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

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To: pat mudge who wrote (541)10/18/2000 12:40:06 PM
From: Scrapps  Read Replies (1) of 675
 
* What percentage of its market is SDSL vs ADSL?

I haven't followed them very closely lately, but believe it to be weighted much more to the SDSL side. Although that may have changed already.

* What percentage of its business is tied to LU? (I notice several press releases mention their working together.)?

Not sure.

* What percentage of its business is with low-end ISP and/or CLEC customers? ?

Can't say a percentage, however I believe their problem is CLEC related and is due to the pressure the RBOCs are exerting in the DSL sector.

* What part of its business ties in to a slow enterprise market versus a booming high-speed telecom market??

Can't answer that.

In short, is today's drop in EFNT warranted??

No. Why?...because the CPE equipment is still needed and will sell to the demand. In other words whomever wins the market for providing the service (ISP or RBOC) the demand for the products EFNT makes is still there.

Sorry to be so vague...you caught me on a bad day.
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