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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (6288)	9/17/2000 12:28:43 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 22706

uncle: Last week WSTL was meeting with analyst and from one analyst report they indicated the VZ strike did not have an impact but the SBC inventory issue did. WSTL started making inroads with SBC last quarter (not sure if EFNT was not able to meet demand or just normal to have as a second source). WSTL also indicated the BT ordering was compensating for SBC shortfall. Now BT may have issues in not having fuel for technicians to install. I would expect the SBC issue has been the main culprit impacting EFNT and WSTL stock price. Lets hope that is behind us (you in EFNT & me in WSTL). Tim Tim