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Technology Stocks : Efficient Networks Inc - (Nasdaq- EFNT) -- Ignore unavailable to you. Want to Upgrade?

To: coug who wrote (54)	7/15/1999 7:52:00 PM
From: $Mogul	Respond to of 675

It certainly doesn't hurt that Sequoia Capital has a stake in this one either.

To: coug who wrote (54)	7/15/1999 11:58:00 PM
From: Electric	Read Replies (1) \| Respond to of 675

coug, I am convinced there is still legs for stocks in this group. I watch RBAK (my fav stock lately) move up day after day, partly due to the light float but also since there is alot of $$$ to be made for companies in this very exciting part of the internet. I know personally I have a slow modem and when things become available to me (DSL or cable) I am planning on upgrading. It makes sense to take advantage of what is hot, and this group has been hot and will likely continue to be. I just hope that not too many IPO's come out that dilute the sector, like we saw happen to the second tier internet group. Things will definately be bumpy as with all new IPO's, but I think this is a winner, and the price is still reasonable for people to get in... I expect a good solid day tomorrow, and volume really doesnt matter down the road since RBAK trades like 200-500,000 and goes up 15-30 points...lol I hope you do quite well with it. Did you get the IPO? Or on the market? Take care.

To: coug who wrote (54)	7/16/1999 12:13:00 AM
From: quist	Read Replies (2) \| Respond to of 675

sounds like you're out of F5, Coug...When I saw how underpriced it still was compared to the other top runners, I decided to stay in...after seeing the client listing on this that Mogul posted I'm getting in at the bell...this market is prime...no Dow "exuberance" to worry Greenspan, economic numbers looking restrained, nothings poppin on the nifty 50, and the big money can't afford to be on the sidelines...best of all worlds...I liked the comment in the WSJ today from the tech center...investors are gravitating toward the infrastructure companies on the belief that companies that make the Internet run, are a better bet that the concept companies...(selling CD's, books and other crap) If these companies don't make the internet more efficient, the whole house of cards that have been built up in the last 4 years will come crashing to a halt...