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

To: unclewest who wrote (6307)	9/18/2000 9:14:00 PM
From: Logain Ablar	Respond to of 22706

uncle: Part of the reason I bought WSTL was the gaining of new customers & the news they were capacity constrained (about 2 to 3 months ago). SBC being last quarter. At the time I didn't even know EFNT. I knew WSTL from the old days when they tried to purchase amati. WSTL's bottom seems to be $13. We may get there again this week. Hope not. I'm not too happy with management since the insider sales (although the CFO purchased so it shows what he knows <gg>) tanked the stock and the SBC inventory issue just helped it along. I sold and reentered just under $17. Too soon again on my part. EFNT definitely has the money (balance sheet and customer list). I think from the stock action (not today, today was market) the SBC issue is impacting EFNT where there is a question on the quarter. I'm clueless. Not sure who has the better technology between the two. That shouldn't matter since marketing will be key. Nice write up on QCOM this weekend in BW. I assume thats the spark which lighted the kindling last week. Tim