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joani_de

04/04/05 4:05 PM

#2878 RE: robotlol4 #2876

Robot - LOL - u r the POS, not Covad

Covad will move in due time and I have plenty of time.

Thomas Weisel report today. Highlights are: EBITDA positive late 2005 and FCF positive to the tune of $19M in 2006. Gives more detail on selling ACCA shares, Bluestar closure in May will push them into positive shareholder equity, management is looking into AMEX listing, no promises. Hired 40 more salespeople. AOL and Elink are getting more aggressive converting their dial up customers. Elink to launch a voice product by the end of the year (imo, this is a big deal) based on LPV. New dslam manufacturer being chosen, ADSL2+. VOIP revenues appear to be on track for $150M annualized by end of 2006.