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Technology Stocks : Efficient Networks Inc - (Nasdaq- EFNT)
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To: Mark[ox5] who wrote (458)9/20/2000 10:59:11 AM
From: Herschel Rubin  Read Replies (3) of 675
 
Markox, I'm not sure where you got the idea that both my post and Scrapps' post were 'forward-looking' statements about NEXT quarter... We were both referring to THIS quarter when we mentioned SBC getting back on track.

In other words, July-August may have been below expectations, but September is back on track FOR THIS QUARTER and the July-August shortfall is already factored into the models. You might want to re-read my post and Scrapps' post to clarify as there is no indication that we were referring to the Oct-Dec qtr.

You also didn't address my comment that if WSTL has essentially warned for this Q, why is it that EFNT has been taken out to the woodshed and flogged, YET WSTL has not been?

The disparity in market behavior between WSTL & EFNT clearly disputes your logic that EFNT "price performance over the past 10 days or so (40% fall) is indicative of reflection of Westell basically guiding analysts to not expect any CPE growth for the Q..." Why would EFNT sustain a 40% crew cut for WSTL's woes? I would be interested to see how you can rationalize this.

Finally, your comments about EFNT whispering pessimism to analysts at conferences while, at the same time, delivering upbeat presentations is essentially accusing them of doublespeak (read: lying) and I'm not sure you want to do that.

Indeed, until the selective disclosure regs are in place, I can understand it if the company fleshes out more details of some positive (or negative) news in private with the analysts. However, delivering a positive public presentation and a negative presentation in private is class-actionable.

I would tend to believe EFNT management is above that.
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