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Technology Stocks : Efficient Networks Inc - (Nasdaq- EFNT)
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To: Elroy who wrote (534)10/15/2000 4:53:52 AM
From: Scrapps  Read Replies (1) of 675
 
"If the margins for EFNT sit in the sub-30% range, some other company (the chip maker?? the contract assembler?? who??) is grabbing all the profits that should belong to EFNT."

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You make a good point by asking such a factious question. As we know it doesn't work that way really, one can not take a profit that hasn't been realized. The market is a competitive one, chipsets are in big demand...thus driving up their cost, so are most other services and materials required to produce the products EFNT sells. With those conditions the market presents the same obstacle to everyone competing in it equaly. However, they (EFNT) are not being robbed, but MAYBE they are remaining competitive just enough to CONTINUE increasing market share by keeping prices low. That I'm not sure of, but it appears they've been doing just that...remaining very competitive while gaining market share. If so they will grab a portion of the market as they force others out. Myself...I think we're close to seeing the margins tilt in EFNT's favor....but, am not sure it will be shown in this or the next quarter. This QTR. looks good to me...I must say.

At this point of time in the rollout of DSL...I feel "potential" is still a big factor investors have to consider when investing in a company such as EFNT. Since "Industry Standards" have yet to be defined for the segment of the market.

....All is IMO of course.
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