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

To: add who wrote (504)	9/30/2000 4:41:27 AM
From: Mark[ox5]	Read Replies (2) \| Respond to of 675

Who has more sales last qtr WSTL or EFNT ? Sales that matter or overall sales? DSL sales are are $67M WSTL to $101M EFNT. So EFNT has more. TAP and CPI and all that junk I dont care about.. if DSL grows as planned that will be 10% of WSTL business in a year with comparatively weak growth rates, why bother being in those businesses... its dumb... market is not valuing WSTL on non DSL business. Oh wait, CPI is worth $1 billion and the rest of the company is worth negative $200 million.. now I see why. Who had a higher growth rate last QTR WSTL or EFNT ? WSTL. But it has lagged over the past year.. while EFNT was pulling 60, 110, 135% sequential quarters over the past year, WSTL was dragging their feet... they were about 2 quarters behind and now maybe they are back to 1 quarter behind. So they had 1 good quarter and because of mismanagement at SBC are going to have a pathetic sequential quarter again upcoming ... CPE from $61M to what.. $70M? 14% growth? Maybe $75M CPE = 23% growth. So average the 2 quarters (the last one and the upcoming) together and you get more indicative of a growth rate... last quarter were too many orders and this quarter is going to make up for that. The stock price has told you that. Who had more profits last qtr WSTL or EFNT ? I dont remember ever arguing who had more current profits.. but of course the analyst estimates over the next 1-2 years I am seeing you gloss over... Everything else right now is speculation. Let's engage in some: Dreamline in Korea causes PDYN to blowup. What if the DSL rollout in Korea slows down ? And what would cause that? Slow RBOCs? No, I dont think so... Korea has 2 carriers targeting 1M installs in 2000, versus the USA which has one.... and who the heck is Dreamline, I have never heard of it... What if the cheap asian internal modem makers displace EFNT? Umm.... this makes no sense... they can ship that to the USA just as easily, this is a global economy last I checked, unless the USA suddenly imposed huge tariffs on Asian modems. But wait, the only product EFNT has is internal modems, and WSTL doesnt deal with internal modems of course.... What if WSTl is now #1 at VZ and SBC, the largest installers of DSL? Lions, Tigers, Bears oh my... the stock price has sure shown me WSTL business is surging. Have fun with your ADSL 20% margin business... just hope the technology is there for VoDSL and VPNs... management has already stated they dont want (errr.. I mean can't) waste resources on this segment until the opportunity is larger (latter 2001?) so looks like the co. will once again be 2 or 3 quarters behind the leaders such as Alcatel and Efficient... just like they were in the first round of DSL even though they had the "technological expertise" what 3 years ago? But they werent deploying en masse until the last Q.. while competitors were enjoying a free ride of revenue because "Westell was only going after RBOCs as stated by their strategy" Dont go for any other sales, because sales are bad... only sales to RBOC are good. Looks that 400M in debt will never get converted. That interest expense is going to be a big ablatross on EFNT. Never? What kind of reasoning do you have for that? Wow so your now a bear on DSL, its all going to end in 3 months and all the opportunities have passed.... funny. So we see this qtr's numbers just like last qtr. It was obvious that EFNT was way overpriced compared to WSTL. That ratio has come down some, eventually it will be more like 1.5 to 1. Digest the facts. If you had done that last qtr you would have sold your EFNT holdings and maybe even gone short when it was still around 95. Exactly, just like you went short on WSTL at $30... I remember it all clearly now. I love how you are bragging about a stock that has fallen, what 60% versus another which has fallen 65%... yes now that is outperformance on the WSTL side... Keep hugging that $13M cash HOARDE and keep asking WSTL customers for cash to fund your R&D expenses because its going to be important to keep up with the Alcatels and Efficients in the next generation of DSL products...