den Stopp/Loss bei 2,33 $ plaziert, natürlich um günstiger wieder einzusteigen ....
Naja, bei 2,31 kam ich dann zum Zug. Mal sehen wie weit es nach unten geht. Immerhin haben die 2 $ bis jetzt gehalten. Der Aufwärtstrend ist also noch immer intakt ...
will auch mal wieder meinen Senf ablassen.

Die Zahlen haben mich überzeugt, der Kursverfall danach nicht, genauso wie eigentlich der schon etwas zu schnelle Anstieg.

Ich denke, wenn die geschäftliche Entwicklung wirklich so gut verläuft, wie prognostiziert (oder natürlich besser -:)), dann sollten wir mittelfristig wieder steigende Kurse sehen.

Ich war jedoch auch schon versucht, als es mal kurzfristig über die 2,70 USD ging, einen Teil mal abzustossen. Aber dann habe ich mir gedacht: Jetzt habe ich die ersten schon 6 Jahre, da kann es ruhig noch mal 6 Jahre dauern, bis meine Kursziele endlich erreicht sind......Machen wir die Höhen und Tiefen einfach noch etwas mit.

V.Mac
Hallo,

möchte mich auch mal wieder melden. Ich hatte meine Tastatur vom Notebook mit Bier begossen und danach war die Funktion einiger Tasten hinüber. Nach dem Kauf und Einbau einer neuen Tastatur kann ich wieder sinnvolle Wörter eingeben:laugh:

Vom Chart her ist unsere Covad momentan schwer einzuschätzen. Die Euphorie war doch zu groß. Stephi hatte ja eine gute Vorahnung gehabt. Ich glaube, dass Covad in den nächsten Tagen nochmals zwischen 1,90 und 2 USD zu bekommen ist. Danach sollte sich der Aufwärtstrend fortsetzen. Wenn diese Marken nicht halten, ist noch Luft bis ca. 1,75-1,80 USD (alles innerhalb der nächsten Woche). Wenns tiefer geht, ist der Aufwärtstrend dahin. Aber die Zahlen waren ja sehr positiv. Covad ist eben nichts für schwache Nerven. Es ist eben nicht leicht, innerhalb weniger Tage einige Tausend $ ärmer oder reicher zu werden.:p
Da unsere Covad ziemlich nachgegeben hat, ist es hier sehr ruhig geworden. Der Bereich 1,90 bis 2 USD wurde ja nun erreicht. Jetzt wird es spannend. Ich glaube, dass die nächsten 2 bis 4 Tage Klarheit bringen sollten, wie es weitergeht.
Tja, in der Tat sieht's nicht so doll aus obwohl die Ausgangslage unverändert ist. Für mich ist unterhalb von 1,95 $ erst mal Schluß, ob und wann ich dann wieder einsteige, wird sich zeigen. Beobachten werde ich Covad sicher "ewig" - nach so langer Zeit hängt man irgendwie dran ...
Antwort auf Beitrag Nr.: 21.513.102 von stephi06 am 10.05.06 21:20:051,99 $ Schlusskurs heute - würde mich wundern wenn dass das Ende der Talfahrt war bei allerdings ordentlichen Umsätzen. Mal sehen ob ich Morgen noch dabei bin (auch wenn's keiner wissen will)
@Stephi

Schreibe nur weiter deine Kommentare, ich vernehme gern das Feedback der anderen Covad-Fans. Ich selbst habe auch zu 2,30 einen großen Teil verkauft, da der Rückgang sich angedeutet hat. (Nachdem das Hoch bei 2,72 erreicht wurde)

Jetzt glaube ich jedoch, dass im Bereich 1,80 bis 2 USD das Tief erreicht wird. Daher werde ich jetzt in diesem Bereich wieder einkaufen. Ich erwarte heute und morgen noch schwache Kurse, allerdings nicht wie gestern 8-10% Abschlag. Wie gesagt bis auf ca. 1,80 USD im Tief. Danach sollte zumindest ein Rebound kommen und dann wird sich zeigen, wo die Aktie hin möchte.

Die Ergebnisse waren sehr gut und die nächsten positiven Meldungen sollten auch wieder erscheinen. Bei Covad kommen die Nachrichten sehr regelmäßig.

Generell ist es aber schwer, bei der Aktie gelassen zu bleiben.:)
Also gut Arnouxx, ich haben StoppLoss noch mal gelöscht. Mal sehen was wird ...
Stephi,

die Tradingentscheidung liegt jedoch immer noch bei dir:).

Unsere Covad hat heute wieder ganz schön abgegeben. Habe Positionen zu 1,8 und 1,88 USD herein genommen. Bei 1,8 etwas mehr.

Ich rechne jetzt mit einem Rebound. Wenn dieser ausbleibt, dann sieht es wirklich nicht mehr gut aus. Bei einem Rebound werde ich auch die neuen Positionen mit einem StopLoss absichern. Aber jetzt schaun wir mal, wie es weiter geht.
Ja, ja, die Entscheidung liegt schon bei mir. Aber ich habe mich daran erinnert, was ich mit dem Teil schon alles "erlebt" habe und wurde sentimental --> Monsterfehler an der Börse. Dennoch, wie erwähnt hat sich an der Sachlage nichts geändert aber meine nächste Hälfte ist bei bei 1,74 fällig - andere Gesellschaften haben auch schöne Aktien bla, bla ... Im Moment kann ich's mir leisten, die Sache etwas lockerer zu sehen, es gab auch schon andere Zeiten ....
also was so zur Zeit mit unserem Baby abgeht, ist schon nicht mehr normal, innerhalb weniger Tage nahezu 50% eingebrochen, ohne dass auch nur eine schlechte Nachricht rausgekommen wäre.

Ich sehe das im Prinzip wie meine Vorredner, aber es hätte durchaus nichts geschadet, bei Kursen um die USD 2,50-2,60 mal einen Teil wegzugeben und jetzt entweder für´s gleiche Geld mehr Stücke wieder gekauft oder die gleiche Anzahl wieder erworben, aber mit wesentlich weniger Einsatz....

Aber wäre, was, und wieso, man weiss es doch erst immer hinterher, was die richtige Lösung gewesen wäre.

Auf alle Fälle bin ich nach wie vor überzeugt, dass sich DVW langfristig durchsetzt und wir auch wieder bessere Zeiten sehen.

Wir sprechen mal in einem halben Jahr über die dann gültigen Kurse....

eine Meldung noch, vom 9.5.06, die ja eigentlich auch wieder positiv zu sehen ist aber rein geschäftlich wohl eher wenig bedeutet. Aber mit einem guten Ruf zu leben ist besser, als mit einem schlechten Image....

Covad Named Finalist for ''2006 Outsourcing Excellence Awards'' from Outsourcing Center; Company Chosen for Innovative Use of Off-Shore Call-Center Partners to Improve Customer Satisfaction and Churn Rates

TUESDAY, MAY 09, 2006 10:00 AM - BusinessWire
DVW 1.90 -0.09
nachbörslich sogar am Tagestief bei 1,75 USD, wieder -0,24 USD, naja..

SAN JOSE, Calif., May 09, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, has been named a finalist for Outsourcing Center's "2006 Outsourcing Excellence Awards," sponsored by Everest Group and Forbes Magazine. Covad was chosen for its innovative use of off-shore call-center partners to cost-effectively diversify and improve its customer service operations, directly resulting in improved customer satisfaction and churn results for its broadband data services. Eight out of ten Covad broadband data customers surveyed would recommend Covad to someone else.

"The increase in our customer satisfaction rating in the first quarter of this year is driven by several factors, most notably a cross-functional program of enhanced customer service," said Brett Flinchum, senior vice president of customer operations for Covad. "We achieved this improvement while simultaneously reducing our customer operations budget by more than 20% compared to the same period last year."

An example of a satisfied Covad customer is Tony Ondrusek, publisher, Insurance & Financial Advisor Monthly, who said, "Covad outpaced the local phone company's customer service by a mile. I am a customer for life."

Covad's focus on creating a seamless, superior customer experience through its partnerships with off-shore call-center providers in Canada and India has proven successful. The company's enhanced customer service program includes event-triggered marketing such as anniversary and other holiday recognition, proactive customer communication, escalated attention to service questions, and a realignment of internal resources to drive numerous quality touches that improve customer loyalty.

Covad's customer satisfaction improvement coincides with the company's positive churn record for its direct broadband data services. Covad has achieved seven consecutive quarters of churn improvement in its direct broadband data services.

The Outsourcing Excellence Award winners will be chosen by a panel of industry experts and announced in June.
--------------------------------------------------------------------------------------------------------

V.Mac
Was bei Covad momentan abgeht, ist wirklich nicht rational. Vor allem die hohe Volatilität.

Heute morgen vorbörslich ist der Kurs auch wieder deutlich im Minus. Gab es eine Meldung dazu? Oder ist dieser vorbörsliche Kurs um diese Zeit noch nicht sehr aussagekräftig. Ich hoffe, dass wir zur Börseneröffnung wenigstens wieder bei 1,90 USD starten.
Die vorbörslichen Kurse sind wahrscheinlich kaum aussagefähig.

Jetzt liegt der Vorkurs wieder 6 Cent im Plus (ca. +3%). Nachrichten gibt es scheinbar nicht. Hoffen wir mal auf einen schönen Rebound trotz schlechter Börsenstimmung.

@Stephi
Mit deinem Stop zu 1,74 bist du genau um einen Cent am StopLoss vorbeigeschrammt. Glück gehört eben dazu. Wenn es heute weiter abwärts gehen sollte, ist der Stop aber verständlich. Trotzdem ist die Abwärtsbewegung irrational, zumal die vielen positiven Nachrichten durch unerwartet hervorragende Zahlen untermauert wurden. Vmac hat sicher recht, wenn in einem Jahr über die heutigen Kurse gelacht wird.:p
Heute ist zumindest bis jetzt mal wieder ein Plus im Vorzeichen, trotz recht schwachem allgemeinem Börsenumfeld. Aber das hat DVW ja schon immer ausgezeichnet, dass die allgemeine Stimmung eher unerheblich für die Kursentwicklung war.

Auf stets sonnige Tage mit DVW, und regnet es doch einmal, nicht unterkriegen lassen, denn auf Regen folgt IMMER Sonnenschein.

Euch allen ein schönes WE.

V.Mac
:mad: Habe nach dem Zwischenhoch heute bis 1,99 USD einen StopLoss bei 1,87 USD gelegt. Meine neugekaufte Position wollte ich nicht mehr in den Verlust laufen lassen, da mir die gesamte Position zu groß wird.

So habe ich zwar nach Abzug der Kosten ein wenig über 100 € gut gemacht, aber es ärgert mich trotzdem. Wie es jetzt weitergeht, ist mir natürlich auch nicht klar, da die Aktie heute eigentlich nach denm guten Start über 1,87 hätte bleiben müssen.

Nun erst einmal sehen, wo ich wieder einen Einstieg finde. Heute wohl erst einmal nicht mehr.

Schönes Wochenende Allen Covad-Fans!
Ich hab zwar auch den zwischenzeitlichen Absprung versaeumt, um dann wieder billiger einzukaufen, aber bei dem jetzigen Kurs, ueberlege ich ernsthaft, ob ich naechste Woche nicht einfach nachkaufe.
:) Covadfan
Covad heute mal wieder relativ stabil und nahezu unverändert.

Ausserdem gabs eine neue Kaufempfehlung.

COVAD STARTED AT OUTPERFORM BY COWEN & CO.

Mehr habe ich auf die Schnelle nicht dazu gefunden.

Schönen Tag noch

V.Mac
Die Lage scheint sich zu beruhigen - sofern man bei einer Differenz von Höchst- und Tiefstkurs von ca. 10% von Beruhigung reden kann. An meinem StoppLoss von 1,74$ halte ich jedenfalls fest. Die Geschichte zeigt, dass es vom Frühjahr bis mindestens Oktober in den letzten Jahren immer abwärts ging. Es kann schlimmeres passieren als bei höheren Kursen nachzukaufen. Wenns runter geht, ist für mich erst mal zappenduster, gehts hoch, umso besser ...
FMR CORP hat sich von 17 Mio shares in Q1 getrennt.
Gesamter Institutioneller Anteil an DVW fiel
von rund 18 auf 13,5 %.
Na gut, dass war's dann für mich für's erste, die 1,74$ sind gefallen - werde das Teil natürlich weiter beobachten. Aber auch wenn's wieder nach oben geht werde ich erst wieder einsteigen (aber dass ganz sicher), wenn ein Trend sichtbar wird. Allen die noch investiert sind wünsche ich steigende Kurse ....
Bin selbst auch froh, bei 1,87 wieder ausgestiegen zu sein, nachdem ich bei durchschn. 1,84 wieder gut eingekauft hatte. Mein erster Ausstieg lag bei 2,30.

Wie es weiter geht, ist für mich immer noch unklar. Der Aufwärtstrend wurde eigentlich gebrochen, aber nicht sehr deutlich. Könnte also auch wieder schnell ansteigen, zumal Covad in den letzten 4 Tagen relativ stabil war. Bei Kursen unter 1,70 geht es jedoch sehr wahrscheinlich weiter abwärts. Hier würde ich zumindest die letzte Reissleine ziehen.

Momentan schaue ich jedoch erst einmal von der Seitenlinie zu, da für mich kein Trend erkennbar.
Ja heute gings mal wieder straff nach oben. So wie es sich gehört. Da ist bestimmt wieder was im Busch.
:p
-------------------------------------------------------------------
schönes Wochenende
:p:p
:cool:
Anscheinend (wie man so hört) ist Covad auf Strong Buy gestuft worden. Der Analyst ist mir (noch) nicht bekannt.
:yawn:
mal wieder was neues:

Covad Wins Communications Solutions' 2005 ''Product of the Year'' Award and Announces Unlimited Domestic Monthly Minutes for VoIP Customers Using PBXi Plus

MONDAY, MAY 22, 2006 1:00 PM

SAN JOSE, Calif., May 22, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, announced today that its PBXi Plus business-class Voice over IP (VoIP) product has just received a 2005 Product of the Year Award from Technology Marketing Corporation's Communications Solutions magazine. Covad also announced that it has made this award winning service even better by providing its new and existing PBXi Plus customers with unlimited domestic monthly minutes.(1)

"With this enhancement, PBXi Plus becomes an even better fit for how small and medium businesses use VoIP," said John Grady, director of product management for Covad. "PBXi Plus provides customers who have already invested in a premises-based telephone solution an unbeatable value combination: award winning VoIP technology, the quality of service (QOS) of Covad's nationwide network, a seamless installation experience and no upfront charges."

Covad's PBXi Plus targets small businesses and distributed enterprises that have existing on-premises phone equipment. The product integrates seamlessly with business phone systems because the business is able to retain its original handsets, phone numbers and equipment. PBXi Plus requires no upfront expense: Covad provides a professional installation and Cisco 2431 router at no charge. Full e911 service is included.

PBXi Plus runs over Covad's Voice-Optimized Access (VOA) T1 lines. VOA allows Covad to manage the quality of both voice and data services simultaneously, and enables our customers to realize significant cost savings, while eliminating the expense of maintaining separate voice and data networks.

The product is based on the Covad hosted platform and supports the functionality of the customer's existing PBX system, but adds other valuable features, including new online management and configuration capabilities. Covad also offers a hosted business-class VoIP product, Covad vPBX, for customers who are replacing existing premises-based solutions in favor of the convenience and reliability of a fully-managed VoIP solution.

No action is required for existing PBXi Plus customers to take advantage of the increase in monthly minutes: the service plan upgrade will be reflected in their June invoices.

(1) Minutes are capped at 101,000 minutes per month per site. Covad charges approximately $0.025 per minute for any usage above the 101,000 minute cap.

-----------------------------------------------------------------------------------------------------------------------------

und weiter geht´s mit einer Meldung vom 18.5.06

Covad Strategy Chief Jim Kirkland Provides Keynote at GLOBALCOMM(TM) Master Class Event ``Telcos: Can't We All Just Get Along?''
THURSDAY, MAY 18, 2006 3:07 PM
- BusinessWire
SAN JOSE, Calif., May 18, 2006 (BUSINESS WIRE) -- Jim Kirkland, senior vice president for Strategic Development and general counsel for Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, today provided the keynote address for the latest installment of the GLOBALCOMM(TM) 2006 Master Class Series. His presentation, entitled "Telcos: Can't We All Just Get Along?" highlights Covad's experiences as both partner and competitor to other telecommunications providers. The Master Class Series, sponsored by Light Reading magazine, provides a preview of the critical industry issues to be covered at GLOBALCOMM 2006, June 4-8 in Chicago.

Reflecting on his role at Covad, where he oversees strategic development and legal, regulatory and legislative affairs, Kirkland recounted the challenges Covad has confronted and how Covad successfully addressed them. Key themes that he discussed included:

-- Building a Sustainable Business -- Working with Partners and Going Solo

-- "Send Lawyers, Guns and Money" -- Dealing with Changes in the Regulatory Environment

-- Grappling with Technology -- Opportunities and Challenges in New Services, Products and Infrastructure

"In its decade of existence, Covad has had to continuously evolve its business to respond to changes in the regulatory and business environment. This flexibility provides useful lessons for other network operators and their potential partners and competitors," said Kirkland. "Covad is a pioneer and a survivor, and has exciting new opportunities for growth with a strong roster of partners and compelling services, like VOIP, for its own customers. We continue to explore new forms of convergence and the strategic alliances to make the most of them."

Kirkland's views on competition and the industry are also shaped by his previous experiences at Clearwire Technologies, a broadband wireless company, and Mintz, Levin, Cohn, Ferris, Glovsky and Popeo P.C. in Washington, D.C., where he worked with emerging-growth Internet, wireless, and telecommunications companies.

---------------------------------------------------------------------------------------------------------------------------

Nachdem der Auverkauf zur Zeit ja quer durch alle Branchen geht, heisst es wohl nur mal wieder, Nerven zu behalten und einfach weitere Monate oder Jahre warten, bis es endlich einen nachhaltigen Aufschwung bei DVW gibt.

V.Mac
Vorbörslicher Handel 2.08 Dollar. Das sieht heute gut aus !
:lick::D

AOL and Covad Communications to Offer AOL High Speed Powered by
Covad ADSL 6.0


Business Wire - May 23, 2006 08:00

DULLES, Va. & SAN JOSE, Calif., May 23, 2006 (BUSINESS WIRE) -- AOL
LLC and Covad Communications Group, Inc. (AMEX:DVW), a leading
national provider of integrated voice and data communications, today
announced that consumers will now be able to access the AOL service
with Covad's ADSL 6.0 high-speed broadband access product for as low
as $39.95 per month.

"Covad's ADSL 6.0 access product is another example of our flexible
approach to meeting consumers' needs as they move to broadband,"
said Joe Redling, president of AOL's Access Business. "Covad's
national broadband network, high quality products, and expertise in
DSL make them an ideal partner as we continue to expand our coast-to-
coast AOL High Speed offer with even more provider and access speed
options."

"This announcement signals a promising new direction in our
longstanding strategic partnership with AOL," said Charles Hoffman,
Covad president and chief executive officer. "We view ADSL 6.0 as
the first of many innovative Covad products that will help AOL
capture consumers' growing interest in moving to broadband."

Residential users will increasingly adopt high-bandwidth data
services as they accelerate their move away from dial-up, according
to Parks Associates, a leading industry and consumer research
firm. "By deploying Covad's ADSL 6.0, AOL positions itself to take
advantage of the residential user's increasing interest in high-
bandwidth data access for applications such as online gaming,
streaming video, and downloading music," said Kurt Scherf, vice
president and principal analyst, Parks Associates.

Key features of AOL High Speed with Covad ADSL 6.0 include:

-- High-Speed Access: Covad ADSL 6.0 features download speeds of up
to 6.0Mbps and up to 768K upstream.

-- Fast & Easy Setup: Plug-and-play installation makes establishing
a wireless Internet connection quick and easy.

-- Customer Service: Help that's available 24/7, including help via
phone, e-mail or instant message.

-- Safety: A comprehensive set of safety and security tools
available to keep users safer against viruses, spyware, identity
theft, and other online threats for no additional charge.

-- Content: AOL-exclusive and original programming including
commercial free radio, streaming video and music are all more
enjoyable than ever.

-- Storage: Additional benefits like unlimited email and picture
storage on AOL.

Covad currently offers ADSL 6.0 to consumers only through wholesale
partners such as AOL, who will begin offering the service this
summer. AOL members and consumers should visit
http://www.aol.com/highspeed to learn more and to sign-up.

About AOL LLC

AOL LLC and its subsidiaries operate a leading network of Web brands
and the largest Internet access subscription service in the United
States. Web brands include the AOL.com(R) website, AIM(R), MapQuest
(R) and Netscape(R). AOL offers a range of digital services in the
areas of education, safety and security, communications and music.
The company also has operations in Europe and Canada. AOL, which is
based in Dulles, Va., is a majority-owned subsidiary of Time Warner
Inc.

About Covad

Covad is a leading nationwide provider of integrated voice and data
communications. The company offers DSL, Voice Over IP, T1, Web
hosting, managed security, IP and dial-up, wireless broadband, and
bundled voice and data services directly through Covad's network and
through Internet Service Providers, value-added resellers,
telecommunications carriers and affinity groups to small and medium-
sized businesses and home users. Covad broadband services are
currently available across the nation in 44 states and 235
Metropolitan Statistical Areas (MSAs) and can be purchased by more
than 57 million homes and businesses, which represent over 50
percent of all US homes and businesses. Corporate headquarters is
located at 110 Rio Robles San Jose, CA 95134. Telephone: 1-888-GO-
COVAD. Web Site: www.covad.com.

Safe Harbor Statement under the Private Securities Litigation Reform
Act of 1995:

The foregoing contains "forward-looking statements" which are based
on management's current information and beliefs as well as on a
number of assumptions concerning future events made by management.
Examples of forward-looking statements include expectations
regarding the success of the relationship described in this press
release and the adoption of high-bandwidth services by consumers.
Readers are cautioned not to put undue reliance on such forward-
looking statements, which are not a guarantee of performance and are
subject to a number of uncertainties and other factors, many of
which are outside Covad's control that could cause actual results to
differ materially from such statements. These risk factors include
the ability of Covad to sell and deliver its services efficiently,
to effectively compete with other providers of voice and broadband
services, and to maintain an efficient cost structure, as well as
potential changes in telecommunications regulations, among other
risks. For a more detailed description of the risk factors that
could cause such a difference, please see Covad's 10-K, 10-Q, 8-K
and other filings with the Securities and Exchange Commission. Covad
disclaims any intention or obligation to update or revise any
forward-looking statements, whether as a result of new information,
future events or otherwise. This information is presented solely to
provide additional information to further understand the results of
Covad.

SOURCE: Covad Communications Group, Inc.

Covad Communications
Michael Doherty, 408-952-7431 (Media)
mdoherty@covad.com
Robert Dougherty, 408-434-2130 (Investor Relations)
investorrelations@covad.com
or
AOL
Anne Bentley or Cindy Harvey, 703-265-1746
or
Pinkston Group
Christian Pinkston, 703-574-2137
pinkston@pinkstongroup.com

Copyright Business Wire 2006
*********************************************************************
* As of Friday, 05-19-2006 23:59, the latest

------------------------------------------------------------------
weiter so !!!!!!!
Noch eine gute Nachricht:

Fidelity hat nicht seine 17 Mio Covad-Aktien abgestoßen.

Siehe:

BOSTON, May 22 (Reuters) - Fidelity Investments on Monday corrected
errors in a regulatory filing that details the stock holdings of the
mutual fund firm's portfolios but said the mistakes did not impact
performance at any of its offerings.

The Boston-based mutual fund firm filed an amended 13-F form with the
Securities and Exchange Commission because some holdings were
accidentally not included when Fidelity first reported its first
quarter 2006 data, a spokesman said.

The error affected several hundred securities or roughly 16 percent
of the firm's total 3,074 holdings reported, Fidelity spokesman
Vincent Loporchio said. He could not give details on which stocks
were affected.

"These errors do not have an impact on the total return, performance
or net asset value of the Fidelity mutual funds," he said, adding
that these kind of errors do not occur often.

Privately held Fidelity manages roughly $1.3 trillion in assets, much
of it in retirement and college savings accounts for millions of
Americans.

-------------------------------------------------------------------
zwei Meldungen von heute und gestern:

Covad Joins Leading Global Telecom Providers to Found WiBro and Mobile WiMAX Community
WEDNESDAY, MAY 24, 2006 8:00 AM

SAN JOSE, Calif., May 24, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a pioneering national provider of integrated voice and data communications, announced today that it is a founding member of the WiBro and mobile WiMAX Community (WMC) alongside leading global telecom providers such as KT Corporation, TeleKom Malaysia Berhad, and PCCW. The WMC was founded to further the deployment and interoperability of WiBro, a mobile WiMAX broadband wireless technology standard.

"By joining the WMC, Covad gains an opportunity to learn from and share information with leading telecom providers in other countries," said Alan Howe, vice president of strategic and wireless development for Covad. "This puts us on the cutting edge of new developments in the fast-growing wireless broadband market."

"We are very pleased to have Covad as a US-based founding member of the WMC," said Hoon Kim, a manager for KT Corporation. "We look forward to developing shared strategies and exploring potential partnership opportunities."

Deployment of WiMAX is expected to grow substantially by the end of this decade, according to global industry research firm Ovum. "Covad is smart to partner with players like KT Corporation," said Julien Grivolas, telecommunications analyst from Ovum. "With the commercial launch of its WiBro services expected next month, KT is the most advanced operator in mobile WiMAX, while there are many innovative broadband wireless access initiatives in Asia. Consequently, WMC membership will provide Covad with some exciting opportunities."

Covad is also a member of the WiMAX forum, another industry group focused on furthering the spread of wireless broadband among businesses and consumers. Covad operates a wireless broadband network with over three thousand business customers in major markets throughout California and Nevada.
------------------------------------------------------------------------------------------------------------

Covad to Present at the Cowen and Company 34th Annual Technology Conference
THURSDAY, MAY 25, 2006 8:00 AM

SAN JOSE, Calif., May 25, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a pioneering national provider of integrated voice and data communications, today announced that Charlie Hoffman, president and CEO, and Chris Dunn, CFO, will present at the Cowen and Company 34th Annual Technology Conference on Thursday, June 1, 2006 in New York. The company is scheduled to present at 3:05 p.m. EDT/12:05 p.m. PDT.

A Webcast of the event will be available in the Event Calendar section of Covad's website at http://www.covad.com/companyinfo/investorrelations. Please note that participants are required to register in order to access the Webcast. A replay of the Webcast will also be made available on the Covad website.
-------------------------------------------------------------------------------------------------

Heute wieder schön um 2 USD, gibt Hoffnung

V.Mac
:look:Heute geht die Luzzie ab:laugh:

P.S.
auf der holländischen Covad-Watch-Seite von unserem Aktienfreund ATITLAN (Peter) findet man sehr viel Informationen über Covad
http://www.beurszout.nl/Covad-watch.html
-------------------------------------------------------------------
auf weiter steigende Kurse
Antwort auf Beitrag Nr.: 21.818.246 von CovadFan am 26.05.06 17:02:42Ha CovadFan (Dirk),

Sieht heute sehr gut aus was. ;)

Gruss
Musste heute auch wieder zu 2,07 hinein. Eigentlich schon zu spät. Aber mein Verkauf war ja 2,30. So habe ich zumindest keine Nachteile.
Dann will auch auch noch kurz mitreden: Ich habe mich entschlossen, erst mal nix mehr in "unsere" Aktie zu investieren. Mache erst mal auf Biozeug (SBGS11) und einen Netzwerkteilelieferanten (Sierra Wireless) - mal sehen wie's läuft. Die Nachrichtenlage bei Covad ist nach wie vor positiv. Wenn das Teil so abgeht wie wir uns dass immer gewünscht haben, ist es egal ob man bei 3,4 oder 5$ einsteigt. Von zu spät einsteigen ist noch keiner arm geworden, nur von zu spät einsteigen (der Spruch hätte von Kostellany sein können). Allen steigende Kurse ...
Am Dienstag (30.5.06) gibts das Analyst and Invest:yawn: r Event in NY.
Möglicherweise gibts im Anschluß wieder ein paar Kaufempfehlungen.
:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:
schönes Wochenende
Das ist ja mal wieder ein schöner Wochenausklang gewesen. Nehmen wir jetzt wieder Anlauf auf die USD 3 ? Schön wär´s....

Hoffentlich ist der Anstieg nicht wieder nur ein Strohfeuer.

Schönen Sonntag noch

V.Mac
Kann jemand den Kursverlauf begründen? Werden die Jahresaussichten so schlecht interpretiert?
Anbei der Bericht (Covadboard) eine Besuchers beim gestrigen Analysten Event in NY:

From "billbony" <wstaby@phaon.com>

Glad I attended. CH is not quite so dull in person as he is over
the phone or on a webcast.
IMHO, the purpose of this morning's press release and 2-day
conference schedule is simply to spread the word about Covad. Not
sure why the pps plummeted today other than the fact that the press
release caused people to focus on negative net income for 2006 and
not on CF+ (which Chris Dunn confirmed would happen in the 4thQ). In
short, NOTHING HAS CHANGED FOLKS!

There was alot to absorb today but I'll give you my Biggest
Positive, Biggest Negative, Biggest Aha! and, finally, clarify one
fact:

Biggest Positive
The presentation by Claude Tolbert and Dave McMorrow, though long,
indicated to me that Covad has (finally) developed a very clear idea
about how its various products will be targeted and sold i.e.
Enterprise vs. Consumer, wholesale vs. direct, etc. I'm not trying
to be an apologist because the GoBeam acquisition was indeed badly
muffed, but, let's face it,the transition from being solely an
access provider to being a service provider would be hard for ANY
company to pull off.

Biggest Negative
NONE! Other than the fact that the lock-up period for the $10mm
common equity investment by ELNK expires in (roughly) October, I see
nothing other than a negative development on the regulatory front
and no additional LPVA customers (i.e. slower-than-hoped growth) as
potential setbacks to the pps going forward.

Biggest Aha!
I finally understand what bonded T-1 is and why there is good growth
and margin in this business for Covad. In essence, they're not
simply re-selling T-1 lines from AT&T etc. (explains the good
margins) and their corporate customers really need to up their
bandwidth (explains the good growth). To me this establishes a
great foundation for the company.

Fact Clarification:
The 2006 - 2009 revenue guidance DOES include Earthlink LPVA
although with no more than the original 11 cities.

I'm a little sketchy on this but I believe that the revenue guidance
DOES NOT include the new 6.0 DSL offering through AOL.

I'll kiss your ass in Macy's window if any analyst downgrades Covad
based on today's presentation.

-------------------------------------------------------------------
alles noch im grünen Bereich
schnell noch die Orginalmeldung vom 30.5.06:

Covad Communications (DVW : covad communications group inc com
News , chart, profile, more

heute:Last: 2.17+0.09+4.32%

Covad shares sank 12% after it said it expects a loss of between $29.5 million and $39.5 million in 2006 with revenue ranging from $475 million to $485 million. The current average estimate of analysts polled by Thomson First Call is for revenue of $487.5 million for the year. The San Jose, Calif., voice and data communications services provider sees total EBITDA of $15 million to $20 million for the year with core EBITDA, excluding next-generation network expenses, of $21 million to $28 million.
----------------------------------------------------------------------------------------------

dann gab es heute noch das hier:

Covad Joins Frost and Sullivan in an Informative eBroadcast to Discuss VoIP Options for Businesses; Panel of Analyst and Industry Experts Focuses on Efficiency, Cost Savings and Scalability of Network
THURSDAY, JUNE 01, 2006 8:00 AM - BusinessWire
SAN JOSE, Calif., Jun 01, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, will join together with analysts from Frost and Sullivan for a discussion today on the critical importance of Voice over IP (VoIP) for businesses seeking a competitive advantage. The "eBroadcast" will be available today at http://www.frost.com/prod/servlet/ebroadcast.pag?eventid=675… at 2 p.m. EDT/11 a.m. PDT.

The session, "Can You Really Afford Not to Use VoIP? Leveraging the Options for Increased Business Value," will be led by Sam Masud, principal analyst, Carrier Infrastructure, ICT Practice, Frost and Sullivan; Prakash Nagpal, director of product strategy, Covad; and John Grady, director of product management, Covad.

"It is important that businesses understand the options available to them," according to Nagpal. "Different types of businesses need different solutions, and VoIP providers must work with each customer to ensure the service they are using gives them the maximum benefit."

"Advancements in VoIP technology have provided new ways to benefit from the convenience and cost savings of a converged service, as well as the advanced features provided by Covad's portfolio of VoIP solutions," adds Grady.

"Getting up to speed on VoIP facilitates businesses for growth," said Sam Masud, principal analyst, Carrier Infrastructure, ICT Practice, Frost and Sullivan. "Covad's experience as a provider of VoIP for businesses allows participants to understand more clearly how different VoIP solutions can work for them."

Covad offers hosted and premise-based VoIP, and is currently the market leader in hosted VoIP. The interactive question and answer session is being held in cooperation with IPTelephony (iPulse), TMCNet.com, VoIP Action and others.
--------------------------------------------------------------------------------------------------------------------

mal sehen, was da raus kommt. Heute ist es wieder mal schön im Plus, unser Baby.

V.Mac
Ich hab noch was gefunden:
-------------------------------------------------------------------
INTERVIEW-Covad in wireless deal talks, eyes NYSE listing
7:50p ET May 31, 2006 (Reuters) NEW YORK, May 31 (Reuters) - Covad
Communications Group Inc. is in talks with Sprint Nextel Corp , XO
Holdings Inc and others to use their wireless airwaves to bridge
gaps in its networks and cut costs by as much as 20 percent, the
company's chief executive said on Wednesday.

The telecommunications company, which is listed on the American
Stock Exchange, is also eyeing a move to the New York Stock
Exchange, CEO Charles Hoffman said in an interview with Reuters.

Covad competes with local phone operators such as Verizon
Communications and AT&T Inc but it also rents local phone lines from
these companies to sell business customers high-speed Internet links
and Web-based telephony.

As well as Sprint and XO, Covad is talking to Aloha Partners and
investor Mario Gabelli about using their wireless licenses to build
local network links and reduce its dependency on rented lines from
its rivals, he said.

"We are in talks with all those to use their spectrum," said
Hoffman, who added that the company plans next week to announce a
wireless trial with XO, which is majority-owned by billionaire
financier Carl Icahn.

Hoffman said local phone rentals account for 20 percent of Covad's
operating expenses and he hopes to reduce these costs by using
wireless links instead.

Covad aims to have wireless deals in place as soon as possible but
expects much of its wireless network building to take place in 2007,
he said.

"We'll patch this together in various markets with different
partners," said Hoffman, adding that Covad does not want to buy
spectrum if it can use that of its partners.

"The trouble for someone like us is we're just at profitability and
we don't want to spend a lot of money we don't have to," he said,
noting that Covad had spent about $2 billion building its national
network in the last 10 years.

Covad said on Tuesday that it expects to post a 2006 net loss of
$39.5 million to $29.5 million on net revenue of between $475
million and $485 million.

Hoffman said the company would like to move to the New York Stock
Exchange in order to attract more institutional investors to help
make its share price less volatile.

"About 80 percent of our shares are owned by retail investors," he
said.

Covad shares closed up 4 percent at $2.08 on Wednesday, more than
double its price at the beginning of the year.
-------------------------------------------------------------------
schaun wir mal, was drauf wird:cool:
also die letzte Meldung finde ich den Hammer. Da steckt doch alles drin, was das Herz höher schlagen lässt, zumindest aus meiner Sicht.

Wenn die ganzen Verhandlungen wg. drahtloser Zugänge erfolgreich verlaufen, die Kosten demnach um rund 20% gesenkt werden können und auch noch der "Aufstieg" an die NYSE gelingt, wer soll da unsere DVW noch vor weiteren Höhenflügen abhalten?

Bei so einer Meldung freue ich mich direkt auf das verlängerte Wochenende. In den USA hatten wir zum Handelsschluss bzw. nachbörslich ja auch wieder ein kleines Plus auf 2,222 USD, eine schöne Zahl, wie ich finde.

V.Mac
Positive Meldungen kommen bei Covad häufig. Aber ich glaube, dass wir uns auf eine Seitwärtsbewegung in den kommenden Wochen einstellen müssen. Das Marktumfeld ist nun mal nicht positiv und auch Covad wird sich hier wahrscheinlich nicht entziehen können. Vermutlich haben wir bei 1,70 USD einen guten Support und bei 2,29 USD erst einmal einen Wiederstand. Bei Ausbruch sollte es in die eine oder andere Richtung weitergehen. Ich rechne jedoch mit einer längeren Seitwärtsbewegung.
1 nach 555:
In der Covadgemeinde gab es einige Unruhe, nachdem ein Analyst (Cowen) einen Aktien-reverse-Splitt empfohlen hat. Dann gabs eine Stellungnahme von Robert Dougherty:

-Thanks for your email. At this time, Covad is not considering a
reverse stock split. The analyst at Cowen was expressing his
opinion only.

Hope this helps.

Sincerely,

Robert

Robert Dougherty

Covad Communications

Investor Relations

(408) 952-7468

-- In covadcommunications@yahoogroups.com, "nevetshaha"
<nevetshaha@...> wrote:
>
> If you feel that it will do any good, you should encourage
management any way you can to
> do a reverse split.
>
> I not only think it will not do much good, but I believe it will
do harm to current
> shareholders until circumstances change considerably, ie. company
is profitable, growing
> at a faster pace, generating free cash, and even then only in
order to get listed on Nasdaq
> or the Big Board. Sorry, such is the history of reverse splits.
>
> Those who register their objections to a reverse split are not
whining, They are objecting.
> They have every right to do so, just as you have the right to do
the opposite.
>
>
> --- In covadcommunications@yahoogroups.com, "AndreWilliamson"
> <andrewilliamson@> wrote:
> >
> > I swear, if I see one more post whining about a reverse split, I
am
> > going to write management to encourage them to reverse split.
The net
> > long term effect would be to open DVW up to a much broader
shareholder
> > base, and to larger shareholders as well. I could give a rat's
tail
> > about the short term effect, even if it would be a temporary
momo dive.
> >
> > I don't feel strongly either way, but I'm tired of the all the
short
> > term fear. I thought you all were supposed to be longs. Longs
don't
> > fear reverse splits. RBOCs, yes. The FCC, yes. But not RSs.
> >
> > Andre
> >
>
------------------------------------------------------------------
Alles im grünen Bereich
Was nettes aus der Presse
http://tinyurl.com/o3mhv


Web Exclusives
Covad Bullish on Wireless
06.15.06 | Doug Mohney

Covad Communications (www.covad.com), a company built around DSL and copper, is now heavily involved with wireless through a number of relationships.

Earlier this week, Covad announced a strategic partnership with Nextlink Wireless, a subsidiary of XO Holdings. Covad will deploy high speed wireless Ethernet services nationally using Nextlink's licensed 28-31 GHz Local Multipoint Distribution System (LMDS) spectrum, offering speeds up to 25 Mbps per subscriber location. Initial deployements will take place within the Los Angeles metro area, with the option for expansions up to eleven other major markets across the country.

It's not the first time Covad has teamed up with a wireless company. On June 5, Covad announced a three year wireless reseller agreement with First Avenue Networks. Interestingly, First Avenue holds nationwide 24 GHz and 39 GHz wireless licenses. If Nextlink doesn't have the RF "footprint" to deliver a circuit, it can turn to First Avenue for another option.

Covad also owns its own wireless assets in the form of NextWeb, California 's largest fixed wireless provider. Nextweb has over 3,000 corporate accounts in various California cities and Las Vegas, using a combination of 2.4 and 5 GHz unlicensed frequencies and licensed frequencies to provide business-class broadband services.

Finally, Covad signed up to be a founding member of the WiBro and mobile WiMAX Community (WMC). It joins a number of Asian telecommunications companies, including PCCW, in the organization Covad is also a member of the WiMax forum.
-------------------------------------------------------------------
es geht ja auch schon wieder aufwärts... ;):yawn:
Antwort auf Beitrag Nr.: 22.159.367 von CovadFan am 17.06.06 11:55:43ist ja im Newsflow in den letzten Tagen relativ ruhig geblieben um unser Baby.

Mal sehen, was bis Ende Juli passiert.

V.Mac
Hallo

Ist wirklich ruhig geworden um Covad. Ich gestehe, dass ich momentan an der Seitenlinie zuschaue, da es für Aktien nicht leicht sein sollte in den kommenden Wochen. Meine letzte Position habe ich zu Minimalgewinnen bei 2,14 verkauft. Für die Ordergebühren hat es gereicht:).

Covad befindet sich immer noch in der Range 1,70 - 2,29 USD. Jedoch ist die obere Linie leicht abwärts gerichtet. Der Ausbruch in die eine oder andere Richtung sollte den Weg für die kommenden Wochen vorgeben.
Nun hat unsere Covad doch die 1,70 nach unten durchbrochen. Jetzt wird es interessant, wo der Boden zu finden ist. Für mich heisst es momentan zuschauen.
über 1,70 oder unter 1,70, ist mir relativ wurscht. Ich sitze schon seit 6 Jahren auf dem Teil und mache dieses Auf und Ab ja nicht zum ersten Mal mit. Ich kann auch noch 6 weitere Jahre warten.

Meine Hoffnung ist immer noch, dass da noch mal was wirklich großes passiert, natürlich meine ich das in poitiver Richtung.

Auf der anderen Seite hätte man mal bei über 2,30 USD einen Teil raushauen können, um einfach jetzt wieder günstiger einzukaufen.... aber wie immer gilt: was wäre, wenn...gibt´s nicht.

So long und schönen Sonntag noch

V.Mac
Antwort auf Beitrag Nr.: 22.625.991 von V.Mac am 16.07.06 19:09:51:lick: Augen zu und durchhalten!
Ich bin auch seit 2000 dabei und hab immer mal wieder nachgekauft, ohne zwischendurch mal Gewinne mitzunehmen.
Unser Glaube an DVW und unsere Ausdauer wird sich ganz sicher auszahlen.
-------------------------------------------------------------------
auf steigende Kurse
Vom Wachstum bei Covad bin ich gleichfalls überzeugt. Zumindest zeigen das die News und Meldungen der vergangenen Monate.

Trotzdem bin ich natürlich froh, momentan zuzuschauen. Meine Position habe ich zu 2,29 abgegeben. Auch nicht das Optimum. Die restlichen Versuche haben nur absolute Minigewinne eingebracht. Aber die nächste Kaufgelegenheit wird kommen - nur dass ich jetzt erst einmal abwarten kann. Günstige Einstiegskurse wird es im September/Oktober geben.:)
Antwort auf Beitrag Nr.: 22.650.942 von arnouxx am 17.07.06 20:07:32Die Zahlen zu Q2 kommen am 26.7.06

Covad Communications to Host Second Quarter 2006 Conference Call on July 26 at 5 p.m. ET/2 p.m. PT
WEDNESDAY, JULY 19, 2006 8:00 AM
- BusinessWire

DVW 1.68 +0.12

SAN JOSE, Calif., Jul 19, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, will conduct a conference call to discuss its second quarter 2006 financial results on Wednesday, July 26, 2006 at 5 p.m. eastern time / 2 p.m. pacific time.

V.Mac
mal wieder eine Unternehmensmeldung:

Covad Continues Build-out of Next-Generation Network in Eight Markets; Partnering With Samsung to Build Nation's Largest ADSL 2+ Network THURSDAY, JULY 20, 2006 12:51 PM - BusinessWire
DVW 1.66 -0.02

SAN JOSE, Calif., Jul 20, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, is progressing on the next phase of its build-out of a next-generation telecommunications network. When the project is completed in the fourth quarter of this year, Covad will operate the nation's largest ADSL 2+ network, enabling high-speed data and next-generation voice services to millions of businesses and residences.

This phase of the build-out covers Atlanta, Chicago, Los Angeles, New York, Miami, Philadelphia, San Diego and Washington, DC, joining San Francisco, San Jose, Seattle and Dallas, where Covad's next generation network is already in service. By the end of 2006, Covad will offer line powered voice access, and have the capability to offer higher-speed broadband access, such as ADSL 2+ and G.SHDSL, and new business-class services such as metro Ethernet and bonded T1.

"Covad's next-generation network build-out is progressing on time and on budget and will allow Covad to leap ahead of our competition in providing for the total telecommunications needs of our customers with unmatched business-class broadband services," said Claude Tolbert, Covad senior vice president.

Covad has chosen Samsung as its network equipment provider, and is now the vendor's largest North American customer of network equipment. "We're very excited to work with an innovative partner such as Covad," said Dale Sohn, president of Samsung Telecommunications America. "Covad has raised the bar in delivering advanced broadband services."
-----------------------------------------------------------------------------------------------------------

Klingt doch gut...

V.Mac
Antwort auf Beitrag Nr.: 22.813.753 von V.Mac am 20.07.06 19:50:10Zahlen sind da. Gab aus meiner Sicht keine große Überraschung, deshalb ging es nachbörslich auchnur wenige Cents nach oben.

Covad Communications Group Reports Second Quarter 2006 Results; Company Exceeds Adjusted EBITDA and Cash Guidance; Continues to Execute on Growth Opportunities
WEDNESDAY, JULY 26, 2006 4:05 PM - BusinessWire

SAN JOSE, Calif., Jul 26, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, posted best-ever figures for quarterly revenue and surpassed its guidance for Adjusted EBITDA ("A-EBITDA"). For the second quarter of 2006 Covad reported net revenues of $118.5 million, A-EBITDA of $25.6 million and net income of $12.5 million, or $0.04 per share. A-EBITDA and net income for the second quarter of 2006 include a $19.5 million benefit from a one-time tax adjustment.

Charles Hoffman, Covad president and chief executive officer, said: "In the second quarter we grew revenues and effectively managed costs across our business. We continue to successfully focus on providing high-margin, high-value solutions to direct business customers."

"We also made significant strides towards ensuring our future success with several growth opportunities. Our build-out of what will be the nation's largest next-generation network is well underway and will enable us to meet the ongoing telecommunications needs of our customers with unique product offerings such as higher-speed broadband, line-powered voice access and other next-generation communications services. We also solidified our position as an innovative leader in the wireless broadband space. As always, we continued to focus on providing an excellent customer experience, growing our business and improving profitability."

Summary of Financial Results

-- Net revenues for the second quarter of 2006 totaled $118.5 million, an increase of 0.6 percent from the $117.8 million reported for the first quarter of 2006, and an increase of 8.0 percent from the $109.7 million reported for the second quarter of 2005. Second quarter of 2006 includes a full quarter of revenues for Covad's wireless business. Net revenues for the first quarter of 2006 include $1.7 million from a software license agreement.

-- Broadband and VoIP subscription revenues for the second quarter of 2006 totaled $102.9 million, an increase of 1.9 percent from the $101.0 million reported for the first quarter of 2006, and an increase of 10.1 percent from the $93.5 million reported for the second quarter of 2005. Refer to the Selected Financial Data below, including Note 3, for additional information, including a reconciliation of this non-GAAP financial performance measure to the most directly comparable GAAP measure.

-- Wholesale subscribers for the second quarter of 2006 contributed $78.9 million of net revenues, or 66.6 percent, as compared to $81.1 million, or 68.9 percent, for the first quarter of 2006, and $78.1 million, or 71.1 percent, for the second quarter of 2005. Direct subscribers for the second quarter of 2006 contributed $39.6 million of net revenues, or 33.4 percent, as compared to $36.7 million, or 31.1 percent, for the first quarter of 2006, and $31.6 million, or 28.9 percent, for the second quarter of 2005.

-- Business subscribers for the second quarter of 2006 contributed $90.5 million of net revenues, or 76.4 percent, as compared to $87.5 million, or 74.3 percent, for the first quarter of 2006, and $81.5 million, or 74.3 percent, for the second quarter of 2005. Consumer subscribers for the second quarter of 2006 contributed $28.0 million of net revenues, or 23.6 percent, as compared to $30.3 million, or 25.7 percent, for the first quarter of 2006, and $28.2 million, or 25.7 percent, for the second quarter of 2005.

-- Income from operations for the second quarter of 2006 totaled $14.1 million, an improvement of $23.1 million from the $9.0 million loss reported for the first quarter of 2006, and an improvement of $39.7 million from the $25.6 million loss reported for the second quarter of 2005. As stated above, second quarter of 2006 results include a $19.5 million benefit from a one-time tax adjustment.

-- Adjusted earnings before interest, taxes, depreciation and amortization, or A-EBITDA, for the second quarter of 2006 totaled $25.6 million, an improvement of $22.8 million from the $2.8 million A-EBITDA reported for the first quarter of 2006, and an improvement of $33.6 million from the $8.0 million EBITDA loss reported for the second quarter of 2005. The second quarter of 2006 includes the benefit of a one-time tax adjustment that contributed approximately $19.5 million to Covad's A-EBITDA. This adjustment stems from a ruling the IRS made in the second quarter of 2006 in which it will stop collecting the federal excise tax for certain classes of telecommunications services. Covad had accrued for this tax from 2000 until early 2004. Covad did not pass this tax onto its customers; consequently it charged the expense to its operations. The ruling enables Covad to release this accrual as the ruling resolved uncertainty around the applicability of the tax to certain telecommunication services. In addition, A-EBITDA for the second quarter of 2006 includes a $2.1 million benefit from an employment related tax adjustment. A-EBITDA for the first quarter of 2006 includes a $1.7 million benefit from a software license agreement. Refer to the Selected Financial Data below, including Note 2, for additional information, including a reconciliation of this non-GAAP financial performance measure to the most directly comparable GAAP measure.

-- Net income for the second quarter of 2006 totaled $12.5 million, or $0.04 per share, an improvement of $21.8 million from the $9.3 million net loss, or $0.03 loss per share, reported for the first quarter of 2006 and an improvement of $28.9 million from the $16.4 million net loss, or $0.06 loss per share, reported for the second quarter of 2005. As stated above, second quarter of 2006 results include a $19.5 million benefit from a one-time tax adjustment. First quarter of 2006 includes a $1.7 million benefit from a software license agreement. Included in net loss for the second quarter of 2005 is a $9.4 million net gain from the sale of part of Covad's investment in ACCA Networks Co. Ltd, a Japanese broadband provider. Excluding these items, net loss for second quarter of 2006, first quarter of 2006 and second quarter of 2005 would have been $7.0 million, $11.0 million and $25.8 million, respectively.

-- Cash, cash equivalents and short-term investment balances, including restricted cash and investments, at the end of the second quarter of 2006 totaled $95.3 million, a decrease of $45.0 million when compared to the balance of $140.3 million at the end of the first quarter of 2006. Included in the total net cash usage for the second quarter of 2006 are (i) a $33.6 million payment related to the redemption of Covad's secured collateralized customer deposit with AT&T, (ii) $11.6 million of expenditures related to the build-out of Covad's LPVA platform, which are being funded with the proceeds from the strategic agreement with EarthLink, and (iii) a $6.1 million inflow from Covad's line of credit. Excluding these transactions, Covad's cash usage for the second quarter of 2006 was $5.9 million.

"As we execute our growth and operational strategy we continue to see improving financial results," said Christopher Dunn, Covad's chief financial officer. "The action we have taken over the past few quarters to improve our balance sheet, execute towards profitability and invest in our next-generation network capabilities puts Covad in an excellent position for the future."

Operating Statistics

-- Broadband lines in service at the end of the second quarter of 2006 were approximately 548,000, a 1.1 percent decrease from the second quarter of 2005. While total broadband lines in service decreased by 1.6 percent from the first quarter of 2006, business broadband lines in service increased by 3,600, or 1.5 percent, to 238,100. VoIP business customers at the end of the second quarter of 2006 were 1,343, a 1.1 percent increase from the first quarter of 2006 and a 54.4 percent increase from the second quarter of 2005. VoIP stations at the end of the second quarter of 2006 were approximately 44,000, a 2.8 percent increase from the first quarter of 2006 and a 46.9 percent increase from the second quarter of 2005. The customer and stations counts reflect an exit in the second quarter of 2006 from the Wholesale VoIP business where the company transitioned service for 170 Wholesale VoIP customers comprising 3,257 stations. Covad expects direct VoIP business customer growth to continue at previous quarter levels.

-- Broadband lines in service at the end of the second quarter of 2006 were approximately 469,900, or 85.8 percent, wholesale and 78,100, or 14.2 percent, direct, as compared to approximately 478,400, or 85.9 percent, wholesale and 78,500, or 14.1 percent, direct at the end of the first quarter of 2006, and approximately 472,800, or 85.3 percent, wholesale and 81,600, or 14.7 percent, direct at the end of the second quarter of 2005.

-- Broadband lines in service at the end of the second quarter of 2006 were approximately 309,900, or 56.6 percent, consumer and 238,100, or 43.4 percent, business, as compared to approximately 322,400, or 57.9 percent, consumer and 234,500, or 42.1 percent, business at the end of the first quarter of 2006, and approximately 324,700, or 58.6 percent, consumer and 229,700, or 41.4 percent, business at the end of the second quarter of 2005.

-- Weighted average revenue per user, or ARPU, for broadband lines in service for the second quarter of 2006 was $56 per month, same as the first quarter of 2006, and up from $55 for the second quarter of 2005. VoIP ARPU, excluding resellers, was $1,668 per month for the second quarter of 2006, down from $1,900 for the first quarter of 2006, and down from $1,698 for the second quarter of 2005.

-- Net customer disconnections, or churn, for broadband lines averaged approximately 3.0 percent in the second quarter of 2006, up from 2.9 percent for the first quarter of 2006, and down from 3.2 percent for the second quarter of 2005.

Business Outlook for Q3-06 and Full-Year 2006:

For the third quarter of 2006, Covad expects:

-- Net revenues in the range of $119.0 - $122.0 million.

-- A-EBITDA in the range of $5.0 - $8.0 million, excluding LPVA project operating expenses of approximately $3.5 million

-- Net loss in the range of $8.8 - $13.0 million.

-- Net usage of cash, cash equivalents and short-term investments, including restricted cash and investments in the range of $(2.0) - $(5.0), excluding LPVA project cash usage of $(15.0) - $(20.0).

For the Full-Year 2006, Covad expects:

-- Net revenues in the range of $475.0 - $485.0 million as previously stated at the May 30, 2006 Analyst and Investor Day hosted by Covad in New York City.

-- A-EBITDA in the range of $44.0 - $50.0 million, excluding LPVA project operating expenses of approximately $7.0 million. A-EBITDA includes the benefit of the aforementioned one-time tax adjustment that contributed approximately $19.5 million to A-EBITDA.

-- Net loss in the range of $9.5 to 19.5 million
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V.Mac
Antwort auf Beitrag Nr.: 23.075.835 von V.Mac am 26.07.06 23:49:03Obwohl der Kurs kontinuierlich nachgibt, steigt der institutionelle Anteil merklich an. Vor gut 3 Wochen lag er noch bei 18 %. Heute liegt er bei 23,5 %. Allein von gestern auf heute ist er um 2 % gestiegen. Da scheint sich doch wieder was gutes anzubahnen.
-------------------------------------------------------------------Auf wieder steigende Kurse.
Antwort auf Beitrag Nr.: 23.305.311 von CovadFan am 03.08.06 21:57:49Da haben wir den " Übeltäter ".
BARCLAYS GLOBAL INVESTORS hat mal eben um 6,5 Mio Shares aufgestockt.

Company Value Change % Change Shares
of Shares in Value in Value Held
($1000) ($1000)

COVAD $13,690 $9,251 208.38% 9,709,274

Die wissen wohl warum sie sowas machen.
------------------------------------------------------------------
schönes Wochenende,
CovadFan
@CovadFan

Woher hast du die Informationen zum institutionellen Anteil? Vielen Dank für die Info.
Antwort auf Beitrag Nr.: 23.331.667 von CovadFan am 05.08.06 18:49:47Alle festhalten,
Es geht wieder aufwärts! :)
@CovadFan

Die evtl. Anstiege halte ich nur für sehr kurzfristig. Nur sinnvoll für Trader. Die nächsten Monate September und Oktober sind normalerweise nicht für eine gute Börsenstimmung bekannt und ich rechne nochmals mit deutlichen Abgaben.

Daher werde ich Covad erst ab Oktober kaufen - wo der Kurs auch zu diesem Zeitpunkt sein mag. Aber ich glaube, dass Covad hier noch deutlich unter 1,30 USD zu haben sein wird. Für die Zeit nach Oktober/November bin ich jedoch sehr zuversichtlich und Covad wird das letzte Hoch von 2,72 USD sicherlich toppen.:) Die Instis sprechen ja auch für den Wert.
Antwort auf Beitrag Nr.: 23.370.837 von arnouxx am 09.08.06 16:34:11Hi Arnouxx,
Na, wenn Du dich da mal nicht vertust.
Instituioneller Anteil ist wieder gestiegen. Er liegt mittlerweile
bei 24,6 %. Da beudeutet, 2,6 Mio Aktien innerhalb einer Woche, und 11,6 Mio Aktien innerhalb von 2 Wochen.

http://www.nasdaq.com/asp/Holdings.asp?symbol=DVW&selected=D…

Ich glaube die Covad-Geschicht wird gerade neu geschrieben, und altes ist gewesen.
Gruß, CovadFan :cool:
@CovadFan

Natürlich kann auch ich den Kurs nicht vorhersehen. Momentan befinden sich die Märkte in einer Seitwärtsbewegung. Die Monate September und Oktober sprechen jedoch dafür, dass es nochmals ein gutes Stück abwärts geht und fundamentale Aspekte in den Hintergrund geraten.

Nach dem Sturm (groß oder klein) werden wieder Fundamentaldaten wichtig sein und der größere institut. Anteil ist natürlich positiv zu werten. Wenn hier eine Übernahme bevorsteht und die Instis wieder mehr wissen, kann es natürlich auch vor Oktober stark hoch gehen.

Andernfalls kam unsere Covad erst kurz vor Jahresschluss 2005 in Fahrt, wo der allg. Markt schon gut gestiegen war. Von Okt.-Dez. 2005 wurde sogar ein neues Tief ausgebildet. Wenn der Markt somit wieder steigt, wird unsere Covad die erste Zeit wahrscheinlich wieder verschlafen und ein Einstieg ist noch gut möglich.

Aber da ich mit Covad einen schönen Gewinn erzielt habe, ist der Wert auf meiner näheren Watchlist und ich möchte am nächsten Anstieg wieder gern teilnehmen. Momentan schaue ich jedoch lieber an der Seitenlinie zu.
Antwort auf Beitrag Nr.: 23.395.747 von StarvosA am 11.08.06 09:59:42@ StarvosA
Hallo StarvosA,
Beziehen sich die 70% auf den Rückgang deiner Gehirnzellen ?
Wenn nicht, kannst du dich ja detailierter dazu äußern, falls du hier im Thread überhaupt nochmal auftauchen solltest.
Antwort auf Beitrag Nr.: 23.390.471 von CovadFan am 10.08.06 20:10:01Institutioneller Anteil steigt kontinuirlich an. Er liegt nun schon bei 26,5%. Weiß jemand was da im Busch ist?
Antwort auf Beitrag Nr.: 23.474.966 von LasNk1 am 16.08.06 22:08:12Im Moment wird Covad ein Wunsch erfüllt.
Vor den Listing im Russel 3000-Index hat sich Charly Hoffmann 2 Sachen gewünscht:
1. Ein wesentlich höheren Instituitionellen Anteil
(Kursstabilisierung)
2. Aufstieg in die erste Bundesliga (NASDAC)
zu Punkt 1: Instituioneller Anteil mittlerweile bei 27 %.
(Sieben Prozent Zunahme in wenigen Wochen!)
Um Punkt 2 zu erreichen muß Covad einen Mindestwert besitzen.
Erfüllung von Punkt eins führt zwangsläufig zur Erfüllung von Punkt 2.
Bei dem starken Wertverfall der letzten Wochen, konnte man den Eindruck gewinnen, daß das gezielt gesteuert wird.
Fallender Preis bei massiv ansteigendem Institutionellen Anteil
Eindeutige Bodenbildung um 1,4 ; wieder steigende Tendenz.
Jetzt fehlt noch die nächste gute Meldung, und dann springst mal wieder hoch.
-------------------------------------------------------------------in diesem Sinne, ein schönes sonniges Wochenende
CovadFan
gerade wieder aus dem Urlaub zurück, lese ich hier eine interessante Diskussion. Ich hoffe auch, dass sich die Änderung in der Aktionärsstruktur deutlich positiv auswirkt.

@ StarvosA: 70% minus (keine Hirnzellen, da sinds schon mehr) hatte ich mit Covad (!) auch bereits, aber durch stetiges Nachkaufen auf niedrigem Niveau bin ich bei den derzeitigen Kursen nahezu plusminus null.

Stay tuned!

V.Mac
Antwort auf Beitrag Nr.: 23.509.415 von V.Mac am 19.08.06 18:38:33;) Institutioneller Anteil steigt mittlerweile fast exponentiell an. Letzte Woche lag er bei 27%, heute bei 32%.
Anscheinend hat Fidelity seinen Anteil von 17 Mio auf 31 Mio Shares aufgestockt.
Das ist eine 60%ige Steigerung innerhalb von 3 Monaten!!!
-------------------------------------------------------------
weiter so!:cool:
Antwort auf Beitrag Nr.: 23.562.935 von CovadFan am 22.08.06 18:01:03:confused:

ich kann die 32% institutioneller Anteil nicht nachvollziehen. Woher hast du die Zahl?

:confused:
Antwort auf Beitrag Nr.: 23.617.150 von LasNk1 am 25.08.06 21:43:08Die Info wurde mit entsprechender Aktienzahl auf der NASDAQ-Seite:

http://www.nasdaq.com/asp/Holdings.asp?symbol=DVW&selected=D…

einen halben Tag lang präsentiert. Abends wurden wieder die 27% eingestellt.
Da kann ma der Phantasie freien lauf lassen, was das zu bedeuten hat.
:cool:
Antwort auf Beitrag Nr.: 23.618.239 von CovadFan am 25.08.06 23:53:29was Aktuelles aus dem Board:
Interview mit Charly Hoffmann
http://www.vonmag- digital.com/ vonmag/200609/
-----------------------------------------------------------
Nach dem ungünstigen Kreuzen der MA 50 mit dem MA 200, scheint wieder die Talsole erreicht, und vielleicht geht ja mal wieder aufwärts.
Antwort auf Beitrag Nr.: 23.897.259 von CovadFan am 12.09.06 19:45:53Hallo zusammen, sieht so aus als ob die Zeit zum Einsteigen reif ist. Die Umsätze steigen heute ziemlich schnell an. Ich habe allerdings gerade kaum Cash frei so dass ich weiterhin nur beobachte ...
Antwort auf Beitrag Nr.: 23.952.454 von stephi06 am 15.09.06 16:21:52Hallo Steffi,
Schön, mal wieder was von dir zu lesen. Was machen deine neuen Investitionen?. Willst du nicht doch lieber wieder bei Covad einsteigen?
Hier im Thread ist es leider relativ ruhig geworden. Vielleicht haben die meisten kalte Füsse bekommen, und sind abgesprungen.
Charttechnisch entwickelt sich unsere Covad wieder gut.
Ein erneutes durchstoßen vom MA 200 durch MA 50 (von unter her) zeichnet sich bald wieder ab. http://stockcharts.com/h-sc/ui?c=dvw
Positiver Caschflow (nach EBITA) wird dieses Jahr erwartet. Presse Meldungen in den Staaten häufen sich, und der Bekanntheitsgrad wächst stetig an.
-------------------------------------------------------------------
auf weiter steigende Kurse,
CovadFan
Antwort auf Beitrag Nr.: 23.965.531 von CovadFan am 16.09.06 08:24:16Hallo CovadFan, ich war nicht so super erfolgreich in den letzten Monaten (vorsichtig ausgedrückt). Früher oder später komme ich auf jeden Fall zurück. Die Covadstory scheint erst zu beginnen - es ist noch Zeit ....
eine Meldung vom 13.9.06, ohne weiteren Kommentar. Ich habe mich in den letzten Wochen wieder etwas rar gemacht, da Urlaub und auch der Kursverlauf mich nicht wirklich animiert haben, mich durch das Einstellen von englischen Meldungen mit COVD zu beschäftigen.

Das soll aber nicht heissen, dass ich die Flinte nun ins Korn werfe......

Covad Announces ClearEdge Office -- First VoIP Offering Built Specifically for Very Small Businesses; ''End of Low Quality Consumer VoIP Products Masquerading as Small Business Solutions''
WEDNESDAY, SEPTEMBER 13, 2006 8:30 AM - BusinessWire

BOSTON, Sep 13, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, announced today at the Fall 2006 VON Conference & Expo the nationwide availability of Covad ClearEdge Office, the first combined Voice over IP and high-speed Internet offering built specifically for very small businesses.

"The VoIP offerings being marketed to very small businesses today are typically pumped-up consumer products or enterprise-level products that can be too technically demanding and expensive for small companies with limited IT capabilities and telecom budgets," said Charles Hoffman, president and CEO of Covad. "Covad ClearEdge Office has been designed to meet the specific needs of very small businesses: affordability, simplicity, reliability and minimal upfront costs."

With Covad ClearEdge Office, customers can continue to use their existing analog phones. Covad handles the entire installation, which involves only two additional pieces of equipment: a DSL router and an analog telephone adaptor.

"This signals the end of low quality consumer VoIP products masquerading as small business solutions," said Claude Tolbert, Covad senior vice president. "We expect Covad ClearEdge Office to be the product that will have very small businesses choosing VoIP, by combining easy installation, high service quality, minimal new equipment and a compelling price."

This $13.2 billion market segment, made up of businesses with between five and 19 employees, represents over 2 million small businesses with average monthly telecom expenditures of more than $500, according to AMI Partners, a market research firm.

"The introduction of Covad ClearEdge Office is a wake-up call to consumer providers who think catchy advertising is going to help them succeed in the small business market without a quality managed service," said Will Stofega, research manager for IDC's VoIP Services program. "Covad is clearly filling a gap in the market by becoming the only company to specifically target this segment with a managed-quality access line."

Because ClearEdge Office operates on Covad's nationwide broadband network, the service and overall calling experience is fully managed end-to-end as opposed to traditional consumer VoIP solutions that rely on a third party broadband connection to transfer the data packets over the public internet. Covad's Voice-Optimized Access (VOA) solution preserves VoIP call quality by prioritizing voice over data traffic on every call and thereby ensures a quality calling experience.

Covad ClearEdge Office offers an intuitive interface through a web-based "dashboard." Businesses can reduce "phone tag" with Find Me/Follow Me, create hunt groups to forward calls to available team members, and manage voicemail and faxes through any Web connection. It also includes call waiting, call forwarding, call logging, call monitoring and call pick-up. Covad ClearEdge Office is an ideal solution for companies with fewer than 20 people.

There is no need to replace inside wiring and all unique wiring needs will be handled by Covad. Automatic upgrades ensure customers always have the most advanced features available.

With the launch of Covad ClearEdge Office, Covad now offers a complete portfolio of VoIP products to small and medium businesses. Covad ClearEdge Office Pro is a hosted VoIP offering that is ideal for SMBs looking for a feature-rich, managed solution with low up-front costs. Covad ClearEdge Integrated Access combines separate voice and data access services into a single solution over a T1 broadband line, and is well-suited for customers who already have an existing PBX.

---------------------------------------------------------------------------------

Bis die Tage

V.Mac
Covad kauft in Chicago zu.

Covad Expanding Broadband Wireless Network
WEDNESDAY, OCTOBER 11, 2006 8:30 AM - BusinessWire

SAN JOSE, Calif., Oct 11, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, announced today that it recently signed an agreement to acquire substantially all the assets of DataFlo Communications, LLC, a Chicago-based broadband wireless provider. The transaction with DataFlo is expected to close later this month and is subject to customary closing conditions and regulatory approvals. By expanding its presence in Chicago, Covad will add a sixth market to its broadband wireless coverage area, in an addressable market of over 170,000 small businesses. The acquisition of DataFlo also complements Covad's existing broadband coverage area in the Chicago market, enabling the company to satisfy the data, voice, and, now wireless, needs of Chicago-area businesses. The addition of broadband wireless to Covad's portfolio of services enables the company to target larger businesses with high-capacity service, with data speeds between 2 megabits per second and 45 megabits per second.

"Fixed broadband wireless service is one of Covad's primary growth drivers and this announcement signals the next phase of our targeted national expansion," said Patrick Bennett, executive vice president of market development for Covad. "By acquiring DataFlo, we will gain a wireless coverage area in Chicago where there is strong small and medium-sized business growth. DataFlo's wireless network also complements our existing wireline coverage area in that market. By introducing wireless in Chicago we will also be able to meet the needs of larger businesses with our high-capacity service."

Covad now offers broadband wireless in 6 markets nationwide: Chicago, Los Angeles, San Francisco, San Diego, Orange County, and Las Vegas.

Covad will acquire substantially all the assets of DataFlo for approximately $1.4 million in cash. For the full year 2006, DataFlo expects to generate approximately $1 million in revenue. In keeping with Covad's profitability goals, the transaction is EBITDA accretive.

NextWeb, Covad's wireless subsidiary, was recently named one of the "Top US Broadband Wireless Operators" by Broadband Wireless Business magazine. NextWeb currently provides high-speed wireless broadband solutions to over 3500 businesses, including Intel, Hilton Hotels, and the 2006 Emmy Awards.
---------------------------------------------------------------------------------

Vielleicht hilft es dem Kurs....

V.Mac
nachdem es jetzt einige Wochen doch recht ruhig war, kommen nun wieder verstärkt Meldungen. Vielleicht treibt das den Kurs, wie in der Vergangenheit auch, mal wieder (dauerhaft??) etwas nach oben.

Zur letzten Meldung:

Covad's Nationwide Network Links World's Largest Contract Foodservice Management Company
THURSDAY, OCTOBER 12, 2006 10:31 AM
- BusinessWire DVW 1.43 +0.03

SAN JOSE, Calif., Oct 12, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, is now providing technology solutions for the American division of Compass Group, the world's largest contract foodservice management company.

Compass Group has over 8,000 accounts nationwide and Covad is supplying high-quality broadband service to more than 500 locations.

"We approached Covad in July 2005 to fulfill our technology needs. With so many accounts spread across the country, we needed a solution to increase our broadband capabilities," said Roland Falcon, vice president, IT infrastructure and operations with Compass Group, The Americas. "Covad had the technology solutions we were looking for, in terms of increasing the speed in which our accounts could connect and report back to our corporate headquarters with time-sensitive operational and financial information."

Eurest, Wolfgang Puck Catering, Bon Appetit Management Company, and Food Works are just a few of Compass Group's operating companies. National brands include Au Bon Pain, Mamma Leone's, Coyote Jack's, Chick-fil-A and Wolfgang Puck.

"Compass Group has provided us with an exciting opportunity to enable the foodservice industry on a large scale," said Dave McMorrow, executive vice president of sales Covad. "Our national coverage, product portfolio and quality of service allow Compass Group to be successful in their commitments to their customers."

Compass Group is currently exploring opportunities with Covad's VoIP and wireless services.
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klingt doch gut, sollte etwas Umsatzwachstum bringen....

V.Mac
Hallo V.Mac und Covad-Fans!

Bin jetzt auch wieder mit einer Anfangsposition an Bord. Die US-Märkte müssten zwar ein klein wenig korrigieren - Covad verhält sich jedoch häufig sowieso atypisch.

Letztes Jahr sprang unsere Covad erst zum Jahresende an. Jedoch will ich nicht alles ausreizen. Werde Covad daher intensiv beobachten und ggf. weiter zukaufen.

Also auf neue Hochs:lick:
Antwort auf Beitrag Nr.: 24.664.595 von arnouxx am 16.10.06 19:13:27Hallo Arnouxx,
Schön, daß Du wieder an Board bist, aber wenn du nicht aufpasst, und zuspät nachkaufst, rennt dir vielleicht der Kurs davon.
Ich bin da ganz optimistisch, daß es sehr bald wieder steil bergauf geht.
Gruß, Covad;)Fan
Hallo Leute!

News vom 17.10.06

Covad to Deploy Sun Microsystems' Identity Management Platform
TUESDAY, OCTOBER 17, 2006 8:30 AM - BusinessWire

DVW 1.54 +0.03

SAN JOSE, Calif., Oct 17, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, announced today it is deploying Sun Java System Identity Manager. This deployment of Sun's Identity Manager will benefit Covad by eliminating the manual employee provisioning process, enabling the company to more effectively manage its employee user identities, increase efficiencies and reduce costs.

"Sun Java System Identity Manager gives us an exceptional platform for managing employee profiles and permissions, which enhances our overall enterprise security while allowing us to reduce operational costs," said Cornelia Pool, vice president of software and information systems for Covad. "This deployment mirrors automated processes we have long had in place for our customers. It greatly reduces the time it takes to get employees and contractors up and running productively, while making it easy to change employee access privileges and instantly and securely cancel employee accounts when their tenure ends."

Covad, working with software partners Persistent Systems and LCN Technology, has deployed Identity Manager to provide visibility and control over employee accounts and access privileges from a central location. Identity Manager provides role- and rules-based provisioning and enables Covad to set policies on users, organizations, resources, roles or groups, ensuring that its corporate security requirements are automatically enforced. In addition, the Sun solution helps to provide Covad with the ability to easily review the status of access privileges at any time, which both improves audit performance and helps achieve compliance with governmental mandates.

"Companies are increasingly responding to the need to protect sensitive data, increase business process efficiencies, and implement effective security controls across their entire organization," said Sara Gates, vice president, Identity Management and SOA at Sun Microsystems, Inc. "The Sun Java System Identity Management Suite is helping leading-edge companies like Covad automate their identity management processes, reduce costs and help meet the challenges of regulatory compliance."

Covad is focused on growing profitably and emphasizes solutions that generate improved productivity and cost savings. The company invests in advanced software solutions, like Sun Java System Identity Manager, that position it to capture growing demand in the $30 billion small business telecommunications market.
------------------------------------------------------------------------------

Stück für Stück steigt die gute Covad ..... weiter so.

V.Mac
Guten Morgen Covad-Fans,

am Wiederstand von 1,57 USD ist unsere Covad erst einmal wieder abgeprallt. Wahrscheinlich gibt es noch einmal einen Rückgang bis in den Bereich 1,40-1,45 USD. Hier sollte ein neuer Anlauf starten, um dann endlich den Wiederstand bei 1,57 zu brechen. Der Chart ist jedoch sehr vielversrechend und scheinbar gibt es immer viele neue Nachrichten ab September. Trotzdem wäre es schön, wenn bei den kommenden Zahlen im November eine Ergebnisverbesserung erkennbar ist. Das ist meiner Meinung nach der Knackpunkt bei Covad. Bei einer erkennbaren Verbesserung würden wir wirklich über Kursziele von 5, später auch 10 USD nachdenken können.

@CovadFan
In dem genannten Bereich werde ich sehr wahrscheinlich meine Position aufstocken. Ein weiterer Zukauf ist denkbar, wenn die 1,57 USD geknackt sind. Die Zahlen könnten den Anschub geben.
Die zahlen kommen in ein paar Tage, am 26.10.06

Covad Communications to Host Third Quarter 2006 Conference Call on October 26 at 5 p.m. ET/2 p.m. PT
THURSDAY, OCTOBER 19, 2006 8:00 AM BusinessWire

SAN JOSE, Calif., Oct 19, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, will conduct a conference call to discuss its third quarter 2006 financial results on Thursday, October 26, 2006, at 5 p.m. eastern time / 2 p.m. pacific time.

To participate on this call, investors and news media should dial (800) 240-2134. Participants are advised to call in five minutes prior to the start time.

The conference call will also be webcast over the Internet. To listen to the call, visit the Investor Events page on the Covad web site at http://www.covad.com/about_investors.shtml. Participants should allow approximately 10 minutes prior to the call's start time to visit the site and download any streaming media software needed to listen to the webcast.

The conference call will be recorded and available for replay listening until 11:59 p.m. EST on November 4, 2006, by dialing (800) 405-2236, pass code 11072635. An online archive of the webcast will also be available on the Investor Relations section of Covad's website.
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Da kanns vielleicht was geben......

V.Mac
Hoffentlich werden die Zahlen positiv aufgenommen oder es gibt sogar eine Überraschung.

Der Bereich um 1,40 bis 1,45 wurde erreicht. Habe jetzt auch vor den Zahlen zu 1,42 nachgekauft, da die erste Position klein war. So hoffe ich doch auf eine neue Aufwärtsbewegung nach den Zahlen.:)
die Zahlen sind da, für mich keine grossen Überraschungen, jedoch bleibt anzumerken, dass der erwartete Umsatz (revenues) um 0,4 Mio USD unter der unteren Schätzung lag (119 - 122 Mio), jedoch der Verlust mit 8,7 Mio auch unter der Schätzung (Schätzung 8,8 - 13 Mio USD).
Somit sollte ein solides jahr 2006 möglich sein. Mal sehen, wie morgen die Börse drauf reagiert.

Covad Communications Group Reports Third Quarter 2006 Results
THURSDAY, OCTOBER 26, 2006 4:16 PM - BusinessWire
DVW 1.46 +0.03

SAN JOSE, Calif., Oct 26, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) :

Third Quarter Financial and Business Highlights

-- Net revenues of $118.6 million

-- 23.7 percent increase in Direct subscription revenue from the third quarter of 2005

-- 50.7 percent increase in subscription revenue from Growth products from the third quarter of 2005

-- A-EBITDA of $4.5 million, which includes $1.6 million of LPVA build-out costs. A-EBITDA excluding LPVA build-out costs was $6.1 million

-- Net loss of $8.7 million ($0.03 per share)

-- Cash, cash equivalents and short-term investments, restricted cash and investments decreased by $12.7 million. Excluding the cash outlay of $14.6 million related to the LPVA build-out expenditures, cash, cash equivalents and short-term investments, and restricted cash and investments increased by $1.9 million

-- Launch of Covad ClearEdge Office, the first hosted Voice over IP and high-speed Internet offering built specifically for businesses with fewer than twenty employees

-- 698 of the 758 central offices completed in the nation's largest next-generation network build-out. Remaining central offices expected to be completed within 45 days

Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, today announced its third quarter of 2006 financial results, including $118.6 million in net revenues, $4.5 million in A-EBITDA and a net loss of $8.7 million, or $0.03 loss per share.

Charles Hoffman, Covad president and chief executive officer, said: "In the third quarter we continued to grow our higher-margin, higher-bandwidth data, voice, and wireless solutions while achieving cash-flow positive, excluding the impact of the next-generation network project, ahead of schedule."

"Covad continues to be a market leader in business-class broadband, voice over IP, and fixed broadband wireless by enhancing distribution, launching new products, and expanding network capabilities. In the third quarter we launched Covad ClearEdge Office, the first hosted VoIP solution built specifically to meet the needs of small businesses. We also continued to build the nation's largest next-generation network, capable of offering the advanced broadband services that our customers increasingly demand. By focusing our resources on these and other growth initiatives, we have laid a strong foundation for continued success through the rest of 2006 and into 2007."

Summary of Financial Results

-- Net revenues for the third quarter of 2006 totaled $118.6 million, an increase of $0.1 million from the $118.5 million reported for the second quarter of 2006, and an increase of $6.5 million, or 5.8 percent, from the $112.1 million reported for the third quarter of 2005.

-- Direct subscribers for the third quarter of 2006 contributed $40.3 million of net revenues, or 34.0 percent, as compared to $39.6 million, or 33.4 percent, for the second quarter of 2006, and $32.4 million, or 28.9 percent, for the third quarter of 2005. Wholesale subscribers for the third quarter of 2006 contributed $78.3 million of net revenues, or 66.0 percent, as compared to $78.9 million, or 66.6 percent, for the second quarter of 2006, and $79.7 million, or 71.1 percent, for the third quarter of 2005.

-- Subscription revenue from Growth products for the third quarter of 2006 totaled $44.0 million, an increase of $3.0 million, or 7.3 percent, from the second quarter of 2006, and an increase of $14.8 million, or 50.7 percent from the third quarter of 2005. Covad's growth products are T-1, business ADSL, Line-Powered Voice Access ("LPVA"), Voice over Internet Protocol ("VoIP") and wireless. The increase from the second quarter of 2006 was attributable to increases in broadband subscription revenue from T-1, business ADSL and LPVA of $2.0 million, VoIP subscription revenue of $0.8 million and Wireless subscription revenue of $0.2 million. The increase from the third quarter of 2005 was attributable to increases in broadband subscription revenue from T-1, business ADSL and LPVA of $8.4 million, VoIP subscription revenue of $3.2 million and wireless subscription revenue of $3.2 million. Subscription revenue from Growth products contributed 40.7 percent of total subscription revenues, an increase of 2.6 percent from the second quarter of 2006 and 11.8 percent from the third quarter of 2005. Refer to the Selected Financial Data below, including Note 3, for additional information, including a summary of subscription revenue from Growth and Legacy products and a reconciliation of subscription revenue to the most directly comparable GAAP measure.

-- Subscription revenue from Legacy products for the third quarter of 2006 totaled $64.2 million, a decrease of $2.4 million, or 3.6 percent, from the second quarter of 2006, and a decrease of $7.5 million, or 10.5 percent from the third quarter of 2005. Covad's legacy products, primarily sold through wholesale channels, are consumer ADSL, business SDSL, frame relay and high-capacity transport circuits. The decreases from the second quarter of 2006 and third quarter of 2005 were primarily attributable to decreases in broadband subscription revenue from consumer ADSL and business SDSL and frame relay products. Subscription revenue from Legacy products contributed 59.3 percent of total subscription revenues, a decrease of 2.6 percent from the second quarter of 2006 and 11.8 percent from the third quarter of 2005. Refer to the Selected Financial Data below, including Note 3, for additional information, including a summary of subscription revenue from Growth and Legacy products and a reconciliation of subscription revenue to the most directly comparable GAAP measure.

-- Revenue from business subscribers contributed $92.3 million of net revenues, a 2.0 percent increase from second quarter of 2006 and a 14.1 percent increase from the third quarter of 2005. Revenue from business subscribers comprised 77.8 percent of net revenues, up from 72.2 percent in the third quarter of 2005 and 76.3 percent in the second quarter of 2006. Revenue from consumer subscribers for the third quarter of 2006 contributed $26.3 million of net revenues compared to $28.0 million in the second quarter of 2006 and $31.2 million in the third quarter of 2005. Revenue from consumer subscribers comprised 22.2 percent of net revenues, down from 27.8 percent in the third quarter of 2005 and 23.7 percent in the second quarter of 2006.

-- Adjusted earnings before interest, taxes, depreciation and amortization ("A-EBITDA") for the third quarter of 2006 totaled $4.5 million, a decrease of $21.1 million from the $25.6 million A-EBITDA reported for the second quarter of 2006, and an improvement of $16.4 million from the $11.9 million EBITDA loss reported for the third quarter of 2005. A-EBITDA in the third quarter of 2006 includes costs of approximately $1.6 million related to the build-out of LPVA service. The second quarter of 2006 includes the benefit of a tax adjustment that contributed approximately $19.5 million to Covad's A-EBITDA. In addition, A-EBITDA for the second quarter of 2006 includes a $2.1 million benefit from an employment related tax adjustment and costs of $0.2 million for the LPVA build-out. Excluding these items, A-EBITDA for the third and second quarter of 2006 would have been $6.1 million and $4.2 million, respectively. Refer to the Selected Financial Data below, including Note 2, for additional information, including a reconciliation of this non-GAAP financial performance measure to the most directly comparable GAAP measure.

-- Net loss for the third quarter of 2006 totaled $8.7 million, or $0.03 loss per share, a decrease of $21.2 million from the $12.5 million net income, or $0.04 per share, reported for the second quarter of 2006 and an improvement of $7.1 million from the $15.8 million net loss, or $0.06 loss per share, reported for the third quarter of 2005. As stated above, third quarter of 2006 results include costs of approximately $1.6 million related to the build-out of LPVA service. Second quarter of 2006 includes a $19.5 million benefit from a tax adjustment, $2.1 million benefit from an employment related tax adjustment and costs of $0.2 million related to the LPVA build-out. Included in net loss for the third quarter of 2005 is a $12.2 million net gain from the sale of part of Covad's investment in ACCA Networks Co. Ltd, a Japanese broadband provider. Excluding these items, net loss for third and second quarter of 2006, and third quarter of 2005 would have been $7.1 million, $8.9 million and $28.0 million, respectively.

-- Cash, cash equivalents and short-term investments, restricted cash and investments, at the end of the third quarter of 2006 totaled $82.6 million, a decrease of $12.7 million when compared to the balance of $95.3 million at the end of the second quarter of 2006. Excluding the cash outlay of $14.6 million related to the LPVA build-out expenditures, which is being funded with the proceeds from the strategic agreement with EarthLink, cash, cash equivalents and short-term investments, and restricted cash and investments increased by $1.9 million for the third quarter of 2006.

"Reaching cash-flow positive, excluding the impact of the next-generation network project, is a significant milestone for Covad," said Christopher Dunn, Covad's chief financial officer. "By achieving this ahead of schedule we are demonstrating to shareholders our commitment to operational and financial discipline while we continue the transition of our business from legacy products to bundled, higher-speed, value-added growth solutions."

Business Outlook

For the fourth quarter of 2006, Covad expects:

-- Net revenues in the range of $119.0 - $121.0 million.

-- A-EBITDA in the range of $5.0 - $8.0 million, which includes approximately $2.0 million in LPVA build-out operating expenses

-- Net loss in the range of $7.3 - $12.3 million.

-- A decrease in cash, cash equivalents and short-term investments, restricted cash and investments in the range of $4.4 - $6.4 million which includes $7.0 million in LPVA build-out expenditures and $1.4 million related to our recently announced acquisition of the assets of DataFlo, which we expect to close in the fourth quarter of 2006. Excluding these items, cash, cash equivalents and short-term investments, and restricted cash and investments is expected to increase by $2.0 - $4.0 million.

For the Full-Year 2006, Covad expects:

-- Net revenues in the range of $473.8 - $475.8 million.

-- A-EBITDA in the range of $37.9 - $40.9 million, which includes approximately $3.6 million of LPVA build-out operating expenses. A-EBITDA includes the benefit of the aforementioned one-time tax adjustment that contributed approximately $19.5 million to A-EBITDA.

-- Net loss in the range of $12.8 to 17.8 million
--------------------------------------------------------------------------------------------------------

Ich bleib dabei......

V.Mac
V.Mac

Ich sehe auch keine Überraschung. Wenigstens ist der Verlust kleiner geworden. Kurssprünge erwarte ich jedoch nicht.
zu einem KursSPRUNG wird es wohl nicht kommen.

After Hours Trading 10/26/2006 4:34:00 PM
Last: 1.40 Change: -0.06 Volume: 1,900

V.Mac
auf der anderen Seite sind gerade mal 1900 St. gehandelte Aktien auch kein wirklicher Indikator.


V.Mac
da heute der Kurs doch satte 8 % verliert, stellt sich die Frage, was gestern auf der Telefonkonverenz noch so gesagt wurde. Hat sich das schon jemand angehört?

V.Mac
Antwort auf Beitrag Nr.: 24.896.353 von V.Mac am 27.10.06 19:13:38Gestern gab es wieder einen starken institutionellen Kauf.
Es gab eine einzelne Position von über 5 Mio Shares.
Da deckt sich wohl gerade jemand groß ein.
Naja, die Zahlen waren wirklich nicht berauschend. Was die Anleger und mich inklusive verärgert, ist der Ausblick für das nächste Quartal. Kein Umsatzwachtum, d.h. 0 %. Das bedeutet, dass hier und dort immer neue Kooperationen und andere positive Meldungen erscheinen, aber dieses nicht im Wachstum spürbar ist.

Jedenfalls werde ich Covad jetzt ganz genau beobachten müssen. Wenn die Aktie unter 1,30 USD fällt, geht es erst einmal ein ganzes Stückchen weiter bergab - leider.
@V.Mac und CovadFan

Am letzten Freitag habe ich mir die Kursentwicklung noch in Ruhe angeschaut. Jetzt am Montag habe ich meine Positionen mit Verlust bei 1,35 USD verkauft, da keine positive Gegenbewegung zu erkennen war. Glücklich bin ich nicht darüber - jedoch lieber den Verlust begrenzen. Zum Glück wollte ich meine 3. Position erst nach den Zahlen kaufen, was ich natürlich nicht mehr getan habe.

Jetzt wurden die 1,30 USD nach unten durchbrochen und ich sehe hier die Gefahr eines weiteren Abrutschens. Wo der nächste Halt ist, vermag ich wirklich nicht zu beurteilen. Werde daher nach einem neuen Einstieg mit der Zeit suchen. Wenn Covad doch in den kommenden Tagen wider Erwarten steigt, werde ich erneut einsteigen. Jedoch sind die Aussichten nicht so rosig (Supermeldungen einmal ausgeschlossen), da die Wachtumsprognosen enttäuscht haben.

Am liebsten wäre mir, wenn der Kurs sich (wo auch immer) nach einigen Wochen beruhigt und ich kurz vor Weihnachten wieder einsteigen kann. Letztes Jahr ging es auch erst nach Weihnachten schön aufwärts.

Lese gern bis auf weiteres eure Meinungen;)
Antwort auf Beitrag Nr.: 25.064.217 von arnouxx am 01.11.06 17:39:49Unglaublich. Vor einem dreiviertel Jahr hätte ich alles darauf gewettet, dass wir solche Kurse nicht wieder sehen werden. Hätte ich heute cash verfügbar, wäre ich eingestiegen. Es kann jetzt nicht mehr weiter runter gehen .... - normalerweise nicht ....
Antwort auf Beitrag Nr.: 25.064.217 von arnouxx am 01.11.06 17:39:49Hallo Steffie und Arnouxx,
Ja der jetzige Kurs ist mal wieder sehr attraktiv zum einsteigen. Ich habe meine Position weiter gehalte, weil die Steuerliche Last bei der nächsten Steuererklärung einfach zu hoch wäre. Im Moment habe ich auch leider kein weiteres Geld zur Verfügung, um nochmal bei Covad nachzukaufen, da ich auch vor kurzem noch groß im Nano-Imprint-Bereich (NIL) groß eingestiegen bin. Wie ich das so von einigen Leuten mitbekommen habe, besteht wohl die Meinung, daß der Kurs manipuliert wird. Auch bei dem aktuellen kleinen Crash hätte "man" noch viele Stopps (Stopploss-Positionen) entdeckt, und eingesammelt.
Nach wie vor bin ich absolut von Covad überzeugt. Die umrüstung des Netzes auf ADSL2+/VPL bedeutet auch eine entsprechende Wertsteigerung des Unternehmens, die sich auch bald im Aktienkurs wiederspiegeln muß. Nicht zu vergesse, der von CH prognostizierte CF+ (positiver Cashflow).
-------------------------------------------------------------------
So, gestern gings ja mal wieder ein wenig in die richtige Richtung,
und hoffen wir auf weiter steigende Kurse.
Euer CovadFan:)
@CovadFan

Dein Optimismus in Ehren - Aber ich glaube, dass Covad erst seinen Boden finden muss. Ob es jetzt das Tief bei 1,08 USD war, würde ich jetzt auch nicht beurteilen können. Die Ausbildung eines Bodens sollte noch einige Zeit andauern.:look:

Woher hast du denn die Info's, dass hier bewusst Stopploss-Positionen ausgelöst wurden. Unterhalb von 1,30 USD war ja nicht schwer zu erraten, aber weiter unten? Oder ist zumindest der institutionelle Anteil angestiegen?
Antwort auf Beitrag Nr.: 25.183.324 von arnouxx am 06.11.06 21:24:19Hi Arnouxx,
Die Stopp loss Geschichten hab ich einer regen Diskussion in den Staaten (Covad-Board) entnommen. Der instituionelle Anteil sollte auch gestiegen sein, läßt sich aber definitiv nur in mehrmonats- Intervallen festmachen.
Gruß, CovadFan
@CovadFan

Brauche nochmals deine Unterstützung zur Entwicklung von Covad. Der Ausblick beim Umsatzwachstum für das nächste Quartal liegt bei ca. 0%. (Schade...)

Welche Entwicklungen siehst du, damit Covad endlich Umssatzwachstum erreichen kann und damit auch in die Gewinnzone kommt? Wann könnt es soweit sein?
Antwort auf Beitrag Nr.: 25.183.324 von arnouxx am 06.11.06 21:24:19@ Arnouxx
Bank of America ist nun auch im Club der Institutionellen vertreten (rund 1,5 mio):
http://www.nasdaq. com/asp/Holdings .asp?
FormType=institutio nal&symbol= DVW&selected= DVW" target="_blank" rel="nofollow">http://www.nasdaq. com/asp/Holdings .asp?
FormType=institutio nal&symbol= DVW&selected= DVW
In Bezug auf das Umsatzwachstum erwarte ich durch das ELK-VPL Vorhaben einen deutlichen Schub. Auch in Bezug auf neue Interessenten. Meine persönliche Prognose für CF+ liegt in der Mitte 2007.
--------------------------------------------------------------
aber warten wir´s mal ab.
Gruß, CovadFan
Antwort auf Beitrag Nr.: 25.212.129 von CovadFan am 08.11.06 10:52:54Hier nochmal der Insti-Link:

http://tinyurl.com/y66gor
Antwort auf Beitrag Nr.: 25.212.788 von CovadFan am 08.11.06 11:29:15:) Nachdem vorgestern über 3 mio Aktien gehandelt wurden, ohne daß sich der Wert nur um 1 cent bewegt hätte, gings gestern und heute wieder in die richtige Richtung.
Q Arnouxx: ich hoffe, du hast schon nachgekauft.

Der Handel vom vorgestrigen Tage zeigt mal wieder die Macht der Institutionellen: Einfach einsacken, und den Kurs niedrig halten.
Aktuell haben wir Momentan 101 Institutionelle.
Ich rechne mit einem massiven institutionellem Anstieg in der näheren Zukunft.
-------------------------------------------------------------------
:) auf weiter steigende Kurse:)
Q Vmac: Gib mal ein Lebenszeichen
Antwort auf Beitrag Nr.: 25.424.617 von CovadFan am 15.11.06 20:12:24Mahlzeit

""Lebenszeichen!"" -:)

Jaja, der Kurs macht mal wieder, was er will....scheinbar eher nach unten. Und Meldungen gabs in den letzten Tagen auch nicht. Ich hätte gedacht, dass möglicherweise nach dem Converence-Call sich mal wieder ein Analyst zu Wort meldet, aber Fehlanzeige.

Irgendwie ist es schon komisch, ich fand die letzten Zahlen eigentlich in Ordung, die große Überraschung blieb zwar aus, aber dafür, dass Covad doch (endlich) ab 2007 Geld verdienen will, passt mir die momentane Kursentwicklung nicht.

Naja, weiter abwarten....

V.Mac
Antwort auf Beitrag Nr.: 25.599.330 von V.Mac am 22.11.06 18:45:41Hallo zusammen,
Es ist schon schade, daß es hier so ruhig geworden ist.
Ich bin weiterhin sehr optimistisch, was Covad anbelangt.
Earthlink betreibt ganz offensiv Werbung zum Thema Line Power Voice. Und das Netz wir stetig ausgebaut.
Nextweb hat das Tempo seine Erfolgstory weiter vergrößert. Mittlerweile in 175 Städten present. Hie mal die Liste der Stadte, in denen Wimax verfügbar ist:
Agoura
Agoura Hills
Agua Dulce
Alameda
Aliso Viejo
Altadena
Anaheim
Anaheim Hills
Artesia
Atherton
Bellflower
Belmont
Berkeley
Beverly Hills
Brea
Buena Park
Burbank
Calabasas
Calabasas Hills
Camarillo
Campbell
Canoga Park
Carpinteria
Carson
Casitas Springs
Castro Valley
Century City
Cerritos
Chatsworth
Commerce
Cornell
Costa Mesa
Culver City
Cupertino
Cypress
Dublin
East Los Angeles
East Palo Alto
El Rio
Emeryville
Encino
Fillmore
Flintridge
Foothill Ranch
Foster City
Fountain Valley
Fremont
Fullerton
Garden Grove
Gaviota
Glendale
Goleta
Goleta
Granada Hills
Hawaiian Gardens
Hayward
Hidden Hills
Highland Park

Hollywood
Huntington Beach
Inglewood
Irvine
Isla Vista
La Canada
La Crescenta
La Habra
La Mirada
La Palma

Las Vegas
Laguna Hills
Laguna Woods
Lake Forest
Lakewood
Long Beach
Los Alamitos
Los Altos
Los Altos Hills
Los Angeles
Los Gatos
Mar Vista
Marina Del Rey
Meiners
Menlo Park
Milpitas
Mission Viejo
Monte
Montecito
Montrose
Moorpark
Mountain View
N Hollywood
Newark
Newbury Park
Newhall
Newport Beach
Nido
North Hills
North Hollywood
North Las Vegas

Northridge
Oak View
Oakland
Oaks Mission Hills
Ojai
Orange
Oxnard
Pacoima
Palo Alto
Panorama City
Paramount
Pasadena
Piru
Placentia
Pleasanton
Port Hueneme
Redwood City
Reseda
Rossmor

Sagus

San Buenaventura
San Carlos
San Fernando
San Francisco
San Jose
San Leandro
San Lorenzo
San Marino
San Mateo
Santa Ana
Santa Barbara
Santa Clara
Santa Clarita
Santa Monica
Santa Paula
Santa Susana
Santa Ynez
Saticoy
Seal Beach
Sepulveda
Sherman Oaks
Sierra Madre
Signal Hill
Simi Valley
Somis
South Pasadena
StanfordStanton
Studio City
Summerland
Sunland
Sunnyvale
Sylmar
Tarzana
Thousand Oaks
Topanga
Tujunga
Tustin
Union City
Universal City
Valencia
Van Nuys
Venice
Ventura
Verdugo City
Vernon
View Park
Villa Park
West Hills
West Hollywood
West Los Angeles
Westchester
Westlake Village
Westminster
Windsor Hills
Winnetka
Woodland Hills
Woodside
Yorba Linda

Meiner Meinung nach ist es nur noch eine Frage kurzer bis mittelfristiger Zeit, wenns wieder steil nach oben geht.
Warten wir ab.
:)CovadFan
Hallo, dann werde ich auch wieder meinen Beitrag leisten.

Für die Anleger war der gegebene Ausblick einfach enttäuschend. Mit Umsatzwachstum gleich Null kannst du keine Anleger erfreuen. Ich vermute, dass Covad wieder bis Ende 2006, vielleicht Anfang 2007 unten herumdümpelt und dann erst wieder steigt. Könnte mir gut vorstellen, dass dann auch wieder vermehrt positive Meldungen erscheinen, welche den Kursanstieg antreiben.:)
Antwort auf Beitrag Nr.: 25.624.995 von arnouxx am 23.11.06 17:04:36Dein Wort in Gottes Ohr.....

auf der anderen Seite hätte ich jetzt wieder ein paar Euronen übrig, um erneut bei Kursen zwischen 55 und 70 Euro-Cent (teurer nicht !) noch mal nachzulegen. Also hätte ich prinzipiell gegen einen weiteren (kurzfristigen) Kursrückgang keine Einwände. Wenn es dann im Frühjahr wirklich wieder nach oben geht.....

V.Mac
@ V.Mac

Mit so tiefen Kursen rechne ich bei Covad nicht mehr. Ich gehe von einem Doppelboden bei 1,08 USD aus. Wenn diese Marke nicht hält, sehe ich noch Abwärtspotential bis in den Bereich 0,90 bis 0,95 USD. Wenn es so läuft, werden die Kurse jetzt allmählich abbröckeln und dann einige Wochen auf dem Tiefstniveau herumdümpeln.

So ist zumindest meine Prognose.:yawn:
Antwort auf Beitrag Nr.: 25.720.168 von arnouxx am 26.11.06 11:49:41Hallo liebe Covad-Gemeinde,
Es gab mal wieder was interessantes, was Covad nur indirekt betrifft.
Ein Fidelity-Manager hat Insidertips privat verwertet.
Er hat über seine Mutter Covadaktien kaufen lassen. Hier im Originaltext:

FUNDWATCH
Court documents detail Fidelity probe
Former trader, family members may have profited from improper trades
PrintE-mailDisable live quotesRSSDigg itDel.icio.usRelated Blog Posts & ArticlesBy John Spence, MarketWatch
Last Update: 2:06 PM ET Dec 1, 2006



(Corrects to reflect Richard E. Nicolazzo is a spokesman representing Donovan, not his lawyer.)
BOSTON (MarketWatch) -- Federal regulators say that a former trader at Fidelity Investments or his parents may have improperly benefited from knowledge of the company's planned stock purchases, according to court papers filed this week.
The documents for a legal proceeding by the Securities and Exchange Commission included a previously nonpublic order from March 2005 that was part of a court filing involving ex-trader David K. Donovan Jr., and whether he or his family members illegally made money trading in stocks Fidelity was purchasing.
As a result, Fidelity customers may not have gotten the best price on stock trades. The story was initially reported Friday by the Boston Globe.
Fidelity spokeswoman Anne Crowley said in a telephone interview Friday that the documents referenced in the Globe story are nearly two years old, and that the Donovan case is unconnected to a probe into gifts received by Fidelity traders.
She added that Fidelity first became aware of Donovan's activities during an internal review in 2005 and brought the matter to the attention of regulators, who subsequently investigated.
"We do not tolerate illegal or unethical behavior in any circumstances," Crowley said.
This week's court filings make no allegations or formal charges against Fidelity, Donovan or his family.
Richard E. Nicolazzo, a spokesman representing Donovan, said that during Donovan's tenure as a trader at Fidelity, he never took any actions that violated company policies and procedures, and that he was consistently recognized as one of its top-performing traders.
"[Donovan] intends to fully cooperate with regulators and remains confident that when the inquiries are completed he will be vindicated," according to Nicolazzo.
Paper trail
In the court documents obtained by MarketWatch, filed in the U.S. District Court of Massachusetts, the SEC asked the court for an order to show cause why Donovan's parents should not comply with an administrative subpoena for documents and testimony.
Donovan worked within FMR Co., an adviser to Fidelity's mutual funds and other institutional clients, according to the documents. In the summer of 2003, Fidelity purchased and intended to continue buying shares of Covad Communications Group Inc. (DVW : covad communications group i com
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DVW1.20, -0.01, -0.8%) , the SEC said.
Donovan accessed information about Covad stock in FMR Co.'s internal trade database on about 44 occasions during a one-month period, and in early August 2003 he placed at least four phone calls to his parents, the regulator indicated. Within 15 minutes of those calls, trades in Covad shares were placed in a brokerage account in the name of Donovan's mother, Concetta, according to the court documents.
When the shares were sold in September 2003, the brokerage account posted a profit of nearly $90,000, according to the SEC.
In testimony to the SEC, Donovan, the former trader, said that he had discussed Covad with his mother and that "he could not say with 100% certainty that he did not advise his mother or father about FMR Co.'s pending orders in Covad for its advisory clients."
Donavan's father testified the first he heard of Covad was when he received a subpoena from the SEC staff in 2005, according to documents.
A lawyer representing Donovan's parents, Valerie S. Carter, has declined SEC requests to interview Concetta Donovan, due to pain and complications related to neck surgery in 2005 and medication that affected her ability to clearly testify, the SEC said.
Carter did not immediately return a message for comment.
In 2004, Boston-based Fidelity disciplined 14 employees after an internal investigation of policies and procedures regarding gifts, gratuities and business entertainment. Regulators had been looking into gifts received by employees in exchange for allegedly steering lucrative trading business to brokers who handled Fidelity's trades.
Crowley, the firm's spokeswoman, said that privately held Fidelity disciplined more traders in 2005, and added that the SEC gift probe is ongoing.
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Hallo V.Mac und CovadFan - Was ist mit Covad nachbörslich los???

Heute hatte ich eine Kauforder zu 1,14 USD im Markt, die jedoch nicht bedient wurde. Hatte mich eigentlich schon geärgert, da der SK bei 1,25 USD lag.

Jetzt nachbörslich liegt der Kurs bei 1,00 USD (-20%)!!! Was ist denn hier los? Habt ihr was mitbekommen?
Antwort auf Beitrag Nr.: 26.188.153 von arnouxx am 14.12.06 22:39:06Hallo Arnoux,
Den 1 Dollar Kurs kann ich nirgendwo sehen. Aus welcher Quelle hast du das?
Daß deine Order nicht bedient wurde, könnte damit zusammenhängen, daß hier überwiegend institutionell hin und her geschoben wird, wie gerade gewünschte Kurs eingestellt werden soll.
Im Moment wird mal wieder kräftig am "Baum" geschüttelt.
Apropo Baum:
Ich wünsche allen Covad Longies und Shorties schöne Weihnachten, und uns allen nächstes Jahr einen raketensteilen Start unserer Covad.
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euer CovadFan
@ arnouxx: SK am 15.12.06 war bei 1,19 und nachbörslich 1,20 USD. Den 1 USD vom 14.12.06 habe ich nicht mitbekommen. Insofern also wohl kein Grund zur Panik.

@ CovadFan: danke für die Wünsche, aber ich wünsche den SHORTIES kein Glück, zumindest wenn sie in DVW short sind.....

V.Mac
hoffentlich war das Christkind zu euch allen brav......jetzt muß nur noch COVD mal wieder Richtung Norden, dem Weihnachtsmann hinterher.....

Neuigkeiten von heute!


Covad Completes Build-out of Nation's Largest Next-Generation Telecommunications Network Ahead of Schedule
WEDNESDAY, DECEMBER 27, 2006 8:30 AM - BusinessWire

SAN JOSE, Calif., Dec 27, 2006 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, today announced that it has completed the build-out of its next-generation telecommunications network. Covad now operates the nation's largest ADSL2+ network, capable of providing high-speed data and next-generation voice services to millions of businesses and residences.

Covad's next-generation network covers 14 million homes and businesses in Atlanta, Chicago, Dallas, Los Angeles, New York, Miami, Philadelphia, San Diego, San Francisco, San Jose, Seattle, and Washington, DC. In these markets, Covad is capable of providing customers broadband connections with data speeds of up to 25 megabits per second. This bandwidth capability currently enables Covad to offer line powered voice access, a cost-effective alternative to traditional residential phone service. Covad has also announced plans to introduce higher-speed broadband access and new business-class services such as bonded T1. Covad expects to make these higher-bandwidth services available directly to Covad's business customers and indirectly via Covad's Alliance Channel and wholesale partners in 2007.

"Our next-generation network build-out has been completed ahead of schedule. This new network positions Covad at the forefront of telecom providers, allowing us to offer the solutions that businesses demand, and to continue our tradition of innovation," said Eric Weiss, Covad chief marketing officer.

In addition to enabling next-generation products and services, the expanded network capabilities allow Covad to power bandwidth-intensive applications and provide an improved customer experience. "Covad's deployment of its next-generation ADSL2+ network offers increased reach for the delivery of high speed services, and ADSL2+'s performance monitoring capabilities should enhance reliability and service levels," said Cindy Whelan, senior analyst with competitive analysis firm Current Analysis. "These capabilities are critical to customers who are increasingly using their broadband connections for voice and video applications."
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V.Mac
noch was.

heute immerhin 35400 St Umsatz in Frankfurt, für deutsche Verhältnisse ganz schön viel. Was mich allerdings wieder mal stutzig macht, ist der Kurs, zu dem die Aktien über den Tisch gingen. 25000 St zu 1,25 €, und die restlichen 10.400 St zu 1,17 €, ganz schön teuer, wenn man Schlusskurs USA von gestern dagegen hält, bei USD 1,29.

Naja, ich habe nicht gekauft.....

V.Mac
Antwort auf Beitrag Nr.: 26.495.912 von V.Mac am 27.12.06 15:46:43da hat wohl jemand Euro mit Dollar verwechselt, oder es waren 2 Positionen, die auf Ultimo 2006 gestellt waren, und die hat "jemand" eingesammelt.
Antwort auf Beitrag Nr.: 26.495.753 von V.Mac am 27.12.06 15:40:05So langsam muß man sich bewußt machen, wie unterbewertet Covad eigentlich ist.
Covad verfügt über das modernste Netzwerk in den Staaten. Allein mit dem ADSL2+-Netzwerk mit einer Leistung von bis zu 25 MB/s lassen sich 14 Millionen potentielle private und Geschäftskunden erreichen. Heute kam noch die Meldung, das United Internet sich bedienen läßt. Unitet internet verfügt über 5 mio zahlende Kunden, und hat Lieferabkommen mit Verizon. Also im Moment gehts richtig gut ab (wie Ende 2005),
und ein super Jahr 2007 kann kommen.
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In diesem Sinne wünsche ich allen DVW-Freunden ein erfolgreiches Jahr 2007

euer :) CovadFan :)
Antwort auf Beitrag Nr.: 26.524.528 von CovadFan am 28.12.06 17:45:23Ein interessanter Artikel aus den USA:

http://gigaom. com/2006/ 12/28/uverse- att/

AT&T U-Verse & Covad ADSL2+
Written by
Om Malik
- Posted Thursday, December 28, 2006 at 11:30 AM PT Ma Bell has been working hard this season, rushing to roll out U-Verse and meet its promise of 11 markets before 2007. After launching UVerse in three cities yesterday, the company added four more cities to the list including Indianapolis1.

With recent deployments, AT&T is hoping to give the perception that it is making progress. But how many people can actually sign up and get the service as of now? I tried to sign up, with little success. (We think Verizon is doing a much better job2.)

Since cable companies are looking to raise prices3, I am almost ready to give them the heave-ho as well. AT&T couldn’t take my business, so perhaps time to look elsewhere. The new Covad ADSL 2+ service announced yesterday sounds cool, but their press release didn’t talk specifics either.4

4When we checked with Covad, their PR person sent this email: “ADSL2+ is available now bundled with the Line Powered Voice service. As a standalone product, it is not available yet and will be made available in the coming year but we have no set timing for that now.” The problem is that you cannot find this information anywhere on their website (except for the press release) and you cannot sign up for their service. So why issue the press release now?

Anyway, it is time to call their sales line and see what kind of speed plans they are planning to offer. At 10 megs and higher, Covad can have my business!
Hallo Covad-Fans,

habe in US noch rechtzeitig eine Position zu 1,21 USD aufgebaut. Werde jedoch bei Kursschwäche erneut nachlegen. Der Kursverlauf und Chart ist jetzt sehr vielversprechend und ich rechne mit weiteren Kursgewinnen.

Ein schönes Neues Jahr euch Allen!
Hoffentlich hat das neue Jahr gut für euch alle angefangen.....
der Kurs von DVW eher nicht so toll......

die letzten Meldungen der Tage:

Covad Commends FCC for Reaffirming Regulatory Stability in Its Approval of AT&T BellSouth Merger
WEDNESDAY, JANUARY 03, 2007 8:30 AM
- BusinessWire DVW 1.33 +0.03

SAN JOSE, Calif., Jan 03, 2007 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, today responded to the Federal Communications Commission's recent approval of the AT&T BellSouth merger.

Charles Hoffman, Covad president and chief executive officer, said "Covad commends the FCC for imposing reasonable, pro-competitive conditions on its approval of the AT&T BellSouth merger. These conditions provide further confirmation of a stable regulatory environment in which Covad is able to compete fairly and effectively. We look forward to further developing our relationship with the newly-expanded AT&T in ways that will be beneficial to both companies and our customers."
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Covad Named Hosted VoIP Market Leader in Business Segment by In-Stat
THURSDAY, JANUARY 04, 2007 8:00 AM - BusinessWire

SAN JOSE, Calif., Jan 04, 2007 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, has been named the market leader among hosted VoIP providers for business by In-Stat, an independent research group, in a recently-released report. Covad retained its top ranking as the market leader for the fourth consecutive year despite increased competition from existing voice providers and new entrants targeting business customers.

"Covad has remained the hosted VoIP market leader by providing businesses with the right value proposition," said David Lemelin, In-Stat senior analyst and the author of the report. "Covad has adapted well to the changing dynamics of the business marketplace. The introduction of their Clear Edge Office product is designed to meet the needs of smaller businesses where we expect to see increasing adoption of hosted solutions. This gives Covad a complete portfolio of hosted VoIP services, designed to meet the needs of businesses of all sizes."

In-Stat predicts that the market for hosted VoIP services will continue to grow, with domestic revenues exceeding $2 billion by 2010. This represents an 80 percent compound annual growth rate over 2005.

In his report, Lemelin recognizes Covad for its effective use of existing broadband distribution channels to market its voice solutions. He also identifies Covad's Voice Optimized Access, which enables voice traffic to be prioritized over data traffic, as a competitive differentiator.

Lemelin concludes that VoIP is now in an accelerated adoption stage as businesses are beginning to better understand the multiple IP voice alternatives available to them and accordingly seek out business-class solutions. Covad offers these small and medium-sized businesses (SMBs) an alternative to more expensive or complex solutions that were designed for much larger businesses, as well as a long-term solution for outsourcing communications needs to a trusted partner.

"In-Stat's ranking confirms our commitment to providing small and medium-sized businesses with larger enterprise class features combined with the simplicity and low total cost of ownership they demand," said Eric Weiss, Covad's chief marketing officer. "By choosing a hosted voice solution from Covad, our customers eliminate the costly, time-consuming and complex management of their phone systems and can instead focus on what really matters -- their business and customers. The business grade service and support has enabled Covad to provide these benefits to a variety of vertical industries, including areas such as real estate and retail, which In-Stat highlights as major hosted VoIP opportunities."

Covad offers a complete portfolio of business class voice solutions for single and multi-location SMBs including:

-- Covad ClearEdge Pro -- a fully hosted VoIP offering ideal for businesses of up to 250 employees that want the security and reliability of a feature-rich, managed solution

-- Covad ClearEdge Office -- a hosted VoIP solution built specifically for businesses with under 20 employees

-- Covad ClearEdge Integrated Access -- combines separate voice and data access services into a single solution over a dedicated, secure voice optimized broadband line, and is well-suited for customers who wish to maintain their investment in a premises phone system

To learn more about Covad's services, please log onto
http://www.covad.com or call 1-888-GO-COVAD.
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Covad to Present at Ninth Annual Needham Growth Conference
THURSDAY, JANUARY 04, 2007 8:30 AM

SAN JOSE, Calif., Jan 04, 2007 (BUSINESS WIRE) -- Covad Communications Group, Inc. (DVW) , a leading national provider of integrated voice and data communications, today announced it will present at the Ninth Annual Needham Growth Conference on Thursday, Jan. 11, 2007 in New York. Charles Hoffman, president and chief executive officer for Covad, and Chris Dunn, chief financial officer for Covad, will speak at the event. The company is scheduled to present at 11:30 a.m. EST/8:30 a.m. PST.

A Webcast of the event will be available in the Event Calendar section of Covad's website at http://www.covad.com/about_investors.shtml. Please note that participants are required to register in order to access the Webcast. A replay of the Webcast will also be made available on the Covad website.
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Covad Remains Number One Ranking for Fourth Year and Running

Covad has been named the market leader among hosted VoIP providers for business by In-Stat, an independent research group, in a recently-released report. Covad retained its top ranking as the market leader for the fourth consecutive year despite increased competition from existing voice providers and new entrants targeting business customers.

“Covad has remained the hosted VoIP market leader by providing businesses with the right value proposition,” said David Lemelin, In-Stat senior analyst and the author of the report. “Covad has adapted well to the changing dynamics of the business marketplace. The introduction of their Clear Edge Office product is designed to meet the needs of smaller businesses where we expect to see increasing adoption of hosted solutions. This gives Covad a complete portfolio of hosted VoIP services, designed to meet the needs of businesses of all sizes.”
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die zweite Meldung gefällt mir ganz gut.
Weiterhin gab es einige SEC Filings Form 4, da gehts um den Erwerb von Aktien für "Insider". Die "Cheffen" haben wohl alle ein paar erworben, möglicherweise über Optionspläne, so genau hab ich es nicht gelesen.

Viel Stoff für heute, damit solls mal gut sein.
Mal sehen, wass die Konverenz bei Needham noch bringt bezüglich einer neuen Einschätzung/Empfehlung.

V.Mac
Ich erhoffe ein Positives Effekt vom Needham Conference Morgen
und deswegen habe ich gerade kurzfristig ein letztes Mal aufgestockt für $ 1,29.
Ingesamt habe ich die letzten Tagen um etwa 50% aufgestockt.
Die möchte ich Teilweise bald verkaufen um etwa $1,60 :)

Ich glaube das Covad insgesamt auf den richtigen Weg is und das sich das letztendlich ausszahlen wird.

Gruss aus den Niederlanden
@atitlan

Ich habe bei der letzten Konsolidierung auch zu 1,28 USD zugeschlagen. Durch deinen Hinweis habe ich jedoch gestern nochmals zu 1,30 USD kurz vor Börsenschluss nachgekauft.:p Heute zeigt sich, dass es sich schon gelohnt hat.

Schön, dass auch das letzte Zwischenhoch heute wieder bei hohen Umsätzen übertroffen wurde. Für mich ist damit der Aufwärtstrend voll intakt. Bei 1,60 USD werde ich jedoch noch nicht verkaufen. Wie letztes Jahr geht es doch erst richtig los. Für Covad ist noch mehr drin, auch wenn ich mich mit Kurszielen eigentlich lieber zurückhalte.
Heute wars ja wirklich schön.....

Covad and CICAT Provide Business-Class Broadband to Retail Industry's Leading Players
Both Companies to Attend National Retail Federation 96th Annual Conference & EXPO
NEW YORK, Jan 11, 2007 (BUSINESS WIRE)-Last: 1.46+0.16+12.31%

DVW, a leading national provider of integrated voice and data communications, joins its largest Covad Authorized Sales Agent, CICAT Networks, a Virginia-based telecommunications service provider to enterprises, to provide industry-leading solutions to some of the nation's largest retailers. Covad and CICAT will attend the National Retail Federation (NRF) 96th Annual Conference & EXPO, January 14 - 17, 2007 in New York City to provide customer success stories and demonstrate their solutions.
"Covad has a proven track record of success in serving the communications needs of the retail industry and is very pleased to partner with CICAT to provide high-speed, highly-reliable broadband services to these customers," said Timothy Gaines, Covad senior vice president of sales. "As the only nationwide, facilities-based broadband provider in the U.S., Covad is well-suited to meeting the needs of multi-location enterprises, such as retailers and restaurant chains that operate across the country."
Covad and CICAT's retail customers have similar requirements: to enable faster sales and new applications, without dramatically increasing network costs. Covad's business-class broadband solutions meet those needs by providing higher bandwidth and business-class reliability backed by strong service quality commitments. Covad's nationwide network and CICAT's network services together provide broadband capabilities to over 90 percent of CICAT's retail customers' locations.
"Together, Covad and CICAT continue to be proven leaders in the retail space," said Brad Wise, CICAT's president and CEO. "The range of business-class solutions and services that Covad and CICAT collaboratively provide enable our customers to operate at an optimal level, bringing broadband capabilities to the forefront of their voice and data communications."
Covad, a top choice among channel partners serving retailers and other distributed enterprises, allows agents to offer best-in-class DSL and T1 capabilities, as well as voice solutions. As a Covad Sales Agent, CICAT has access to Covad's all-in-one resource center with a complete online order-management system, which includes comprehensive and targeted sales and technical training. An additional benefit of partnering with Covad is the ease and cost-effectiveness of the voice solution installation as voice products can be offered to customers as a fully-hosted solution or in combination with on-premises equipment.
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V.Mac
Hallo Covad-Fans,

gestern wurde ein neues Zwischenhoch erreicht. Somit sollte es weiter aufwärts gehen. Ich sehe jetzt noch einen Wiederstand bei 1,57 USD. Hier ist Covad mehrfach abgeprallt. Wäre natürlich schön, wenn es hier mit Schwung durchgeht.

Deswegen wäre ein Verkauf bei 1,60 USD wie von Atitlan gedacht für mich etwas sinnlos. Wiederstand durchbrochen und dann gleich verkaufen. Einzig unter Tradingaspekten ist ein Verkauf sinnvoll, weil nach dem starken Anstieg immer mit einem Rückschlag zu rechnen ist. Ich bleibe jedoch lieber einige Monate investiert, wenn sich ein Aufwärtstrend bildet.

Wäre schön, wenn nach dem Erwachen wieder mehr Austausch im Board stattfindet.:yawn:
Antwort auf Beitrag Nr.: 26.853.142 von arnouxx am 12.01.07 09:55:33@ Arnouxx

Es freut mich zu lesen das du am Dienstag auch extra eingekauft hast.
Ist wie von uns erhofft gelaufen, nicht? :)

Das ich meine Covad Aktien schon bei etwa $1,60 verkaufen werde, das habe ich nicht so gemeint.
Nur das Teil das ich zusatslich auf Kredit gekauft habe, zum swing traden.
Wenn ich sehr niedrige Kursnivos nicht nachvollziehen kann, bezuglich kurszfristig sehr gute Chancen sehe, dann kaufe ich immer auf Kredit eine Menge dazu. Aber weil auf Kredit dann nehme ich auch schnell Gewinne mit.

Das feste Teil der Aktien variert uber der Zeit viellicht zwischen 70% unde 100%.
Das heisst ich werde mindestens 70% noch 2 bis 3 Jahre in Porto halten, weil ich glaube das etwas $4,00 bis $5,00 erreichbar sind.
Unsere Covad stürmt immer 2-3 Tage aufwärts, um anschließend wieder zu korrigieren. Hoffe mal, dass die Konsolidierung im Bereich 1,35 - 1,40 USD stehen bleibt, um dann den nächsten Schub zu starten. Der nächste Aufschwung sollte dann endlich die 1,57 knacken!!! :)
Ist ja recht ruhig hier geworden.

Mich ärgert der Kursrückgang bzw. die Konsolidierung momentan:mad:. Meiner Meinung nach etwas zu ausgefallen. Hoffe mal, dass wir bald wieder positive Tage sehen. Letztes Jahr ging der US-Aktienmarkt in den ersten Monaten zurück und Covad stieg trotzdem fulminant.

Wahrscheinlich brauchen wir bei Covad permanent gute Nachrichten, damit die Anleger Vertrauen gewinnen.

@atitlan: Hast du deine Tradingposition verkauft? Hätte ich auch zum Teil machen sollen.
Antwort auf Beitrag Nr.: 27.015.405 von arnouxx am 18.01.07 17:27:51@arnouxx

Ich hatte dan de Hälfte schon bei $1,50 wider verkauft weil
Covad immer so unwarscheinlich volatil ist das rasante Kursgewinne fast immer so schnell wider abgegeben werden wie sie gekommen sind.
Ich habe die Aktien auch schon wider zurück gekauft für 1,40.

Kurzfristig ab Novenmber bildet Covad jedes mal hohere Boden.
Die Nachrichten waren in letzter Zeit sehr gut und auch Needham hat mir gefallen.
Es scheint ein guter Anstieg zu geben bei LPV.

Vielleicht wird Covad die Markt letztendlich beim Jahreszahlen vom Potenzial überzeugen.
Hallo atitlan,

momentan habe ich nicht mehr bei Covad nachgekauft, da mir der letzte Abstieg zu schnell und etwas zu weit ging. Bin nach wie vor mit den zuvor gekauften Positionen drin, sehe charttechnisch Covad jedoch aktuell neutral.

Die NASDAQ kam in den letzten Tagen auch etwas zurück. Somit ist auch der Gesamtmarkt zur Zeit etwas vorsichtiger zu betrachten. Ich hoffe jetzt, dass unsere Covad wie letztes Jahr trotzdem steigen kann. Ein positiver Newsflow würde das unterstützen.

Wesentlich ist für mich der Wiederstand bei 1,57 USD. Dieser sollte im nächsten Hype möglichst genommen werden. Zum Ersten hätten wir damit wieder ein neues Zwischenhoch und zweitens würde das vielen Anlegern neues Vertrauen bringen. Ansonsten bleibt Covad immer noch ein Wackelkandidat.

@ V.Mac - Wo bleiben denn deine Kommentare zu Covad???