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Technology Stocks : Efficient Networks Inc - (Nasdaq- EFNT)
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To: Mark[ox5] who wrote (463)9/23/2000 3:08:38 AM
From: P314159d  Read Replies (2) of 675
 
Marko, you are way reading into the statements mgmt made at wstl.

Believe it as you will, but WSTL is sure to reach much higher CPE revs.

The mgmt has consistently lowballed CPE by 10 % in Jan, and 30% in May. This qtr should see somewhere in between.

As for EFNT, they would be total idiots not to break even this qtr, since they understand the expectation. I currently have .02-.03 if the control on Marketing is there and the margins improve a couple points. If they could not achieve this, they would preannounce or die going forward.

Now if you can decipher stock movements from news or ideas, you are way ahead of the rest of us.

The sector got dusted and price movement means less and less when it is out of favor. It also follows that EFNT price movement to 180 was quite unreasonable.

2 Wrongs make it RIGHT?
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