SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Efficient Networks Inc - (Nasdaq- EFNT)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mark[ox5] who wrote (489)9/29/2000 11:57:04 PM
From: add  Read Replies (2) of 675
 
Oh Mark,

I thought I'd come over here and spank you.

Who has more sales last qtr WSTL or EFNT ?
Who had a higher growth rate last QTR WSTL or EFNT ?
Who had more profits last qtr WSTL or EFNT ?

Everything else right now is speculation.

Let's engage in some:
Dreamline in Korea causes PDYN to blowup. What if the DSL rollout in Korea slows down ?

What if the cheap asian internal modem makers displace EFNT?

What if WSTl is now #1 at VZ and SBC, the largest installers of DSL?

Looks that 400M in debt will never get converted. That interest expense is going to be a big ablatross on EFNT.

So we see this qtr's numbers just like last qtr. It was obvious that EFNT was way overpriced compared to WSTL. That ratio has come down some, eventually it will be more like 1.5 to 1. Digest the facts. If you had done that last qtr you would have sold your EFNT holdings and maybe even gone short when it was still around 95.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News