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Technology Stocks : Efficient Networks Inc - (Nasdaq- EFNT)

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To: Herschel Rubin who wrote (456)9/23/2000 2:48:16 AM
From: P314159d  Read Replies (2) of 675
 
I read this post a few days back and I thought It needed a clarification.

>The other wildcard is Korea which will most likely help make up for the SBC shortfall. That's the virtue of EFNT's sales model vs that of WSTL: EFNT is diversified via its hefty overseas DSL business.

Has EFNT broken out this sales figure and its growth? All I read is that it exceeds 10% or 10m in the latest qtr.

WSTL is currently in the process of a 14 m qtr shipment to England (I think that is foreign as well) this qtr after 6m last. And this is NOT CPE! CPE adds another 8 to 10m. Is the EFNT- Korean biz this diversified as well?

Also, why has EFNT been doubling marketing expenses each qtr?
Anyone know what the expectation for this qtr is? That is a big wild card in my books. Could turn a plus 5 to negative.

Also what is the deal with the Interest expense vs the income.
Is the expense going to stay up at 6m??? Doesn't make sense to me that some convertible and leases ring up that expense.

Just trying to make sense of the numbers for the qtr. I know the stock is cheap, but just hope it isn't dirty also.
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