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To: TRINDY who wrote (2347)	9/12/2000 5:40:29 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 4564

If you compare it to WSTL, EFNT has 5 times the market cap, and the same most recent top line (about $100 MM), and losses that are ten times those of WSTL. Assuming that there is not going to be a major slowdown in deployment (the current fear affecting the like of CSCO and LU, and of course EFNT), which one would you be in? technically, they are both retesting their recent lows, WSTL bounced back strongly from there, could EFNT be far behind? i know not. Zeev

To: TRINDY who wrote (2347)	9/14/2000 12:59:49 AM
From: Duane L. Olson	Read Replies (1) \| Respond to of 4564

T-- EFNT is one I follow, and am looking for an entry point.The Sept quarter is the point at which reported earnings should reach breakeven (perhaps a breakout to the upside if they actually go positive?). Analysts are projecting earnings of aboutg $2.75/share for next year, with a continuing growth rate of 40%/year. If EFNT were to hit their numbers, and move to sell at a PE commensurate with their growth rate, we would be looking at a price of about 110 for next year... As for the entry point -- well, like Zeev says : "who knows"? -- any thoughts? siliconinvestor.com tso