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

To: Herschel Rubin who wrote (456)	9/20/2000 9:42:49 AM
From: Mark[ox5]	Read Replies (1) \| Respond to of 675

Well it sounds like Westell quarter was very back ended and if not for some September orders they would of been in trouble.. someone who used to work for the company and is well respected on the thread was intially targeting only $100-$110 revenue for the entire quarter (which would probably mean negative sequential CPE based on overall WSTL business) He targeted that about 4-5 weeks ago; since then it sounds like WSTL has gotten some much needed orders in the Sept month to save their quarter, even though sequential revenue growth will be very weak compared to previous quarters. So you were at the meeting I believe 2 weeks ago, and since then there have been 2 other conferences, the one early last week and DSLcon this week. So maybe some orders did not come through or not to the degree expected, or they will be coming in the 2nd week of OCtober instead of last week of September; alot can change at this point of a Q, especially when competitors are backloading quarters (and you can tell from competitors who have similar client lists how it effects EFNT) Finally the SEC disclosure rule is NOT in affect now and from everything I read there is "some" improvement, but for the most part it is business as usual... dont think the 'big boys' don't hear things before retail - its a wink here, and a nod there... Im not saying out and out telling someone 1 thing and telling someone else another.... they all rub each other's back and the retail investor can be damned. Also once again like my past posts said, THIS IS A HICCUP and YES SBC IS IMPROVING, but the quarter we are about to report has NOTHING TO DO with the future, it is the current and recent past.. SBC has been VERY WEAK even compared to April and May in terms of installs and no matter what anyone says about "SBC Is improving" that is a FUTURE event. And yes everyone can say "well all wall street cares about is the future" but if that is true, EFNT should be going UP now as people look forward 3-6 months, not going down 40% in 8 days. Mark

To: Herschel Rubin who wrote (456)	9/23/2000 2:48:16 AM
From: P314159d	Read Replies (2) \| Respond to of 675

I read this post a few days back and I thought It needed a clarification. >The other wildcard is Korea which will most likely help make up for the SBC shortfall. That's the virtue of EFNT's sales model vs that of WSTL: EFNT is diversified via its hefty overseas DSL business. Has EFNT broken out this sales figure and its growth? All I read is that it exceeds 10% or 10m in the latest qtr. WSTL is currently in the process of a 14 m qtr shipment to England (I think that is foreign as well) this qtr after 6m last. And this is NOT CPE! CPE adds another 8 to 10m. Is the EFNT- Korean biz this diversified as well? Also, why has EFNT been doubling marketing expenses each qtr? Anyone know what the expectation for this qtr is? That is a big wild card in my books. Could turn a plus 5 to negative. Also what is the deal with the Interest expense vs the income. Is the expense going to stay up at 6m??? Doesn't make sense to me that some convertible and leases ring up that expense. Just trying to make sense of the numbers for the qtr. I know the stock is cheap, but just hope it isn't dirty also.